medium · Debt Capital Markets

How does an equity clawback typically differ from a 'Make-Whole' call in terms of execution cost for the issuer?

  1. Equity claws are always more expensive because they require a higher premium than the present value of future coupons.
  2. There is no difference; both are terms for the same early redemption mechanism.
  3. The equity claw uses a fixed premium (e.g., 108%), whereas the make-whole is a floating price based on Treasury yields.
  4. The make-whole call is only available after the IPO, while the equity claw is available at any time.

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