Answers / Private Equity

When would a sponsor choose a unitranche facility over a traditional senior-plus-mezzanine structure?

An advanced Private Equity question — expect it in final rounds and case-heavy interviews (IB, PE, Big-4 Transaction Services).

THE SHORT ANSWER

A unitranche blends senior and subordinated debt into a single facility at one blended rate, provided by a direct lender or credit fund. Sponsors choose it for speed and certainty — one lender, one document, faster execution, helpful in a competitive auction — and simplicity (no intercreditor negotiation between senior and mezz, though an Agreement Among Lenders may sit behind it). It often offers higher leverage and more flexible, covenant-lite terms than a bank club, and a single relationship for add-on financing in a buy-and-build. The trade-off is cost: the blended rate is usually higher than the senior portion of a bank structure, and direct lenders price for the flexibility and the subordination they're taking. So you'd favor unitranche for mid-market deals prizing speed, certainty and leverage; a senior+mezz bank structure when minimizing all-in cost and accessing larger quantum matters more.

WHAT INTERVIEWERS LISTEN FOR

  • Unitranche = single blended senior+sub facility from a direct lender
  • Speed, certainty, simplicity (no senior/mezz intercreditor)
  • Often higher leverage, more flexible/cov-lite terms
  • Trade-off: higher blended cost than bank senior

COMMON MISTAKES

  • Thinking unitranche is just cheap senior debt
  • Ignoring the cost-vs-speed/flexibility trade-off
  • Not knowing it's direct-lender provided

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