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If you are working up a sweat trying to get organized for a loan workout and are spending hours of time reviewing agreements, amendments, default letters, and more, check out this video on best practices to organize and prepare for a loan workout. VIEW...

Get up to speed on current market trends in publicly filed financing commitment letters from the second half of 2020 and first half of 2021. Review key provisions in commitment letters for various types of credit facilities, including syndication terms...

Do you need a refresher on how to properly secure your client’s security interests in collateral under the UCC? Doing so will make sure that your client is properly perfected. This resource kit makes this information available at your fingertips...

Get up to speed on the latest market trends in publicly filed credit agreements dealing with healthcare-specific terms. This practice note discusses the debt financing arrangements and provides an overview of common representations, warranties, covenants...

Learn who does what before the deal gets done. This practice note discusses the due diligence process in lending transactions. The due diligence process allows the lenders to ascertain information about the borrower relevant to the borrower’s ability...

Create a presentation describing whether (and how) a debtor can declare a dividend or make a restricted payment without running afoul of credit agreement covenants. This practice note can be used to prepare a presentation and contains links to additional...

Get an overview of the process and mechanics necessary to amend or waive provisions of a credit agreement. During the life cycle of a credit agreement, changes in the borrower’s circumstances or the credit market may prompt the borrower or lender...

Learn how a mezzanine tranche of debt—between senior and equity—can enhance a borrower’s capital structure, particularly in real estate financing. This practice note provides an overview of the typical terms, primary documentation, and...

Get your colleagues and clients up to speed on perfecting challenging asset types. This practice note can be used to prepare a presentation explaining how to perfect several specific forms of uncommon collateral, both under and outside the Uniform Commercial...

Get the guidance, templates, and clauses you need for closing the deal. This resource kit provides an overview of the closing and post-closing process, addressing the individual documents and deliverables due at closing, payoff and funding mechanics,...

Get all the guidance, templates, and clauses you need for cross-border loan financings. This resource kit provides an overview of these international deals encompassing a variety of structures, including loans to non-U.S. borrowers and guarantees or security...

Avoid the kind of mistake that potentially cost Citibank millions of dollars. These erroneous payment clauses for a credit agreement are used in a syndicated loan transaction to require lenders to return errant payments made by an administrative agent...

Learn how to structure leveraged dividend recapitalizations, in which a company incurs debt and uses those proceeds to pay a dividend to its shareholders or to repurchase its outstanding shares. This is a potentially risky transaction for the lender,...

Add this summary guide to your global project finance toolbox. It lays out several fundamental legal and business issues for attorneys, advisors, and participants to address in the context of a project finance transaction. This practice note lays out...

Get an overview of the techniques for acquiring and financing business acquisitions and some of the legal, business, tax, and regulatory issues related to acquisition financing. This practice note introduces the general concept of business acquisitions...

Learn about the fees that are generally incurred in connection with a loan financing. This practice note also provides practice tips on formulating the fee letter that documents these and related provisions, including market flex, securities demand, and...

Prepare a presentation explaining the pending cessation of LIBOR, its likely replacement in Secured Overnight Financing Rate (SOFR), and how to document these changes. This form presentation sets forth slides you can use internally and with others with...

Peruse our guaranty-related content in this resource kit. It provides an overview of guaranties, addressing formation, types, and enforceability issues. READ NOW » Related Content Enforceability and Types of Guaranties Help ensure your guaranty...

Learn how to use confidentiality agreements in financing transactions. Non-disclosure agreements are entered into between parties to a potential transaction to ensure that information delivered during negotiations is kept confidential and is used by the...

Address creditor squabbles before they arise. This practice note gives an overview of the intercreditor agreement, including what it hopes to accomplish and its underlying provisions. The content below provides forms and a deeper dive into the topic....

Take advantage of the increased value of your cryptocurrency by using those assets to secure a bank loan. The law and financial industry have adapted to allow any conceivable asset of the borrower to be pledged to lenders in this way. Digital assets are...

Learn the rules and conditions of the new tranches of Paycheck Protection loans. The SBA has recently set start dates and procedures, and issued two new interim final rules—one for first draw loans and one for second draw loans. This article discusses...

Take our newly updated bilateral credit agreement for a test ride. This form incorporates the latest legal and market concepts, such as LIBOR transition. The agreement provides for both revolving and term loans (with provisions to obtain letters of credit...

Proceed with caution, especially when securing and perfecting proceeds. Commingling of proceeds from different assets could undermine the overall security interests of your collateral package. Learn about the challenges in perfecting these assets and...

Maximize your flexibility under an asset-based credit facility. Discover how the level of excess availability may affect certain provisions in a credit agreement and current market trends in publicly filed transactions from 2020. READ NOW » ...