secwatch / observer
8-K filed October 12, 2023, 7:59 PM ET CIK 0001837532
debt confidence high sentiment neutral materiality 0.35

Apollo Debt Solutions BDC: debt financing — Apollo Debt Solutions BDC establishes $80M warehouse facility for CLO ramp-up, expandable to $450M

Apollo Debt Solutions BDC

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

Apollo Debt Solutions BDC incurred credit facility of $80 million with Morgan Stanley Senior Funding, Inc., as administrative agent and as a lender, and Deutsche Bank National Trust Company, as collateral agent at Term SOFR plus a spread of (x) to and excluding October 6, 2025, 1.60%, (y) from maturing October 6, 2026.

Instrument
credit facility
Principal
$80 million
Counterparty
Morgan Stanley Senior Funding, Inc., as administrative agent and as a lender, and Deutsche Bank National Trust Company, as collateral agent
Rate
Term SOFR plus a spread of (x) to and excluding October 6, 2025, 1.60%, (y) from
Maturity
October 6, 2026
Event
incurrence
Exact text from the filing
principal amount of the Merlin Funding Credit Agreement , which can be drawn upon by Merlin Funding subject to certain conditions in the Merlin Funding Credit Agreement, is $ 80 million as of the Closing Date, and can be increased up to $ 450 million following the pricing date of the Merlin Funding Debt Securitization. The Merlin Funding Credit Agreement
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Apollo Debt Solutions BDC entered into Merlin Funding Credit Agreement with Morgan Stanley Senior Funding, Inc., as administrative agent and as a lender, and Deutsche Bank National Trust Company, as collateral agent valued at $80 million (effective 2023-10-06).

Action
entry
Agreement
credit facility
Counterparty
Morgan Stanley Senior Funding, Inc., as administrative agent and as a lender, and Deutsche Bank National Trust Company, as collateral agent
Value
$80 million
Effective
2023-10-06
Exact text from the filing
On October 6, 2023 (the “Closing Date”), Merlin Funding LLC (“Merlin Funding”), a Delaware limited liability company and newly formed wholly-owned subsidiary of Apollo Debt Solutions BDC, a Delaware statutory trust (the “Company” or “us”), entered into a credit agreement (the “Merlin Funding Credit Agreement”), with Merlin Funding, as borrower, the Company, in its capacity as subordinated lender, the lenders from time to time parties thereto, Morgan Stanley Senior Funding, Inc., as administrative agent (in such capacity, the “Administrative Agent”) and as a lender, and Deutsche Bank National Trust Company, as collateral agent (in such capacity, the “Collateral Agent”), account bank and collateral custodian.
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Source: SEC EDGAR
accession 0001193125-23-255097
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