medium · Investment Banking

Under the 'If-Converted' method for convertible debt, if the security is found to be out-of-the-money (OTM), how is it treated in the EV bridge?

  1. It is excluded entirely from the bridge since it is deemed non-dilutive by nature
  2. It is reclassified as common equity in order to be conservative in the analysis
  3. It remains classified as debt and no shares are added to the diluted count
  4. Half of the instrument is treated as debt and the other half as equity

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