Bank Loans

Types of bank loans

  • Commitment — how the bank agrees to lend
    • Evergreen credit — no fixed end date; continuously renews, always accessible
    • Revolving credit (revolver) — draw, repay, redraw up to a set limit
  • Maturity — when the loan must be repaid
    • Bridge loan — short-term, bridges a gap until permanent funding arrives
    • Self-liquidating — repaid by the cash flows the loan itself finances (e.g. inventory → sale → repayment)
    • Term loans — fixed repayment schedule over a set period

Rate of Interest:

  • fixed - stays the same for the life of the loan
  • floating (e.g. SOFR (daily interest rate, published by the Fed) + spread (bank compensation for credit risk))
    determines interest rate risk for the borrower (may increase)

Syndicated Loans — loan too large for one bank; a syndicate of banks shares the risk, led by an arranger

Commercial Paper and Medium-Term Notes

Raise money directly from markets instead of through banks.

Commercial Paper companies borrow money from investors by issuing short-term unsecured debt (your own “banknotes”=money basically). Very short maturity typically.

Medium-Term Notes Maturity 1-10 years usually. Like bonds they pay interest - issued more flexibly rather than in one big offering.

This is useful for disintermediation - no banks that has to assume a risk by giving a loan.