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Smart scan / 1045-00006
Client 1045
Capital Markets
Document types detected
Analysis / memo5
Contract / agreement3
Correspondence2
Engagement letter1
Other1
Parties across the matter
ASHFORD CAPITAL MARKETS LLCAshford Capital Markets LLCCapitol Trust Services LLCChen LLPCrestline Ratings International LLCDonahue LLPFinance Pinnacle Ratings Group IncHARKNESS LLPHarkness LLPPartner Velthorn Accounting Group LLPPinnacle Ratings Group IncRatings Crestline Ratings International LLCRedwood Servicing Solutions LLCTO SA
Chronology
2026-07-15 · underwriting-agreement-execution.docx
… ss A-1 Notes bear interest at a rate of 5.42% per annum and mature on July 15, 2026. The Original Class A-2 Notes bear interest at a rate of 5.78% per annum and have a Legal …
2024-06-16 · closing-memorandum-and-checklist.xlsx
… kness LLP (Hannah Brinkley / Carlos Espinoza) | 30 days post-closing (June 16, 2024) | In Progress | Compilation of all executed documents, opinions, certificates, and confi …
2024-06-15 · closing-memorandum-and-checklist.xlsx
… 024 Actual Closing / Funding Date | May 17, 2024 First Payment Date | June 15, 2024 Legal Final Maturity | January 15, 2029 Governing Law | New York Prepared By | Hannah Bri …
2024-06-15 · issuers-counsel-opinion-letter.docx
… ), payable monthly on the 15th day of each calendar month, commencing June 15, 2024, and have a legal final maturity date of January 15, 2029. The Tap Notes are being issued …
2024-06-15 · closing-confirmation-email.eml
… **KEY UPCOMING DATE** The first payment date on the Tap Notes is **June 15, 2024**. Congratulations on a smooth and efficient closing. Our thanks to you, Priya, Margaret …
2024-06-15 · supplemental-indenture-no-2-execution.docx
… ority of payments set forth in the Indenture. (h) First Payment Date. June 15, 2024. (i) Record Date. The last Business Day of the calendar month immediately preceding each …
2024-06-15 · underwriting-agreement-execution.docx
… ancial Industry Regulatory Authority, Inc. "First Payment Date" means June 15, 2024, being the first Payment Date on which interest on the Tap Notes shall be payable. "Inden …
2024-05-24 · underwriting-agreement-execution.docx
… iting; provided that in no event shall the Closing Date be later than May 24, 2024, unless otherwise agreed by each of the Parties. (b) Delivery of Tap Notes. On the Closin …
2024-05-17 · brb-officers-certificate.docx
… Tap Issuance of Class A-2 Notes Belmont Ridge Equipment Trust 2024-A May 17, 2024 PREAMBLE The undersigned, Derek Ashworth, in his capacity as Treasurer & Head of Capital …
2024-05-17 · bring-down-comfort-letter-request.docx
… yndicate). The closing of the Tap Issuance is currently scheduled for May 17, 2024 (the "Closing Date"), subject to the satisfaction of customary closing conditions, includ …
2024-05-17 · closing-memorandum-and-checklist.xlsx
… al Target Closing Date | May 10, 2024 Actual Closing / Funding Date | May 17, 2024 First Payment Date | June 15, 2024 Legal Final Maturity | January 15, 2029 Governing Law …
2024-05-17 · delaware-counsel-opinion-request-letter.docx
… sing and funding date for the tap issuance is currently scheduled for May 17, 2024 (the "Closing Date"). We would appreciate your firm's prompt attention to this matter, gi …
2024-05-17 · issuers-counsel-opinion-letter.docx
… : (212) 455-7200 Facsimile: (212) 455-7201 www.calderwoodharkness.com May 17, 2024 Belmont Ridge Equipment Trust 2024-A c/o Keyline Trust Company, National Association, as …
2024-05-17 · closing-confirmation-email.eml
… AB3) by Belmont Ridge Equipment Trust 2024-A closed and funded today, May 17, 2024. Net proceeds of $47,916,000 — reflecting gross proceeds of $48,060,000 at the 100.125% …
2024-05-17 · amendment-no-1-sale-servicing-agreement.docx
… th in Section 6.1 have been satisfied or waived. "Closing Date" means May 17, 2024, the date on which the Tap Notes are issued and the Tap Pool Receivables are conveyed to …
2024-05-17 · supplemental-indenture-no-2-execution.docx
… applicable provisions of the Base Indenture. "Tap Closing Date" means May 17, 2024, or such later date as the Issuer, the Servicer, and the Indenture Trustee may mutually a …
2024-05-17 · underwriting-agreement-execution.docx
… cing Date, which was 3.68%. "Closing Date" or "Settlement Date" means May 17, 2024, or such other date as the Parties may mutually agree in writing. "Comfort Letter" means …
2024-05-15 · bring-down-comfort-letter-request.docx
… iness days prior to the Closing Date — that is, through and including May 15, 2024 (the "Cut-Off Date") — that would require any modification of the statements, conclusions …
2024-05-13 · bring-down-comfort-letter-request.docx
… : (212) 554-7000 Facsimile: (212) 554-7001 www.calderwoodharkness.com May 13, 2024 Angela Ferris, CPA Audit Partner Velthorn Accounting Group LLP 345 Hudson Street, 14th Fl …
2024-05-13 · closing-memorandum-and-checklist.xlsx
… dit Partner | May 17, 2024 | Complete | Requested by C&H letter dated May 13, 2024 (Hannah Brinkley to Angela Ferris); flat fee $40,000 (inclusive of original comfort lette …
2024-05-10 · closing-memorandum-and-checklist.xlsx
… ctus Supplement Filed | April 22, 2024 Original Target Closing Date | May 10, 2024 Actual Closing / Funding Date | May 17, 2024 First Payment Date | June 15, 2024 Legal Fin …
2024-05-10 · delaware-counsel-opinion-request-letter.docx
… ft of the opinion letter be circulated to us for review no later than May 10, 2024. This date was the original target closing date for the tap issuance and, given the resch …
2024-05-10 · underwriting-agreement-execution.docx
… ead of 210 basis points (2.10%). "Original Target Closing Date" means May 10, 2024. "Owner Trustee" means Keyline Trust Company, National Association, a national banking as …
2024-04-30 · brb-officers-certificate.docx
… ervicing Agreement, is $49,344,000 as of the applicable cut-off date (April 30, 2024). (c) Each lease contract included in the Tap Pool satisfies all of the eligibility crite …
2024-04-30 · supplemental-indenture-no-2-execution.docx
… nture Trustee may mutually agree in writing. "Tap Cut-Off Date" means April 30, 2024. "Tap Issue Price" means 100.125% of the par amount of the Tap Notes, resulting in gross …
2024-04-25 · closing-memorandum-and-checklist.xlsx
… 5,000; addressed to Ashford and Meridian per C&H request letter dated April 25, 2024 B-3 | B. Opinions | Underwriter's Counsel Opinion — Hargrove, Sato & Chen LLP | Opinion o …
2024-04-25 · delaware-counsel-opinion-request-letter.docx
… : (212) 455-7800 Facsimile: (212) 455-7801 www.calderwoodharkness.com April 25, 2024 Robert Whitfield, Esq. Partner Whitfield & Donahue LLP 1000 North King Street, Suite 500 …
2024-04-22 · brb-officers-certificate.docx
… ement" means the Prospectus Supplement dated April 19, 2024, filed on April 22, 2024, pursuant to Rule 424(b)(5) under the Securities Act of 1933, as amended (the "Securities …
2024-04-22 · bring-down-comfort-letter-request.docx
… h the Tap Issuance, a prospectus supplement was filed with the SEC on April 22, 2024 pursuant to Rule 424(b)(5) under the Securities Act of 1933, as amended (the "Securities …
2024-04-22 · closing-memorandum-and-checklist.xlsx
… Signing / Pricing Date | April 19, 2024 Prospectus Supplement Filed | April 22, 2024 Original Target Closing Date | May 10, 2024 Actual Closing / Funding Date | May 17, 2024 …
2024-04-22 · delaware-counsel-opinion-request-letter.docx
… pectus Supplement relating to the Tap Notes was filed with the SEC on April 22, 2024, pursuant to Rule 424(b)(5) under the Securities Act of 1933, as amended. The closing and …
2024-04-22 · issuers-counsel-opinion-letter.docx
… he "Registration Statement"); and (h) The Prospectus Supplement dated April 22, 2024, filed with the SEC pursuant to Rule 424(b)(5) under the Securities Act of 1933, as amend …
2024-04-22 · closing-confirmation-email.eml
… 1. **Prospectus Supplement SEC Filing** — Confirmed already filed on April 22, 2024 under Rule 424(b)(5). Registration Statement No. 333-276891. 2. **EDGAR Filing of Form AB …
2024-04-22 · underwriting-agreement-execution.docx
… curities Act of 1933, as amended (the "Securities Act"), on or before April 22, 2024; E. In connection with the issuance of the Tap Notes, the Bank has agreed to sell and tra …
2024-04-19 · brb-officers-certificate.docx
… elivered Pursuant to Section 4(a) of the Underwriting Agreement dated April 19, 2024 $48,000,000 Tap Issuance of Class A-2 Notes Belmont Ridge Equipment Trust 2024-A May 17, …
2024-04-19 · bring-down-comfort-letter-request.docx
… BRB as depositor, servicer, and sponsor. The Tap Notes were priced on April 19, 2024 with a fixed coupon of 5.78% per annum, calculated on a 30/360 day count basis, at an iss …
2024-04-19 · closing-memorandum-and-checklist.xlsx
… ries 2024-A Total Outstanding | $398,000,000 Signing / Pricing Date | April 19, 2024 Prospectus Supplement Filed | April 22, 2024 Original Target Closing Date | May 10, 2024 …
2024-04-19 · delaware-counsel-opinion-request-letter.docx
… stee. Supplemental Indenture No. 2 was duly executed and delivered on April 19, 2024 (the "Supplemental Indenture No. 2"). The Base Indenture, as supplemented by Supplemental …
2024-04-19 · issuers-counsel-opinion-letter.docx
… are being issued pursuant to Supplemental Indenture No. 2 dated as of April 19, 2024 (the "Supplemental Indenture"), supplementing the Indenture dated as of January 29, 2024 …
2024-04-19 · closing-confirmation-email.eml
… LES** *Transaction Documents* - Supplemental Indenture No. 2 (dated April 19, 2024, among the Trust, Belmont Ridge Bank NA as Servicer, and Meridian Fiduciary Services, Inc …