The Syndication Process: A Private Equity Sponsor’s Perspective

The purpose of this program is to present the audience with an introduction to the syndication process in a middle-market acquisition financing from the viewpoint of a private equity sponsor, including an overview of the sponsor’s role and key considerations based on current market trends.  

Presented by Samantha Koplik, a partner in Dechert’s global finance practice, the program will cover syndication terms typically included in debt commitment papers for acquisition financing, including an in-depth discussion of market flex provisions. With a focus on the practical concerns that frequently arise for sponsors during syndication, the program will also review the impact of increasingly prevalent large-market terms on the syndication process for middle-market deals.  

Learning Objectives: 

1. Introduce the sponsor’s role and key considerations during syndication
2. Discuss specific syndication provisions and market flex terms and review primary negotiating points
3. Examine current market trends in middle-market acquisition financing and their effect on the syndication process and market flex provisions