S&P: Announcement Of $160 Million Upsizing
All of our other ratings on Pro Mach Group also remain unchanged.
We expect that the company will use the proceeds from this transaction to build up its liquidity for future acquisitions and to repay a portion of its outstanding second-lien secured notes, subject to an amendment on the existing first-lien facilities.
RECOVERY ANALYSIS
Key analytical factorsBased on the proposed incremental term loan, we're updating our recovery analysis as follows:Our recovery rating on Pro Mach's first-lien facilities reflects our expectations for meaningful (50%-70%; lower half of the range) recovery from the facility's senior secured standing in the capital structure and its first-priority lien on the security package, coupled with our estimated emergence enterprise value. Our recovery analysis assumes that Pro Mach will reorganize in a default scenario, given the company's existing relationships with its blue chip customer base and the high-profit-margin aftermarket services it provides for its installed machine base. Our analysis is based on an emergence EBITDA of $74 million. It incorporates our view of the cyclicality of Pro Mach's key end markets and the company's expected EBITDA margin at emergence. We calculated a net emergence enterprise value of approximately $352 million after priority administrative expenses. After satisfying priority claims and foreign credit facility lenders' claims, we believe that the residual value would be sufficient to provide the first-lien credit facility lenders with recovery prospects in the lower half of the 50%-70% range. Simulated default assumptionsSimulated year of default: 2018EBITDA at emergence: $74 millionEBITDA multiple: 5xSimplified waterfallGross enterprise value: $370 millionAdministrative expenses: $19 millionNet enterprise value: $352 millionValuation split (obligors/nonobligors): 81%/19%Priority claims: $1.0 millionCollateral value available to secured creditors: $326 millionSecured first-lien debt: $614 million--Recovery expectations: 50%-70% (lower half of the range)Note: All debt amounts include six months of prepetition interest. Collateral value equals asset pledge from obligors after priority claims plus equity pledge from nonobligors after nonobligor debt.
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