Mezzanine

Debt

Turkish: Mezzanine Finansman

Short definition

Mezzanine is the hybrid layer between senior debt and equity. It is junior, often with PIK or warrants; the cash coupon looks dearer than senior and more “disciplined” than equity.

Detailed explanation

It sits second on seniority and collateral; LGD is high. Covenants sit inside the senior pack or in a separate holdco.

Whether WACC counts it as debt or equity depends on cash coupon and shield. Rating agencies may treat a slice as equity-like.

Why it matters for the CFO

In an LBO or a growth gap, mezzanine fills the hole without an equity issue — at the price of PIK and exit dilution (warrants).

How to read it

All-in is cash coupon + PIK + warrant + fees. “Cheaper than equity” is wrong if you only compare the cash coupon.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

What to learn next

  1. Subordinated Debt
  2. Senior Debt
  3. Payment-in-Kind (PIK)
  4. Leveraged Buyout (LBO)
  5. Equity Financing

Definitions are educational. They are not investment, credit or tax advice.