The Equity Participation Loan Agreement is commonly used in growth financing scenarios where traditional debt or pure equity financing may not be optimal. This document, governed by English and Welsh law, provides a structured framework for lenders to extend credit while participating in the borrower's success through equity-linked returns. It is particularly relevant for companies seeking flexible financing solutions that don't immediately dilute existing shareholders but offer lenders potential upside beyond traditional interest returns. The agreement typically includes comprehensive provisions covering loan terms, conversion or participation rights, security arrangements, and reporting requirements.
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1. Parties: Identification and details of the lender and borrower
2. Background: Context of the loan and equity participation arrangement
3. Definitions: Key terms used throughout the agreement
4. Loan Terms: Principal amount, interest rate, and repayment terms
5. Equity Participation Rights: Terms of equity conversion or profit sharing
6. Conditions Precedent: Conditions that must be met before loan disbursement
7. Representations and Warranties: Statements of fact by the borrower
8. Covenants: Ongoing obligations of the borrower
9. Events of Default: Circumstances that trigger default and remedies
1. Security: Details of any collateral or security arrangements when the loan is secured
2. Guarantees: Terms of any guarantees provided when third-party guarantees are involved
3. Information Rights: Rights to receive financial and other information when lender requires ongoing monitoring
4. Board Rights: Rights to appoint board members or observers when lender requires board representation
1. Conditions Precedent Schedule: Detailed list of conditions to be satisfied before drawdown
2. Form of Drawdown Notice: Template for requesting loan disbursement
3. Financial Covenants Schedule: Detailed financial ratios and requirements
4. Security Documents: Forms of security documentation if applicable
5. Equity Participation Calculations: Formulas and methods for calculating equity participation
6. Permitted Security Schedule: List of permitted security interests
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