medium · Corporate Credit Analysis

An analyst is evaluating a 'Successor Obligor' clause. If Company A acquires Company B and assumes its debt, but the transaction does not trigger a Change of Control, what is the primary protection remaining for Company B's bondholders?

  1. The acquirer must assume all obligations of the debt AND must not be in default under any indenture covenants immediately after the merger.
  2. The original bondholders are granted a first-priority lien on the acquirer's existing assets.
  3. The acquirer must pay a one-time 'assumption fee' of 50 basis points to the bondholders.
  4. The acquirer is prohibited from issuing any new debt for 12 months following the acquisition.

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