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Neural Foundry's avatar

Solid move switching to Western Alliance after the covenant pressure at BankUnited. The tiered leverage pricing structure actually gives them breathing room to scale without getting hammered on rate if they need to gear up for production spikes on those defense contracts. Seen alot of Tier 2 aerospace suppliers get boxed in by tight covenants right when demand surges, and with the A-10 fleet modernization programs still active this is better timing than the old facility woud've allowed.

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Derek R Brunelle's avatar

Agree - need to take a closer look at these businesses but “traditional” facilities and or banking partners might not have the flexibility to really serve these businesses and their tier 1 customers adequately. Will be interesting to watch this deal over the coming years.

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