secwatch / observer
8-K filed February 23, 2024, 6:59 PM ET ticker BTSG CIK 0001865782
debt confidence high sentiment neutral materiality 0.55

BrightSpring Health Services, Inc. (BTSG): debt financing — BrightSpring closes $2.566B term loan refinancing, extends maturity to 2031

BrightSpring Health Services, Inc.

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.95

BrightSpring Health Services, Inc. amended credit facility of $2,566,000,000 with Morgan Stanley Senior Funding Inc. as administrative agent and collateral agent at Term SOFR or base rate plus applicable margin; Term SOFR margin for Term Loans i maturing Term Loans mature on February 21, 2031; revolving loans mature on June 30, 2028.

Instrument
credit facility
Principal
$2,566,000,000
Counterparty
Morgan Stanley Senior Funding Inc. as administrative agent and collateral agent
Rate
Term SOFR or base rate plus applicable margin; Term SOFR margin for Term Loans i
Maturity
Term Loans mature on February 21, 2031; revolving loans mature on June 30, 2028
Event
amendment
Exact text from the filing
agent and collateral agent. The Amendment provides for the establishment of a new tranche of term loans (the “ Term Loans ”) in an aggregate principal amount equal to $2,566,000,000, the proceeds of which will be used to refinance an equivalent amount of term loans outstanding under the Credit Agreement immediately before giving effect to the Amendment. The
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

BrightSpring Health Services, Inc. entered into Joinder Agreement and Amendment No. 7 to First Lien Credit Agreement with Morgan Stanley Senior Funding Inc. valued at $2,566,000,000 Term Loans (new tranche established, refinancing prior term loans) (effective 2024-02-21).

Action
entry
Agreement
credit facility
Counterparty
Morgan Stanley Senior Funding Inc.
Value
$2,566,000,000 Term Loans (new tranche established, refinancing prior term loans)
Effective
2024-02-21
Exact text from the filing
On February 21, 2024, Phoenix Intermediate Holdings Inc. (“ Holdings ”) and Phoenix Guarantor Inc. (the “ Borrower ”), each a wholly-owned subsidiary of BrightSpring Health Services, Inc. (“ BrightSpring ”), entered into the Joinder Agreement and Amendment No. 7 (the “ Amendment ”) to the First Lien Credit Agreement, dated as of March 5, 2019 (as amended by the Technical Amendment, dated May 13, 2019, as supplemented by the Joinder Agreement, dated as of September 30, 2019, as amended by Amendment No. 1, dated as of January 30, 2020, as amended by the Joinder Agreement and Amendment No. 2, dated as of June 30, 2020, as amended by the Joinder Agreement and Amendment No. 3, dated as of October 7, 2020, as amended by Amendment No. 4, dated as of April 8, 2021, as amended by the Joinder Agreement and Amendment No. 5, dated as of April 16, 2021 and as amended by the Joinder Agreement and Amendment No. 6, dated as of June 30, 2023, the “ Credit Agreement ”, and as amended by the Amendment, t
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299 debt financings filed in the last 30 days. Browse all debt financings →

BrightSpring Health Services, Inc. filing history →

Source: SEC EDGAR
accession 0001193125-24-044694
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