secwatch / observer
8-K filed March 6, 2024, 6:59 PM ET CIK 0001918712
debt confidence high sentiment neutral materiality 0.60

ARES STRATEGIC INCOME FUND: debt financing — Ares Strategic Income Fund enters $750M credit facility with Scotiabank; $500M initially available

ARES STRATEGIC INCOME FUND

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

ARES STRATEGIC INCOME FUND incurred credit facility of $750 million, of which $500 million will become available during the six-month period following the closing date with Bank of Nova Scotia at Secured Overnight Financing Rate plus an applicable margin of (i) 2.40% during t maturing reinvestment period ending September 1, 2026 and a final maturity date of March 1, 2033.

Instrument
credit facility
Principal
$750 million, of which $500 million will become available during the six-month period following the closing date
Counterparty
Bank of Nova Scotia
Rate
Secured Overnight Financing Rate plus an applicable margin of (i) 2.40% during t
Maturity
reinvestment period ending September 1, 2026 and a final maturity date of March 1, 2033
Event
incurrence
Exact text from the filing
On March 1, 2024, Ares Strategic Income Fund (the "Fund") entered into a Credit Agreement (the "Scotiabank Funding Facility") with ASIF Funding II, LLC, a wholly owned subsidiary of the Fund, as borrower (the "Borrower"), the Fund, as parent and servicer, the lenders from time to time parties thereto, the Bank of Nova Scotia, as administrative agent, U.S. Bank Trust Company, National Association, as collateral agent and collateral administrator, and U.S. Bank National Association, as custodian and document custodian, that (i) provides a facility amount of $750 million, of which $500 million will become available during the six-month period following the closing date and (ii) has a reinvestment period ending September 1, 2026 and a final maturity date of March 1, 2033.
View on SEC.gov
Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

ARES STRATEGIC INCOME FUND entered into Contribution Agreement with ASIF Funding II, LLC (effective 2024-03-01).

Action
entry
Counterparty
ASIF Funding II, LLC
Effective
2024-03-01
Exact text from the filing
on March 1, 2024, the Fund, as transferor, and the Borrower, as transferee, entered into a Contribution Agreement (the “Contribution Agreement,” and together with the Scotiabank Funding Facility, the “Borrower Agreements”), pursuant to which the Fund will transfer to the Borrower certain originated or acquired loans and related assets (collectively, the “Loans”) from time to time.
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

ARES STRATEGIC INCOME FUND entered into Scotiabank Funding Facility with The Bank of Nova Scotia valued at $750 million (effective 2024-03-01).

Action
entry
Agreement
credit facility
Counterparty
The Bank of Nova Scotia
Value
$750 million
Effective
2024-03-01
Exact text from the filing
On March 1, 2024, Ares Strategic Income Fund (the “Fund”) entered into a Credit Agreement (the “Scotiabank Funding Facility”) with ASIF Funding II, LLC, a wholly owned subsidiary of the Fund, as borrower (the “Borrower”), the Fund, as parent and servicer, the lenders from time to time parties thereto, the Bank of Nova Scotia, as administrative agent, U.S. Bank Trust Company, National Association, as collateral agent and collateral administrator, and U.S. Bank National Association, as custodian and document custodian, that (i) provides a facility amount of $750 million
View on SEC.gov

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Source: SEC EDGAR
accession 0001918712-24-000036
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