LBO Restructuring March Deadline

Sophos Debt Refinancing Simulator

Sponsor: Thoma Bravo Target Maturity: Mar 2027 Facility: $2,400M Total

Restructuring Parameters Bloomberg Benchmark

Term Loan B tranche target for syndication (Prior: $2,100M TLB)
Blended SOFR + credit spread offered to participating lenders
Weighted average rate on existing legacy maturities
Reported ~$120M adj. quarterly EBITDA running at ~$650M run-rate
Target maturity shift out to 2029-2031
Includes $2,000M TLB + $400M drawn revolver & notes
Urgent Maturity Addressed - Covenant Compliant
Annual Interest Savings
$30.0M
From 8.75% to 7.25% spread
Interest Coverage Ratio
2.83
EBITDA / New Annual Interest
Post-Refinance Leverage
3.08x
Refinanced Facility / EBITDA
Runway Extension
4.5 yrs
Pushed past Mar 2027 cliff
Debt Facility Pro-Forma Composition $2,400M Total
New Refinanced TLB: $2,000M
Residual / Uncovered Debt: $400M
Cash Buffer: $320M

EBITDA Sensitivity Matrix vs. Pricing Coverage & Leverage Stress Test

EBITDA Case EBITDA ($M) Debt/EBITDA Net Debt/EBITDA Int. Coverage @ 6.5% Int. Coverage @ Cur Rate Int. Coverage @ 8.5%
Covenant Warning Threshold: Coverage < 2.0x or Leverage > 5.0x

Deal Intelligence & Sources

Case: Thoma Bravo portfolio company Sophos is addressing an urgent maturity cliff ahead of a March deadline (March 2027 term loan of ~$2.1B plus revolving credit facility). S&P revised outlook to negative from positive in May 2026 citing refinancing risks, while Moody's rated B3. Thoma Bravo and Goldman Sachs are leading loan syndication and amendment-and-extension negotiations without equity sponsor injections.

Reference: Bloomberg News Alert (@business) ยท Research Verified: 2026.