Debt Services for Restructuring & Investor Attraction | EQ

In this dynamic market, it is critical to obtain a greater knowledge per share. An influx of new issues into the U.S. debt capital markets has resulted in many debt issuers looking for ways to attract investors, with many companies attempting to proactively build relationships with their debtholders. A key challenge though, is figuring out who the debtholders are, and how to initiate contact. Leveraging our analytical capabilities and access to reliable fixed-income ownership data, we undergo a comprehensive analysis that identifies debtholders on two levels:

• First, we identify the types of investors who currently own the debt, giving insight into how much of the par value of the debt bond is held by institutional investors, insurance companies, hedge funds, and retail investors, among other groups. This data is critical to gauging a debt’s potential volatility and for planning investor outreach programs.
• Second, we identify the institutional investors and the underlying funds that comprise their positions. By learning the names of the investors, debt issuers can better understand the composition of their debt and be in a position to increase communication efforts with investors.

Debtholder identification is a crucial component in any debt transaction, consent solicitation, debt tender offer, exchange offer, or complex debt restructuring. Through our Bondholder Identification Services, we help you expertly manage dependent transactions with complete visibility into every aspect of the transaction, including proof of outcome.

Consent solicitations for debt securities are critical to a company’s restructuring efforts. Due to these intense administrative requirements, many companies choose to entrust their consent solicitation process to D.F. King. Our clients rely on us for flawless execution that ensures the proposed changes of the security agreement are adopted.

The process typically begins with D. F. King’s best-in-class Debtholder Identification Services. We then provide clients and their financial and legal advisors with consultative advice on the best way to reach out to security holders and help them develop a strategy for achieving maximum support, including direct solicitation of key contacts at institutional investors, hedge funds, and arbitrageurs. When appropriate, we assist in the planning, implementation, and coordination of focused analyst/investor meetings, as well as financial media outreach to help build support for the initiative.