easy · Debt Capital Markets credit-ratings-risk

A corporate treasurer manages a 'Maturity Wall' where $500 million of debt matures in 12 months.

Why might the treasurer choose to execute a 'Tender Offer' alongside a new 10-year bond issue today?

  1. To 'term out' the debt maturity profile and reduce refinancing risk by replacing near-term debt with long-term debt.
  2. It lets the issuer skip paying the first-year coupon on the freshly priced ten-year bond being offered today.
  3. It deliberately raises the firm's aggregate gross indebtedness while simultaneously building up its cash holdings on hand.
  4. It forces the three major credit-rating agencies to deliver an automatic one-notch rating upgrade as soon as the new bond settles.

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