Leveraged Finance Case Study

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Client Background: A global investment bank had restructured its leveraged finance division including reducing staff. It then wanted to identify cost effective methods of increasing its resources. Copal Partners established a team comprising 10 professionals to work closely with the leveraged finance division to cost efficiently rescale operations to meet increased deal activity levels.

Service Offerings: Within four weeks, Copal had fully adopted the client’s research and operating methods, and was delivering various standard materials for the Leveraged Finance team including:

  • Bond indenture analysis

  • Cash flow / LBO modeling

  • Covenant / coverage ratio analysis

  • Credit agreement analysis

  • Debt capital markets analysis

  • Debt comparables

  • Transaction comparables

Results: The client’s dedicated Copal team has enabled it to expand its team cost-effectively. In addition, the client has improved its utilization of in-house analysts, enabling them to move up the value chain by focusing on idea generation and client interaction. Moreover, solutions provided by the Copal team have allowed the client to standardize its templates in various products, improving efficiency by reducing update times and modifying products as required.

Contact us: investment.banking@copalpartners.com