David, why do such companies as you described need a takeover to give the 
debtors a
haircut?  One example in the story is a company that tries to do an IPO only 3 
weeks
after the takeover.


On Fri, Nov 03, 2006 at 11:27:19AM -0800, David B. Shemano wrote:
> Michael Perelman writes:
>
> >> My intuition is in line with David's observation, but the Business Week 
> >> article
> >> suggests that the funds are able to extract $$ before the companies 
> >> experience their
> >> death throes.
>
> It is always easy to find an outrageous example, but I think this 
> misrepresents the reality on an overall basis.  It is not uncommon for a 
> company to be balance sheet insolvent but have significant positive EBITDA 
> (earnings before interest, taxes, depreciation and amortization).  Such 
> companies are targets for the private equity funds, because if the debt 
> holders can be convinced to take a "haircut", the company can then become 
> very profitable for the equity.  The private equity funds have a lot of 
> expertise in buying debt and equities of an insolvent corporation to maximize 
> their leverage in a chapter 11 reorganization or out of court restructuring 
> in order to end up with a profitable EBITDA business shorn from debilitating 
> interest payments.
>
> It is extremely rare for a company to load up on debt simply in order to 
> distribute dividends.  Among other reasons, if the transaction renders the 
> company insolvent, the transaction is treated as a "fraudulent transfer" and 
> the company (i.e., the bankruptcy trustee) can sue the recipients of the 
> dividends.  That is not to say that such transactions do not occur, but it is 
> relatively rare.  The private equity funds are more in the business of 
> getting their equity value through restructruing the existing indebtedness as 
> opposed to increasing the indebtedness.
>
> David Shemano

--
Michael Perelman
Economics Department
California State University
Chico, CA 95929

Tel. 530-898-5321
E-Mail michael at ecst.csuchico.edu
michaelperelman.wordpress.com

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