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Journal of Corporate Finance Vol. 40 2016

Bond tender offers in mergers and acquisitions

Matthew T. Billett1; Ke Yang2

1 Indiana University Bloomington · 2 Lehigh University

Abstract

We explore the motives and consequences of bond tender offers announced in connection with mergers and acquisitions (M&A). We find merging firms use bond tender offers strategically to renegotiate with bondholders to gain financial flexibility by reducing leverage and eliminating covenants, and to curtail the coinsurance benefits associated with M&A. Moreover, we find bondholder wealth effects depend not only on the bond's own characteristics, but also on the characteristics of its sibling bonds. Finally, the use of bond tender offers in M&A is associated with increased likelihood of deal consummation and lower acquisition premiums.

DOI
10.1016/j.jcorpfin.2016.07.013
Volume
40
Pages
128-141
Language
en
Sources
openalex crossref bibtex:phds-export.bib

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