EX-10.2 171 a2163176zex-10_2.htm EXHIBIT 10.2

Exhibit 10.2

 

 

NATIONAL MENTOR HOLDINGS, INC.

 

NATIONAL MENTOR, INC.,

as borrower

 

THE SEVERAL LENDERS
FROM TIME TO TIME PARTIES HERETO,

 

JPMORGAN CHASE BANK, N.A.

(formerly known as JPMORGAN CHASE BANK),
as administrative agent

 

and

 

 

J.P. MORGAN SECURITIES INC.

 

and

 

BANC OF AMERICA SECURITIES LLC,
as joint lead arrangers and joint bookrunners

 

 

FIRST AMENDMENT TO THE

AMENDED AND RESTATED CREDIT AGREEMENT

 

 

REFINANCING OF $174,562,500 TRANCHE B TERM LOAN FACILITY

 

 

March 30, 2005

 



 

FIRST AMENDMENT, dated as of March 30, 2005 (this “First Amendment”), to the Amended and Restated Credit Agreement, dated as of November 4, 2004 (the “Credit Agreement”), among NATIONAL MENTOR HOLDINGS, INC., a Delaware corporation (“Holdings”), NATIONAL MENTOR, INC., a Delaware corporation (the “Borrower”), the several banks and other financial institutions parties thereto (the “Existing Lenders” and, together with the Lenders providing the relevant Replacement Tranche B Term Loans (the “Replacement Tranche B Term Loan Lenders”), the “Lenders”), JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder (in such capacity, the “Administrative Agent”), and the other Agents parties thereto.

 

W I T N E S S E T H:

 

WHEREAS, the Borrower, the Existing Lenders and the Administrative Agent are parties to the Credit Agreement;

 

WHEREAS, the Borrower has requested that the Administrative Agent and the Lenders agree to amend the pricing of the Tranche B Term Loans under the Credit Agreement;

 

WHEREAS, the Lenders and the Administrative Agent are willing to agree to such amendment, but only upon the terms and subject to the conditions set forth herein; and

 

WHEREAS, the Borrower has asked J.P. Morgan Securities Inc. and Banc of America Securities LLC to act as joint lead arrangers and joint bookrunners for this First Amendment and J.P. Morgan Securities Inc. and Banc of America Securities LLC have agreed to serve in such capacities;

 

NOW THEREFORE, in consideration of the premises and the mutual covenants hereinafter set forth, the parties hereto hereby agree as follows:

 

1.             Defined Terms.  Unless otherwise defined herein, capitalized terms that are defined in the Credit Agreement are used herein as therein defined.

 

2.             Replacement of Tranche B Term Loans.

 

(a)           The Borrower acknowledges and agrees that (i) it wishes to reprice the Tranche B Term Loans in accordance with the pricing provided for in this First Amendment and (ii) with the consent of the Administrative Agent, and having given at least three Business Days’ advance notice to the Tranche B Term Loan Lenders, instead of prepaying the Tranche B Term Loans and borrowing new ones in order to effect such repricing, it has elected to require the Tranche B Term Loan Lenders not consenting to this First Amendment to assign their Tranche B Term Loans to the Administrative Agent and its designees and to amend with their consent and the consent of Tranche B Term Loan Lenders consenting to this First Amendment the pricing applicable to the Tranche B Term Loans as provided for in this First Amendment, all as permitted and contemplated by the last two paragraphs of Section 10.1 of the Credit Agreement.  Each of the Administrative Agent and its designees, and each existing Tranche B Term Loan Lender that consents to this First Amendment, shall automatically be deemed to be a Replacement Tranche B Term Loan Lender in accordance with the second to last paragraph of

 

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Section 10.1 of the Credit Agreement and no further action by such Tranche B Term Loan Lender shall be required.

 

(b)           The Administrative Agent and its designees as set forth on the signature pages hereto or in consents hereto (i) severally agree to purchase the Tranche B Term Loans being assigned as contemplated by paragraph (a) of this Section 2 on the First Amendment Effective Date (as defined below) in the respective principal amounts set forth with their signatures on such signature pages or consents and (ii) consent to the amendments to the Credit Agreement contained in this First Amendment.  Such purchase shall be made at par.  It is agreed, and notwithstanding any provision of the Credit Agreement to the contrary, that $174,000,000 of the Tranche B Term Loans shall be subject as of the First Amendment Effective Date to an Interest Period ending on May 9, 2005 and that the Eurodollar Rate applicable to such portion of the Tranche B Term Loans for such Interest Period shall be 2.77% per annum.  The remaining $562,500 of the Tranche B Term Loans shall be ABR Loans as of the First Amendment Effective Date.  The Borrower agrees to pay (i) accrued interest on the Tranche B Term Loans on the First Amendment Effective Date and (ii) any amounts due to the Tranche B Term Loan Lenders that are not Replacement Tranche B Term Loan Lenders pursuant to Section 2.20(c) of the Credit Agreement, as though the Tranche B Term Loans held by them had been prepaid on the First Amendment Effective Date.

 

(c)           By receiving such purchase price to be made at par, as provided in the last two paragraphs of Section 10.1, the Tranche B Term Loan Lenders not consenting to this First Amendment shall automatically be deemed to have assigned their Tranche B Term Loans pursuant to the terms of the form of Assignment and Assumption attached as Exhibit E to the Credit Agreement, and accordingly no other action by such Tranche B Term Loan Lenders shall be required in connection with such assignment or this First Amendment.

 

3.             Amendments to Section 1.1.

 

(a)           The definition of “Applicable Margin” in Section 1.1 of the Credit Agreement is hereby amended in its entirety as follows:

 

Applicable Margin”:  for each Type of Loan, the rate per annum set forth under the relevant column heading below:

 

 

 

ABR Loans

 

Eurodollar Loans

 

 

 

 

 

 

 

Revolving Loans and Swingline Loans

 

2.25%

 

3.25%

 

 

 

 

 

 

 

Tranche B Term Loans

 

1.50%

 

2.50%

 

 

; provided, that (i) with respect to the Revolving Loans and Swingline Loans, on and after the first Adjustment Date after the Closing Date and (ii) with respect to the Tranche B Term Loans, on or after the First Amendment Effective Date (as defined in the First Amendment, dated as of March 30, 2005), in each case, the Applicable

 

2



 

Margin with respect to the Revolving Loans, Swingline Loans and Tranche B Term Loans will be determined pursuant to the Pricing Grid.

 

(b)           The definition of “Pricing Grid” contained in Section 1.1 of the Credit Agreement is hereby amended by replacing the “Pricing Grid for Tranche B Term Loans” as follows:

 

Pricing for Tranche B Term Loans:

 

Consolidated Leverage
Ratio

 

Applicable Margin for
Eurodollar Loans

 

Applicable Margin for
ABR Loans

 

> 3.50 to 1.00

 

2.50%

 

1.50%

 

< 3.50 to 1.00

 

2.25%

 

1.25%

 

 

4.             Amendment to Section 2.10.  Section 2.10 of the Credit Agreement is hereby amended by adding the following provisio after the first proviso at the end of the first sentence thereof:

 

provided further that, during the period from the First Amendment Effective Date (as defined in the First Amendment, dated March 30, 2005) to but excluding the first anniversary of the First Amendment Effective Date, any optional prepayment of the Tranche B Term Loans of any Lender using proceeds of Indebtedness incurred by the Borrower from a substantially concurrent issuance or incurrence of syndicated term loans provided by one or more banks or other financial institutions for which the interest rate payable thereon is lower than the Eurodollar Rate on the date of such optional prepayment plus the Applicable Margin with respect to the Tranche B Term Loans shall be accompanied by payment of a 1% prepayment premium on the principal amount of such Lender’s Tranche B Term Loan prepaid (unless such prepayment premium is waived by such Lender).”

 

5.             Conditions to Effectiveness of this First Amendment.  This First Amendment shall become effective upon the date (the “First Amendment Effective Date”) when the following conditions are satisfied:

 

(a)           First Amendment to Credit Agreement.  The Administrative Agent shall have received counterparts of this First Amendment or consents hereto (substantially in the form attached hereto as Exhibit A), duly executed and delivered by the Borrower and each Replacement Tranche B Term Loan Lender, provided that the Administrative Agent and its designees shall together have sufficient commitments to purchase all of the Tranche B Term Loans of the other Tranche B Term Loan Lenders that are not Replacement Tranche B Term Loan Lenders as contemplated hereby.

 

3



 

(b)           Fees.  The Administrative Agent shall have received all fees required to be paid on or before the First Amendment Effective Date, and all expenses required to be paid on or before the First Amendment Effective Date for which invoices have been presented.

 

(c)           Security Documents.  The Administrative Agent shall have received the Acknowledgment and Confirmation, substantially in the form of Exhibit B hereto, executed and delivered by an authorized officer of the Borrower and each other Loan Party.

 

(d)           Interest.  The Administrative Agent shall have received in immediately available funds an amount equal to the accrued interest on the Tranche B Term Loans and any amounts payable pursuant to Section 2.20(c) of the Credit Agreement.

 

(e)           Closing Certificate.  The Administrative Agent shall have received a certificate of the Borrower, dated the First Amendment Effective Date in a form satisfactory to the Administrative Agent.

 

6.             Representations and Warranties.

 

(a)           No Default.  No Default or Event of Default shall have occurred and be continuing on the First Amendment Effective Date or after giving effect to the transactions contemplated herein.

 

(b)           Representations and Warranties.  Each of the representations and warranties made by any Loan Party in or pursuant to the Loan Documents shall be true and correct in all material respects on and as of the First Amendment Effective Date (after giving effect hereto) as if made on and as of such date (other than representations and warranties which speak only as of a certain date, which representations and warranties shall be made only on such date).

 

7.             Payment of Expenses.  The Borrower agrees to pay or reimburse the Administrative Agent for all of its reasonable out-of-pocket costs and expenses incurred in connection with this First Amendment, any other documents prepared in connection herewith and the transactions contemplated hereby, including, without limitation, the reasonable fees and disbursements of counsel to the Administrative Agent, in each case in accordance with Section 10.5(a) of the Credit Agreement.

 

8.             Continuing Effect of the Credit Agreement.  This First Amendment shall not constitute an amendment or waiver of any provision of the Credit Agreement not expressly referred to herein and shall not be construed as an amendment, waiver or consent to any further or future action on the part of the Loan Parties that would require an amendment, waiver or consent of the Lenders or Administrative Agent.  Except as expressly amended hereby, the provisions of the Credit Agreement are and shall remain in full force and effect.  Any reference to the “Credit Agreement” in the Loan Documents or any related documents shall be deemed to be a reference to the Credit Agreement as amended by this First Amendment.

 

9.             Counterparts.  This First Amendment may be executed by one or more of the parties hereto on any number of separate counterparts (including by facsimile), and all of said counterparts taken together shall be deemed to constitute one and the same instrument.

 

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10.           Severability.  Any provision of this First Amendment which is prohibited or unenforceable in any jurisdiction shall, as to such jurisdiction, be ineffective to the extent of such prohibition or unenforceability without invalidating the remaining provisions hereof, and any such prohibition or unenforceability in any jurisdiction shall not invalidate or render unenforceable such provision in any other jurisdiction.

 

11.           Integration.  This First Amendment and the other Loan Documents represent the agreement of the Loan Parties, the Administrative Agent and the Lenders with respect to the subject matter hereof, and there are no promises, undertakings, representations or warranties by the Administrative Agent or any Lender relative to the subject matter hereof not expressly set forth or referred to herein or in the other Loan Documents.

 

12.           GOVERNING LAW.  THIS FIRST AMENDMENT AND THE RIGHTS AND OBLIGATIONS OF THE PARTIES UNDER THIS FIRST AMENDMENT SHALL BE GOVERNED BY, AND CONSTRUED AND INTERPRETED IN ACCORDANCE WITH, THE LAW OF THE STATE OF NEW YORK.

 

[THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK]

 

5



 

IN WITNESS WHEREOF, the parties hereto have caused this First Amendment to be duly executed and delivered by their proper and duly authorized officers as of the day and year first above written.

 

 

 

NATIONAL MENTOR HOLDINGS, INC.

 

 

 

 

 

By:

/s/ Edward M. Murphy

 

 

 

Name:  Edward M. Murphy

 

 

Title:    President and CEO

 

 

 

 

 

NATIONAL MENTOR, INC., as Borrower

 

 

 

 

 

By:

/s/ Edward M. Murphy

 

 

 

Name:  Edward M. Murphy

 

 

Title:    President and CEO

 

 

 

 

 

JPMORGAN CHASE BANK, N.A., as

 

Administrative Agent

 

 

 

 

 

By:

/s/ Dawn Lee Lum

 

 

 

Name:  Dawn Lee Lum

 

 

Title:    Vice President

 

 

National Mentor First Amendment Signature Page

 



 

 

Signature Page to the First Amendment, dated March     , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

[ILLEGIBLE] EUROPEAN CLO S.A.

 

 

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Collateral Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $826,460.59

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $          0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March     , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

AVALON CAPITAL LTD. 3

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Asset Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name: Thomas H.B. Ewald

 

Title: Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,611,457.49

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $      0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

CHAMPLAIN CLO, LTD.

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Collateral Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $522,013.08

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $      0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

CHARTER VIEW PORTFOLIO

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Investment Advisor

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $3,631,481.35

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $       0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

DIVERSIFIED CREDIT PORTFOLIO LTD.

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Investment Adviser

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,620,834.78

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $      0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

AIM FLOATING RATE FUND

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Sub-Advisor

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $794,374.19

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $     0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

INVESCO EUROPEAN CDO 1 S.A.

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Collateral Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name: Thomas H.B. Ewald

 

Title:   Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,134,837.91

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $     0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

INVESCO CBO 2000-1 LTD

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Portfolio Advisor

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $90,787.02

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $    0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

LOAN FUNDING IX LLC, for itself or as agent for
Corporate Loan Funding IX LLC

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Portfolio Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,348,473.66

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $    0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

SEQUILS-LIBERTY, LTD.

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Collateral Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,429,883.41

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $    0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

PETRUSSE EUROPEAN CLO S.A.

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Collateral Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $522,013.19

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $     0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

SAGAMORE CLO LTD.

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Collateral Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $522,013.09

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $    0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

SARATOGA CLO 1, LIMITED

 

By:

INVESCO Senior Secured Management, Inc.

 

 

As Asset Manager

 

 

 

/s/ Thomas H.B. Ewald

 

Name:  Thomas H.B. Ewald

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,870.33

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $    0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

KZH CRESCENT-3 LLC

 

 

 

/s/ Hi Hua

 

Name:  Hi Hua

 

Title:    Authorized Agent

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $748,125.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

KZH CYPRESSTREE-1 LLC

 

 

 

/s/ Hi Hua

 

Name:  Hi Hua

 

Title:    Authorized Agent

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $2,643,375.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

KZH STERLING LLC

 

 

 

/s/ Hi Hua

 

Name:  Hi Hua

 

Title:    Authorized Agent

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,596,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

WHITEHORSE I LTD.

 

Whitehorse Capital Partners LP

 

as Collateral Manager

 

 

 

/s/ Ethan Underwood

 

Name:  Ethan Underwood

 

Title:    Portfolio Manager

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,995,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

FRANKLIN FLOATING RATE TRUST

 

 

 

 

 

Name:  Richard Hsu

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,197,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

/s/ Richard Hsu

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 


 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

FRANKLIN FLOATING RATE MASTER
SERIES

 

 

 

 

 

Name:  Richard Hsu

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,197,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

/s/ Richard Hsu

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

FRANKLIN CLO III, LIMITED

 

 

 

/s/ David Ardini

 

Name:  David Ardini

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $798,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

FRANKLIN CLO II, LIMITED

 

/s/ David Ardini

 

Name:  David Ardini

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $798,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

PREMIUM LOAN TRUST I LTD.

 

 

 

/s/ Timothy S. Van Kirk

 

Name:  Timothy S. Van Kirk

 

Title:    Manager Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $    0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

General Electric Capital Corporation

 

 

 

/s/ Jeffrey P. Hoffman

 

Name:  Jeffrey P. Hoffman

 

Title:    Its Duly Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $15,960,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

CELERITY CLO LIMITED

 

By:

TCW Advisors, Inc.

 

 

As Agent

 

 

 

By:

/s/ Matthew A. Miller

 

Name:  Matthew A. Miller

 

Title:    Managing Director

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $498,750

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

C-SQUARED CDO LTD.

 

By:

TCW Advisors, Inc., as its Portfolio Manager

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

FIRST 2004-I CLO, LTD.

 

By:

TCW Advisors, Inc., its Collateral Manager

 

 

 

By:

/s/ Matthew A. Miller

 

Name:  Matthew A. Miller

 

Title:    Managing Director

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $2,244,375

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

FIRST 2004-II CLO, LTD.

 

By:

TCW Advisors, Inc., its Collateral Manager

 

 

 

By:

/s/ Matthew A. Miller

 

Name:  Matthew A. Miller

 

Title:    Managing Director

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,745,625

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March   , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Jefferson-Pilot Life Insurance Company

 

By:

TCW Advisors, Inc., as its Investment Advisor

 

 

 

By:

/s/ Matthew A. Miller

 

Name:  Matthew A. Miller

 

Title:    Managing Director

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $249,375

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

LOAN FUNDING I LLC, a wholly owned
subsidiary of Citibank, N.A.

 

 

 

By:

TCW Advisors, Inc., as portfolio manager of
Loan Funding I LLC

 

 

 

By:

/s/ Matthew A. Miller

 

Name:  Matthew A. Miller

 

Title:    Managing Director

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,496,250

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

TCW Senior Secured Loan Fund

 

By:

TCW Advisors, Inc., as its Investment Advisor

 

 

 

By:

/s/ Matthew A. Miller

 

Name:  Matthew A. Miller

 

Title:    Managing Director

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

VELOCITY CLO, LTD.

 

By:

TCW Advisors, Inc., its Collateral Manager

 

 

 

By:

/s/ Matthew A. Miller

 

Name:  Matthew A. Miller

 

Title:    Managing Director

 

 

 

By:

/s/ Jonathan R. Insull

 

Name:  Jonathan R. Insull

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,496,250

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Brown Brothers Harriman & Co.

 

 

 

/s/ John D. Rogers

 

Name:  John D. Rogers

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $6,982,499.98

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $   0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment,

 

dated March 28, 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Goldman Sachs Credit Partners, L.P.

 

 

 

/s/ Pedro Ramirez

 

Name:  Pedro Ramirez

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,655,850

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment,

 

dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Merrill Lynch Capital, a division of Merrill Lynch
Business Financial Services Inc.

 

 

 

/s/ Luis Viera

 

Name:  Luis Viera

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $7,481,250.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment,

 

dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

BALLYROCK CDO I Limited

 

By:

BALLYROCK Investment Advisors LLC,

 

 

as Collateral Manager

 

 

 

/s/ Lisa Rymut

 

Name:  Lisa Rymut

 

Title:    Assistant Treasurer

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,665,825

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

BALLYROCK CLO II Limited

 

By:

BALLYROCK Investment Advisors LLC,

 

 

as Collateral Manager

 

 

 

/s/ Lisa Rymut

 

Name:  Lisa Rymut

 

Title:    Assistant Treasurer

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,665,825

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Venture IV CDO Limited

 

By its investment advisor, MJX Asset Management

 

LLC

 

 

 

/s/ Kenneth Ostmann

 

Name:  Kenneth Ostmann

 

Title:    Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Vista Leveraged Income Fund

 

By its investment advisor, MJX Asset Management LLC

 

 

 

/s/ Kenneth Ostmann

 

Name: Kenneth Ostmann

 

Title:   Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sequils-Centurion V, Ltd.

 

By:  American Express Asset Management Group,

 

Inc. as Collateral Manager

 

 

 

/s/ Vincent P. Pham

 

Name:  Vincent P. Pham

 

Title:    Director-Operations

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $897,750

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Centurion CDO II, Ltd.

 

By:  American Express Asset Management Group,

 

Inc. as Collateral Manager

 

 

 

/s/ Vincent P. Pham

 

Name:  Vincent P. Pham

 

Title:    Director-Operations

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $847,875

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Centurion CDO VI, Ltd.

 

By:  American Express Asset Management Group,

 

Inc. as Collateral Manager

 

 

 

/s/ Vincent P. Pham

 

Name:  Vincent P. Pham

 

Title:    Director-Operations

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $798,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Centurion CDO VII, Ltd.

 

By:  American Express Asset Management Group,

 

Inc. as Collateral Manager

 

 

 

/s/ Vincent P. Pham

 

Name:  Vincent P. Pham

 

Title:    Director-Operations

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $2,194,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Centurion CDO 8, Limited

 

By:  American Express Asset Management Group,

 

Inc. as Collateral Manager

 

 

 

/s/ Vincent P. Pham

 

Name:  Vincent P. Pham

 

Title:    Director-Operations

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Denali Capital LLC, managing member of DC

 

Funding Partners, portfolio manager for DENALI

 

CAPITAL CLO I, LTD., or an affiliate

 

 

 

/s/ Robert M. Coseo

 

Name: Robert M. Coseo

 

Title: Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,795,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $TBD

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 


 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Denali Capital LLC, managing member of DC

 

Funding Partners, portfolio manager for DENALI

 

CAPITAL CLO III, LTD., or an affiliate

 

 

 

/s/ Robert M. Coseo

 

Name:  Robert M. Coseo

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,795,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $ TBD

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March     , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Denali Capital LLC, managing member of DC

 

Funding Partners, portfolio manager for DENALI

 

CAPITAL CLO IV, LTD., or an affiliate

 

 

 

/s/ Robert M. Coseo

 

Name:  Robert M. Coseo

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,396,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $ TBD

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Oppenheimer Senior Floating Rate Fund

 

 

 

/s/ Lisa Chaffee

 

Name:  Lisa Chaffee

 

Title:    AVP

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,995,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Stanfield/RMF Transatlantic CDO Ltd.

 

By:

Stanfield Capital Partners LLC

 

 

as its Collateral Manager

 

 

 

/s/ [Illegible]

 

Name:  [Illegible]

 

Title:    Managing Partner

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,995,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Stanfield Modena CDO, Ltd.

 

By:

Stanfield Capital Partners, LLC

 

 

as its Asset Manager

 

 

 

/s/ [Illegible]

 

Name:  [Illegible]

 

Title:    Managing Partner

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,496,250.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Hamilton CDO, Ltd.

 

By:

Stanfield Capital Partners LLC

 

 

As Its Collateral Manager

 

 

 

/s/ [Illegible]

 

Name:  [Illegible]

 

Title:    Managing Partner

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,496,250.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March 29, 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

BUSHNELL CBNA LOAN FUNDING LLC, FOR

 

ITSELF OR AS AGENT FOR BUSHNELL CFPI

 

LOAN FUNDING LLC

 

 

 

/s/ Dominic Blea

 

Name:  Dominic Blea

 

Title:    As Attorney-in-Fact

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,995,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

GSC PARTNERS CDO FUND V, LIMITED

 

By:  GSCP (NJ), L.P, as Collateral Manager

 

 

 

/s/ Alexander Wright

 

Name:  Alex Wright

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,995,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

WIND RIVER CLO I LTD.

 

 

 

/s/ James R. Fellows

 

Name:  James R. Fellows

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Dryden III - Leveraged Loan CDO 2002

 

 

 

/s/ Timothy W. Aker

 

By Prudential Investment Management, Inc., as

 

Collateral Manager

 

Timothy W. Aker

 

Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $3,990,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Dryden IV - Leveraged Loan CDO 2003

 

 

 

/s/ Timothy W. Aker

 

By Prudential Investment Management, Inc., as

 

Collateral Manager

 

Timothy W. Aker

 

Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $3,990,000.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Amam Group Pension Trust II for the Amam

 

Broadscope Pool

 

 

 

/s/ [Illegible]

 

Name:

 

Title:  AT

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Hewlett’s Island CDO, Ltd.

 

By:  CypressTree Investment Management

 

Company, Inc., as Portfolio Manager

 

 

 

By:

/s/ Martha Hadeler

 

Name:  Martha Hadeler

 

Title:    Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

HUDSON STRAITS CLO 2004, LTD.

 

By Royal Bank of Canada as Collateral Manager

 

 

 

By:

/s/ Melissa  Marano

 

Name:  Melissa Marano

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $3,990,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

GRANITE VENTURES I LTD.

 

 

 

By:

Stone Tower Debt Advisors LLC

 

 

as its Collateral Manager

 

 

 

By:

/s/ [Illegible]

 

Name:

 

Title:    Authorized Signatory

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,995,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Azur Funding

 

 

 

/s/ Frank Fletcher

 

Name:  Frank Fletcher

 

Title:    Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $13,965,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March 29, 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

CYPRESSTREE CLAIF FUNDING LLC

 

 

 

By:

/s/ Meredith J. Koslick

 

Name:  Meredith J. Koslick

 

Title:    Assistant Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March 29, 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

HARBOUR TOWN FUNDING LLC

 

 

 

By:

/s/ Meredith J. Koslick

 

Name:  Meredith J. Koslick

 

Title:    Assistant Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,870.33

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sankaty Advisors, LLC as Collateral Manager for

 

Castle Hill II - INGOTS, Ltd., as Term Lender

 

 

 

/s/ Jeffrey Hawkins

 

Name:  Jeffrey Hawkins

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,815,740.68

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sankaty Advisors, Inc., as Collateral Manager for

 

Brant Point CBO 1999-1 LTD., as Term Lender

 

 

 

/s/ Jeffrey Hawkins

 

Name:  Jeffrey Hawkins

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,220.31

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sankaty Advisors, LLC as Collateral Manager for

 

Castle Hill III CLO, Limited, as Term Lender

 

 

 

/s/ Jeffrey Hawkins

 

Name:  Jeffrey Hawkins

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,870.43

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sankaty Advisors, LLC as Collateral Manager for

 

Race Point CLO, Limited, as Term Lender

 

 

 

/s/ Jeffrey Hawkins

 

Name:  Jeffrey Hawkins

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,870.43

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sankaty Advisors, LLC as Collateral Manager for

 

Race Point II CLO, Limited, as Term Lender

 

 

 

/s/ Jeffrey Hawkins

 

Name:  Jeffrey Hawkins

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,810.43

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sankaty Advisors, LLC as Collateral Manager for

 

Castle Hill I - INGOTS, Ltd., as Term Lender

 

 

 

/s/ Jeffrey Hawkins

 

Name:  Jeffrey Hawkins

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,870.43

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Sankaty Advisors, LLC as Collateral Manager for

 

Loan Funding XI LLC, as Term Lender

 

 

 

/s/ Jeffrey Hawkins

 

Name:  Jeffrey Hawkins

 

Title:    Senior Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,118,569.06

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 


 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

LONG LANE MASTER TRUST IV

 

 

 

/s/ Ann E. Morris

 

Name:  Ann E. Morris

 

Title:    Authorized Agent

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $2,507,607.58

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

By:  Callidus Debt Partners CDO Fund I, Ltd.

 

By:  Its Collateral Manager

 

Callidus Capital Management, LLC

 

 

 

/s/ Wayne Mueller

 

Name:  Wayne Mueller

 

Title:    Senior Managing Director

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $997,500

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $     -

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

SENIOR DEBT PORTFOLIO

 

By:

Boston Management and Research as

 

 

Investment Advisor

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $2,443,875

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

EATON VANCE SENIOR INCOME TRUST

 

 

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $922,687.50

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

EATON VANCE INSTITUTIONAL SENIOR
LOAN [ILLEGIBLE]

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,346,625

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

COSTANTINUS EATON VANCE CDO V, LTD.

 

 

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $783,037.50

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

EATON VANCE CDO VI LTD.

 

 

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $783,037.50

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

GRAYSON & CO.

 

 

 

By:

BOSTON MANAGEMENT AND

 

 

RESEARCH AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $6,105,950

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

THE NORINCHUKIN BANK, NEW YORK

 

BRANCH, through State Street Bank and Trust

 

Company N.A. as Fiduciary Custodian

 

 

 

By:  Eaton Vance Management, Attorney-in-fact

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,632,162.52

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

EATON VANCE

 

LIMITED DURATION INCOME FUND

 

 

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $847,875

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

[ILLEGIBLE]

 

 

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $249,375

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

EATON VANCE SENIOR FLOATING-RATE TRUST

 

 

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,319,187.50

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March   , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

EATON VANCE FLOATING-RATE INCOME TRUST

 

 

 

By:

EATON VANCE MANAGEMENT

 

 

AS INVESTMENT ADVISOR

 

 

 

/s/ Payson F. Swaffield

 

Name:  Payson F. Swaffield

 

Title:    Vice President

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $922,687.50

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Nationwide Life Insurance Company Separate

 

Account-B Retirement

 

 

 

/s/ Thomas S. Leggett

 

Name:  Thomas S. Leggett

 

Title:    Associate Vice President

 

             Public Bonds

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $907,870.34

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Nationwide Mutual Insurance Company

 

 

 

/s/ Thomas S. Leggett

 

Name:  Thomas S. Leggett

 

Title:    Associate Vice President

 

             Public Bonds

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $10,679,132.59

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $    0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Nationwide Life Insurance Company

 

 

 

/s/ Thomas S. Leggett

 

Name:  Thomas S. Leggett

 

Title:    Associate Vice President

 

             Public Bonds

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,879,247.09

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $0

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

 

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

ACA CLO 2005-1, Limited

 

 

 

/s/ [Illegible]

 

Name:

 

Title:

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $1,000,000

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $1,000,000

 

 

 

 

 

New Tranche B Term Loan Lenders,

 

Including Designees of JPMorgan Chase Bank, N.A.

 

 

 

[NAME OF TRANCHE B TERM LOAN LENDER]

 

 

 

/s/ [Illegible]

 

Name:

 

Title:

 

 

 

Principal Amount of Tranche B Term

 

Loans to be Purchased by It: $

 



 

 

Signature Page to the First Amendment, dated March    , 2005, to the Amended and Restated Credit Agreement, dated as of November 4, 2004, among NATIONAL MENTOR HOLDINGS, INC., NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions parties thereto, JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent for the Lenders thereunder, and the other Agents parties thereto

 

 

 

Existing Tranche B Term Loan Lenders

 

Consenting to this First Amendment

 

 

 

Oasis Collateralized High Income Portfolios-I Ltd.

 

 

 

By:

Patriarch Partners XIII, LLC

 

 

Its Managing Agent

 

 

 

/s/ Lynn Tilton

 

Name:  Lynn Tilton

 

Title:    Manager

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $249,375.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $ 0

 

 

 

Aeries Finance-II Ltd.

 

 

 

By:

Patriarch Partners X, LLC

 

 

Its Managing Agent

 

 

 

/s/ Lynn Tilton

 

Name:  Lynn Tilton

 

Title:    Manager

 

 

 

Principal Amount of its

 

Existing Tranche B Term Loan: $249,375.00

 

 

 

Additional Amount of Tranche B

 

Term Loan to be Purchased by It: $ 0

 



 

EXHIBIT A

 

FORM OF LENDER CONSENT LETTER

 

NATIONAL MENTOR, INC.

AMENDED AND RESTATED CREDIT AGREEMENT

DATED AS OF NOVEMBER 4, 2004

 

To:

JPMorgan Chase Bank, N.A.,

 

  as Administrative Agent

 

270 Park Avenue

 

New York, New York 10017

 

Ladies and Gentlemen:

 

Reference is made to that certain AMENDED AND RESTATED CREDIT AGREEMENT, dated as of November 4, 2004 (the “Credit Agreement”; the terms defined therein being used herein as therein defined), among NATIONAL MENTOR HOLDINGS, INC. (“Holdings”), NATIONAL MENTOR, INC. (the “Borrower”), the several banks and other financial institutions or entities from time to time parties to the Credit Agreement (the “Lenders”), DYMAS FUNDING COMPANY, LLC, GENERAL ELECTRIC CAPITAL CORPORATION, MERRILL LYNCH CAPITAL and UBS SECURITIES LLC, as co-documentation agents, BANK OF AMERICA, N.A., as syndication agent, and JPMORGAN CHASE BANK, N.A. (formerly known as JPMorgan Chase Bank), as administrative agent.

 

The undersigned, being a Tranche B Term Loan Lender, consents to amend the provisions of the Credit Agreement solely on the terms described in the First Amendment, dated as of March    , 2005, substantially in the form delivered to the undersigned Lender on or prior to the date hereof.

 

Dated:  March    , 2005

 

Very truly yours,

 

 

 

 

 

 

(NAME OF LENDER)

 

 

 

 

 

By:

 

 

 

 

Name:

 

 

Title:

 

 

Principal Amount of its

Existing Tranche B Term Loan: $                                    

 

Additional Amount of Tranche B

Term Loan to be Purchased by It: $                              

 



 

EXHIBIT B

 

ACKNOWLEDGMENT AND CONFIRMATION

 

1.             Reference is made to First Amendment, dated as of March    , 2005 (the “First Amendment”), to the Amended and Restated Credit Agreement, dated as of November 4, 2004 (the “Credit Agreement”), among National Mentor Holdings, Inc., a Delaware corporation, National Mentor, Inc., a Delaware corporation (the “Borrower”), the several banks and other financial institutions parties thereto (the “Existing Lenders” and, together with the Replacement Tranche B Term Loan Lenders (as defined in the First Amendment), the “Lenders”), JPMorgan Chase Bank, N.A. as administrative agent for the Lenders thereunder (in such capacity, the “Administrative Agent”), and the other Agents parties thereto.  Unless otherwise defined herein, capitalized terms that are defined in the Credit Agreement are used herein as therein defined.

 

2.             Each of the parties hereto hereby confirms that the Replacement Tranche B Term Loans made under the Credit Agreement pursuant to the First Amendment are “Obligations” that are guaranteed pursuant to the Guarantee and Security Agreement in accordance with its terms and agrees that such party’s obligations under the Guarantee and Security Agreement shall remain in full force and effect after giving effect to the First Amendment.

 

3.             THIS ACKNOWLEDGMENT AND CONFIRMATION SHALL BE GOVERNED BY, AND CONSTRUED AND INTERPRETED IN ACCORDANCE WITH, THE LAW OF THE STATE OF NEW YORK.

 

4.             This Acknowledgment and Confirmation may be executed by one or more of the parties hereto on any number of separate counterparts (including by telecopy), and all of said counterparts taken together shall be deemed to constitute one and the same instrument.

 

[rest of page intentionally left blank]

 



 

IN WITNESS WHEREOF, the parties hereto have caused this Acknowledgement and Confirmation to be duly executed and delivered by their proper and duly authorized officers as of the day and year first above written.

 

 

 

NATIONAL MENTOR HOLDINGS, INC.

 

 

 

By:

 

 

 

 

Name:

 

 

Title:

 

 

 

 

 

SUBSIDIARY GUARANTORS

 

 

 

NATIONAL MENTOR, LLC

 

NATIONAL MENTOR SERVICES, LLC

 

REHABILITATION ACHIEVEMENT CENTER, INC.

 

CAROLINA BEHAVIORAL SERVICES, LLC

 

REM CONSULTING OF OHIO, INC.

 

CENTER FOR COMPREHENSIVE SERVICES, INC.

 

FIRST STEP INDEPENDENT LIVING PROGRAM, INC.

 

HORRIGAN COLE ENTERPRISES, INC.

 

ILLINOIS MENTOR, INC.

 

SOUTH CAROLINA MENTOR, INC.

 

MASSACHUSETTS MENTOR, INC.

 

OHIO MENTOR, INC.

 

NATIONAL MENTOR HEALTHCARE, LLC

 

UNLIMITED QUEST, INC.

 

LOYD’S LIBERTY HOMES, INC.

 

FAMILY ADVOCACY SERVICES, LLC

 

REM, INC.

 

REM ARIZONA, INC.

 

REM ARIZONA REHABILITATION, INC.

 

REM ARROWHEAD, INC.

 

REM ATLANTIC, INC.

 

REM CENTRAL LAKES, INC.

 

 

 

 

 

By:

 

 

 

 

Name:

 

 

Title:

 



 

 

REM COLORADO, INC.

 

REM COMMUNITY OPTIONS, INC.

 

REM CONNECTICUT COMMUNITY SERVICES, INC.

 

REM CONSULTING & SERVICES, INC.

 

REM COUNCIL BLUFFS, INC.

 

REM DEVELOPMENTAL SERVICES, INC.

 

REM HEALTH, INC.

 

REM HEALTH OF IOWA, INC,

 

REM HEALTH OF WISCONSIN, INC.

 

MENTOR MARYLAND, INC.

 

REM HEALTH OF WISCONSIN II, INC.

 

REM HEARTLAND, INC.

 

REM HENNEPIN, INC.

 

REM HOME HEALTH, INC.

 

REM INDIANA, INC.

 

REM INDIANA COMMUNITY SERVICES, INC.

 

REM INDIANA COMMUNITY SERVICES II, INC.

 

REM IOWA COMMUNITY SERVICES, INC.

 

REM IOWA, INC.

 

REM LEADWAY, INC.

 

REM MANAGEMENT, INC.

 

REM MARYLAND, INC.

 

REM MINNESOTA COMMUNITY SERVICES, INC.

 

REM MINNESOTA, INC.

 

REM NEVADA, INC.

 

REM NEW JERSEY, INC.

 

REM NORTH DAKOTA, INC.

 

REM NORTH STAR, INC.

 

REM OHIO, INC.

 

REM OHIO WAIVERED SERVICES, INC.

 

REM OKLAHOMA COMMUNITY SERVICES, INC.

 

REM PENNSYLVANIA COMMUNITY SERVICES, INC.

 

REM RAMSEY, INC.

 

REM RIVER BLUFFS, INC.

 

REM SILS OF IOWA, INC.

 

REM SOUTH CENTRAL SERVICES, INC.

 

REM SOUTHWEST SERVICES, INC.

 

REM UTAH, INC.

 

REM WEST VIRGINIA, INC.

 

 

 

 

 

By:

 

 

 

 

Name:

 

 

Title:

 



 

 

REM WISCONSIN, INC.

 

REM WISCONSIN II, INC.

 

REM WISCONSIN III, INC.

 

REM WOODVALE, INC.

 

NATIONAL MENTOR SERVICES, INC.

 

NATIONAL MENTOR SERVICES LLC

 

MENTOR MANAGEMENT, INC.

 

 

 

 

 

By:

 

 

 

Name:

 

Title: