secwatch / observer
8-K filed February 28, 2024, 6:59 PM ET CIK 0001965934
debt confidence high sentiment neutral materiality 0.65

Overland Advantage: debt financing — Overland Advantage secures $300M revolver via Morgan Stanley subsidiary; SOFR+1.70% initially

Overland Advantage

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

Overland Advantage incurred revolving credit of up to $300 million with Morgan Stanley Senior Funding, Inc. at forward-looking term rate based on SOFR ... plus an applicable margin of ... 1.7 maturing five years after the Closing Date.

Instrument
revolving credit
Principal
up to $300 million
Counterparty
Morgan Stanley Senior Funding, Inc.
Rate
forward-looking term rate based on SOFR ... plus an applicable margin of ... 1.7
Maturity
five years after the Closing Date
Event
incurrence
Exact text from the filing
Agreement ”). Under the Revolving Credit Facility, the Lenders have agreed to make available to the Borrower a revolving loan facility in the maximum principal amount of up to $300 million. In addition, pursuant to the MS Facility Agreement, the Borrower has retained the Company as servicer to perform certain servicing functions related to the loan assets and other
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

Overland Advantage entered into MS Facility Agreement with Morgan Stanley Senior Funding, Inc., as administrative agent, each of the lenders from time to time party thereto, and Wilmington Trust, National Association, as collateral agent, account bank and collateral custodian valued at up to $300 million (effective 2024-02-22).

Action
entry
Agreement
credit facility
Counterparty
Morgan Stanley Senior Funding, Inc., as administrative agent, each of the lenders from time to time party thereto, and Wilmington Trust, National Association, as collateral agent, account bank and collateral custodian
Value
up to $300 million
Effective
2024-02-22
Exact text from the filing
On February 22, 2024 (the “ Closing Date ”), Overland Advantage (the “ Company ”) and Overland Financing MS, LLC (the “ Borrower ”), a wholly-owned, special purpose financing subsidiary of the Company, entered into a revolving credit facility (the “ Revolving Credit Facility ”) pursuant to a Loan and Servicing Agreement by and among the Borrower, as borrower, the Company, as transferor and as servicer, Morgan Stanley Senior Funding, Inc., as administrative agent, each of the lenders from time to time party thereto (the “ Lenders ”), and Wilmington Trust, National Association, as collateral agent, account bank and collateral custodian (the “ MS Facility Agreement ”).
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Source: SEC EDGAR
accession 0001193125-24-049456
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