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Bondholder Wealth Effects in Mergers and Acquisitions: New Evidence from the 1980s and 1990s

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Author Info
Matthew T. Billett
Tao-Hsien Dolly King
David C. Mauer
Abstract

We examine the wealth effects of mergers and acquisitions on target and acquiring firm bondholders in the 1980s and 1990s. Consistent with a coinsurance effect, below investment grade target bonds earn significantly positive announcement period returns. By contrast, acquiring firm bonds earn negative announcement period returns. Additionally, target bonds have significantly larger returns when the target's rating is below the acquirer's, when the combination is anticipated to decrease target risk or leverage, and when the target's maturity is shorter than the acquirer's. Finally, we find that target and acquirer announcement period bond returns are significantly larger in the 1990s. Copyright 2004 by The American Finance Association.

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Article provided by American Finance Association in its journal The Journal of Finance.

Volume (Year): 59 (2004)
Issue (Month): 1 (02)
Pages: 107-135
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Handle: RePEc:bla:jfinan:v:59:y:2004:i:1:p:107-135

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  1. Acharya, Viral V & Amihud, Yakov & Litov, Lubomir P., 2008. "Creditor Rights and Corporate Risk-taking," CEPR Discussion Papers 6697, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
  2. Renneboog, L.D.R. & Szilagyi, Peter G., 2006. "Corporate restructuring and bondholder wealth," Discussion Paper 23, Tilburg University, Center for Economic Research. [Downloadable!]
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  3. Jandik, Tomas & Makhija, Anil K., 2005. "The Impact of the Structure of Debt on Target Gains," Working Paper Series 2005-5, Ohio State University, Charles A. Dice Center for Research in Financial Economics. [Downloadable!]
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