B. J. Rosen

Global Head
Direct & Specialty Lending

D: +1 212 506 5246

E: bjrosen@orrick.com

Tools for the U.S. Corporate Direct Lending Community

Term
Sheet Generator

An online generator that prepares custom term sheets for download in Word

Engagement
Letter
Generator

An online generator that prepares custom engagement letters for download in Word

Deemed
Dividend
Analyzer

Determine how much credit support any U.S. borrower’s affiliate can provide under the U.S. tax code

Security
Framework

A simple diagram showing how to take a security interest in almost any type of U.S. asset

Direct
Lenders
List

A list of major U.S. direct lenders providing corporate secured loans larger than $20 million

Sample
Deal
Timeline

A baseline for how long the work-streams in a typical direct lending transaction often take

1 Hour Credit
Agreement
Review

A checklist to prioritize the most important parts of a credit agreement for lenders’ attention

Form
Updates

A catalog of every required technical change to credit agreements since the Financial Crisis

Annotated
Closing
Checklist

A customary checklist of closing documents, what they do, and which parties are responsible for them

Unitranche
Briefing

An in-depth analysis of agreements among lenders in unitranche transactions

ESOPs
101

An introduction to the basics of lending to finance ESOP buy-outs

Distressed
Download

A blog covering the latest legal news from the world of restructuring