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CAPITAL-STRUCTURE5 MIN READ

Negotiate Covenants as Early Warnings, Not Decorations

Negotiate covenant terms by linking lender protection to operational flexibility and measurable cushions.

Reed R Senior lender 1 Name risk 2 Offer measure 3 Protect plan Term sheet call 20 sec Covenant package The spread is acceptable, but the leverage covenant is tight enough to trip if the planned restructuring hits EBITDA before savings show up. Covenants decide control in a miss. Negotiating only price misses the real constraint. 3.75x proposed netleverage test $12M approvedrestructuring

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