Press Release|Structured Credit

KBRA Assigns Ratings to Insurance Private Credit III LLC

26 Jun 2024   |   New York

Contacts

KBRA assigns ratings to two classes of notes issued by Insurance Private Credit III LLC (IPC III LLC), a direct lending facility that will originate and purchase middle market senior secured loans.

IPC III LLC is managed by Goldman Sachs Asset Management, L.P. (GSAM or the collateral manager) and will have approximately 2.15 years remaining in the reinvestment period at the Conversion Date (6/26/2024). The legal final maturity is on October 25, 2036. The ratings reflect expected credit enhancement levels, excess spread, and coverage tests including overcollateralization ratio and interest coverage tests.

The convertible Subordinated Notes may be drawn upon after closing and prior to the Conversion Date. On the Conversion Date, the convertible Subordinated Notes will be converted into a principal amount of Class A and B Notes according to the Target Debt Ratio. Afterward, the structure will be drawn upon on a pro-rata basis to ramp the portfolio further. As debt is drawn to ramp the portfolio, a set of pre-determined tests will govern minimum portfolio credit quality (K-WARF), weighted-average spread (WAS), and weighted-average recovery rate (WARR) of the portfolio. While macroeconomic conditions may impact overall credit quality over time, each individual portfolio acquisition will be tested against the collateral quality tests.

GSAM, through the GSAM Private Credit Group, is a middle market lender which has approximately $113.0 billion in capital under management.

The rating on the Class A Notes considers the timely payment of interest and ultimate payment of principal by the applicable stated maturity date, while the rating on the Class B Notes consider the ultimate payment of interest and principal.

To access rating and relevant documents, click here.

Click here to view the report.

Methodologies

Disclosures

Further information on key credit considerations, sensitivity analyses that consider what factors can affect these credit ratings and how they could lead to an upgrade or a downgrade, and ESG factors (where they are a key driver behind the change to the credit rating or rating outlook) can be found in the full rating report referenced above.

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.

Doc ID: 1004886

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