Module IV· Debt RatiosIntermediate
Question

How long do LBO debt tranches typically run before they must be refinanced — and why?

Answer

LBO debt has maturities that are considerably longer than the sponsor's typical hold period. Middle-market standard:

TrancheMaturity
RCF5 years
TLA5–6 years
TLB7 years
Mezzanine7–9 years
Holdco PIK8–10 years

At exit (typically Year 5–7) the buyer refinances the debt with its own capital structure — the sponsor repays all tranches at the closing of the sale transaction.

Deep diveShow more details

Maturity should be 1–2 years longer than the planned hold period, to keep optionality for a hold extension.

If the sponsor holds longer than planned (e.g. Year 6 instead of 5), the TLB maturity draws near. Refinancing risk becomes pricing-relevant — in a difficult market banks can demand higher spread premiums.

  • Inside maturities: if senior debt matures before the Mezzanine, the Mezzanine must be refinanced or restructured, otherwise cross-default.
  • Refi market conditions are uncertain: cheap in a boom, high spread premiums in a crisis.

Question: "How do you structure maturities?"
Answer: "Senior 7-year bullet, Mezzanine 8–9 years — the Mezzanine always longer than the senior, otherwise inside-maturity risk. With a 5–7 year hold that gives enough refi optionality without market conditions at the exit date holding the sale to ransom"