Covenants

Clean-down

A clean-down requires the line to sit at or near zero for a short window each year. It is the test that proves a revolver funds swings rather than a permanent hole, and failing it changes what the facility is.

Also called clean down period · hard core borrowing · revolver clean-down · annual clean-down

Fig. 01

A line that never clears is telling you something. What it is telling you depends on why.

Why a line fails its clean-downA strip ranking the reasons a revolving facility fails to clear, by how seriously a lender reads each. Growth absorbing working capital is read as the most manageable, because it is a good problem that a larger or differently shaped facility can solve. A seasonal pattern that has shifted is read as a sizing question. Capital expenditure funded out of the revolver is read as a structuring error, since long-lived assets should not sit on a working-capital line. And a permanent operating deficit is read most seriously, because the facility is funding losses rather than timing.Growth absorbing working capitalA good problemThe seasonal pattern has shiftedCapex funded from the revolverA permanent operating deficitFunding lossesRead as manageableRead as serious
Causes of a failed clean-down
CauseHow it is read
Growth absorbing working capitalA good problem
The seasonal pattern has shifted28–50 on the scale
Capex funded from the revolver50–74 on the scale
A permanent operating deficitFunding losses

Why revolving facilities fail a clean-down, ranked by how seriously a lender reads each cause. Illustrative of practice; no clean-down window length or failure statistic is published and none is asserted.

What it is

A requirement that the revolving line sits at or near zero for a short window each year.

It is not a covenant in the financial-ratio sense and it does not test earnings. It tests the shape of your borrowing: whether the facility is doing the job it was documented to do.

The purpose is stated plainly: the clean-down is proof that the line funds swings rather than a permanent hole. A business whose need rises and falls will pass it without effort, because there is a point in the year when the money has come back in.

Why lenders require it

Because a revolving facility and a term loan are priced, sized and secured differently, and a permanently drawn revolver is a term loan that has been documented as something else.

The lender's exposure is not what the agreement says the facility is; it is what is outstanding. A line that never clears carries a permanent balance with none of the amortisation, maturity discipline or pricing that permanent debt would attract.

There is a credit dimension too. A business that has never repaid its working-capital line has not shown that it can. The clean-down is the only routine test in a facility agreement that requires a borrower to repay something.

Fig. 02

A failed clean-down is rarely an acceleration. It is a reclassification, and the consequences follow from that.

What follows a failed clean-downA strip showing what follows a failed clean-down, ordered by how often each is the outcome. A question at the next review is the usual response, and the answer given largely determines what happens next. A resizing, where the line is cut to what does swing, is common. A requirement to term out the permanent portion into an amortising facility is a frequent condition of renewal. Formal waiver or default action is rare, because a clean-down failure is a signal about structure rather than an inability to pay.A question at the next reviewAlmost alwaysThe line is resizedTerm out the permanent portionFormal waiver or default actionRareThe usual outcomeRare
Outcomes after a failure
OutcomeHow common
A question at the next reviewAlmost always
The line is resized22–48 on the scale
Term out the permanent portion44–70 on the scale
Formal waiver or default actionRare

What follows a failed clean-down, ranked by how often each is the actual outcome. Illustrative of practice; agreements differ in whether a clean-down failure is a breach at all.

What failing it reveals

That the facility is term debt wearing a working-capital label, and a lender will say so.

The published description is direct: a permanently drawn revolver has no headroom left for the swing it was built to absorb, it will fail the annual clean-down its agreement requires, and its lender will read it for what it is.

That second clause matters as much as the first. A facility sized for a swing and permanently drawn has nothing left for the swing. So the business has both mislabelled its debt and removed its own working-capital cushion, which is the position it was borrowing to avoid.

The economics reverse too. Hold a £4m need all year on a revolver and the interest bill reaches £270,000, the commitment fee falls away entirely, and the price argument for a revolver over a term loan disappears with it. A revolver's cost advantage exists only while part of it is undrawn.

Why lines fail

Four causes recur, and a lender reads them very differently.

Growth absorbing working capital is the most benign. A business selling more carries more in debtors and stock, and the line reflects that. It is a good problem, and the answer is usually a larger or differently shaped facility rather than a difficult conversation.

A shifted seasonal pattern is a sizing question. Where the trough has moved or shallowed, the clean-down window may simply be in the wrong month, which is negotiable.

Capital expenditure funded from the revolver is a structuring error. Long-lived assets should not sit on a working-capital line, and the fix is to term out or refinance that spending onto something matched to the asset.

A permanent operating deficit is the serious one. Where the line is funding losses rather than timing, the clean-down failure is a symptom and the facility is not the problem.

What happens when you fail

Usually a question, not an acceleration, and the answer you give shapes everything after it.

Agreements differ on whether a clean-down failure is a breach at all. In many it is an undertaking whose failure invites a discussion at the next review rather than triggering anything automatic. Where it is drafted as an event of default, that is worth knowing before signing rather than after.

The common outcomes are a resizing of the line to what does swing, or a condition on renewal that the permanent portion is termed out into an amortising facility. Both are reasonable responses to what the failure has revealed.

What makes it worse is a borrower who has clearly engineered a temporary clear-down by delaying supplier payments across the window. Lenders look at the pattern either side of the test, and a line that dips for a fortnight and returns immediately reads as an attempt to pass rather than as a swing.

Fig. 03

The honest fix is to fund the permanent part permanently. Everything else manages the symptom.

How to deal with a hard coreA strip ranking the responses open to a business whose revolving facility carries a permanent core, by how well each addresses the underlying position. Timing payments around the clean-down window manages the symptom and is visible to any lender who looks. Improving cash conversion to shrink the core helps and takes time. Splitting the requirement into a term tranche for the permanent part and a smaller revolver for the swing fixes the structure. And an asset-based facility that flexes with the debtor book can suit a business whose working-capital need has outgrown a fixed line entirely.Time payments around the windowVisible to a lenderImprove cash conversionSplit into term plus a smaller RCFMove to an asset-based facilityManages the symptomFixes the position
Responses to a hard core
ResponseHow well it works
Time payments around the windowVisible to a lender
Improve cash conversion30–55 on the scale
Split into term plus a smaller RCF58–82 on the scale
Move to an asset-based facility72–96 on the scale

Responses to a hard core of permanent borrowing on a revolving line, ranked by how well each addresses the underlying position. Illustrative of practice, not measured data.

The hard core

The portion of the line that never comes back, and naming it honestly is the start of fixing it.

Most businesses that fail a clean-down do not have a wholly permanent balance. They have a genuine swing sitting on top of a floor that has built up over years, often from a growth phase that was never refinanced.

The useful exercise is to look at the lowest balance in each of the last three years. That number is the hard core, and it is permanent funding whatever the facility is called.

Once it is named, the answer is usually straightforward: term out the core over a profile matched to what it funded, and keep a smaller revolver for the swing that remains. The total borrowing does not change. What changes is that the structure now matches the need, the clean-down becomes passable, and the revolver has headroom again.

Where an asset-based facility fits

Where the working-capital need has outgrown what a fixed line can sensibly cover.

A revolver is a fixed commitment sized once. A borrowing base is re-measured continuously and rises with the debtor book, so a business whose need grows with its sales is matched by it rather than constrained by it.

Clean-down requirements sit differently on such facilities, because availability is defined by the collateral rather than by a periodic proof of repayment. That is not an escape from discipline; the reporting burden is heavier and the eligibility rules do their own constraining.

It suits a business with a real and growing debtor book. It does not suit one whose line is permanently drawn because it is funding losses, and it should not be reached for as a way of avoiding a clean-down that is telling the truth.

What to negotiate

The window, the level, and whether failing it is a default.

On the window, the month matters. A clean-down set in your peak working-capital month is a test you will fail every year regardless of how well the business runs. The trough is the month to ask for, supported by three years of monthly balances showing where that trough sits.

On the level, at or near zero is the convention but the definition of near is worth agreeing. A requirement to reach an absolute zero on a facility with a small unavoidable float is harder than one expressed as a percentage of the commitment.

And on consequence, establish whether a failure is an event of default or an undertaking that prompts a conversation. Those are very different positions and the drafting is rarely raised at term-sheet stage.

None of these is usually contentious. They are simply not discussed unless a borrower raises them, and by the time the clean-down matters the facility is signed.

Common questions

What is a clean-down requirement?

A requirement that the revolving line sits at or near zero for a short window each year. It does not test earnings; it tests the shape of your borrowing, and it is proof that the facility funds swings rather than a permanent hole.

How long does the clean-down window last?

We publish no number of days, and the convention is described only as a short window each year. The specific length is a term of your agreement rather than a market standard, so read it rather than assuming, and note that the month it falls in matters more than its length.

Why do lenders ask for it?

Because a permanently drawn revolver is a term loan under another name, which carries a permanent balance with none of the amortisation, maturity discipline or pricing that permanent debt would attract. It is also the only routine test in a facility agreement that requires a borrower to repay something.

What happens if my line never reaches zero?

Usually a question at the next review rather than an acceleration. The common outcomes are a resizing of the line to what does swing, or a condition on renewal that the permanent portion is termed out. Whether it is a formal event of default depends on your drafting.

Does a permanently drawn revolver cost more?

The cost advantage disappears. Hold a £4m need all year and the interest reaches £270,000 while the commitment fee falls away entirely, so the price argument for a revolver over a term loan goes with it. A revolver is cheaper only while part of it is undrawn.

What is a hard core?

The portion of the line that never comes back. Look at the lowest balance in each of the last three years; that number is permanent funding whatever the facility is called. Naming it is the start of fixing it, and the fix is to term it out over a profile matched to what it funded.

Can I just pay it down for the test?

Lenders look at the pattern either side of the window. A line that dips for a fortnight and returns immediately reads as an attempt to pass rather than as a genuine swing, and it usually makes the conversation worse rather than avoiding it.

What should I negotiate before signing?

The month the window falls in, since a clean-down set in your peak working-capital month is a test you will fail every year. The definition of near zero, particularly if you carry an unavoidable float. And whether failing it is an event of default or an undertaking that prompts a discussion.

The full treatment sits in the guide: rcf vs term loan.

This page explains a term as it is used in the UK lower-mid-market. It is general information, not advice on any particular facility. Terms vary between lenders and between deals, and the drafting in your own agreement governs.