Module IV· Debt TranchesIntermediate
Question

What is a 'Delayed Draw Term Loan' (DDTL) and when is it used?

Answer

A Delayed Draw Term Loan (DDTL) is a term loan commitment that is not drawn immediately at closing but remains available over an agreed period (typically 12–24 months). While undrawn it carries a commitment fee of typically 50–100 bps p.a.

When does the sponsor use it?

  • Bolt-on acquisitions: pipeline capital without a repeated equity refresh
  • Known capex programs: a large investment spread over 18 months
  • Working-capital build-up in carve-outs: staggered financing needs
Deep diveShow more details

The platform company has an M&A pipeline of 3 bolt-ons at $30m each over 18 months. Instead of an equity refresh or a new TLB raise, the sponsor commits a $100m DDTL and draws it as each bolt-on closes.

AspectDDTLStandard TLB
Drawdownflexible over the periodone-shot at Closing
Commitment Fee on Undrawnyes (50–100 bps p.a.)no
Coupon on Drawnlike TLBlike TLB
Lender Riskhigher (uncertain timing)clearly defined

The sponsor pays a premium for the optionality but can execute the M&A roll-up strategy without repeated lender approval.

Lenders want a clear use-of-proceeds definition — typically "Permitted Acquisitions" with an EBITDA minimum or sector restriction. Without a tight definition, no DDTL appetite.

Question: "When do you request a DDTL?"
Answer: "With a clearly defined M&A pipeline of 2–3 identified targets. In the middle market, typically for Buy-and-Build platforms with an aggressive add-on strategy"