Private Debt Waterfall Mechanics: FOLO Tranches & Agreements Among Lenders Covenants

In middle-market leveraged buyouts, borrowers prefer single-loan documentation over fragmented multi-lien syndications. First-Out Last-Out (FOLO) unitranche structures combine senior bank liquidity and institutional private credit behind a single credit agreement governed by a confidential Agreement Among Lenders (AAL).

FOLO Payment Waterfall Mechanics

How pre-default and post-default interest and principal distributions prioritize lenders:

💼 The FOLO Subordination Invariant

Pre-default, both First-Out (FO) and Last-Out (LO) tranches receive contractual interest ($S + 350\text{ bps}$ and $S + 750\text{ bps}$ respectively). Upon a Material Event of Default and Waterfall Trigger Event, 100% of collateral realization proceeds and operational cash flow must amortize FO principal down to zero before LO receives any principal distribution.

Capital Stack Tranches Compared

Unitranche Component Leverage Attachment Target Coupon Margin Post-Default Priority
First-Out Revolver / Term A$0.0\text{x} – 2.5\text{x}$ EBITDASOFR + 300 – 375 bps1st Super-Priority Waterfall
Last-Out Term B (Private Credit)$2.5\text{x} – 5.5\text{x}$ EBITDASOFR + 700 – 850 bpsSubordinated to FO Payoff
Blended Borrower Rate$0.0\text{x} – 5.5\text{x}$ EBITDASOFR + 550 – 625 bpsSingle Lien Security Package

Critical AAL Covenants & Buyout Rights

Key negotiation points inside private Agreement Among Lenders contracts:

  1. Standstill Periods: FO lenders enforce 90–180 day standstill restrictions preventing LO lenders from unilateral foreclosure.
  2. Last-Out Buyout Option: LO lenders hold the unconditional right to purchase FO debt at par plus accrued interest to take control of workouts.
  3. Voting Thresholds: Material amendments (maturity extensions, collateral releases) require unanimous consent across both tranches.

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