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Leverage and Value Creation in Holding-Subsidiary Structures

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Author Info
Elisa Luciano
Giovanna Nicodano

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Abstract

This paper determines optimal capital structure and value of Holding-Subsidiary structures (HS), when there is a trade-off between bankruptcy costs and taxation. HS have higher firm value than their stand alone counterparts, as the holding provides a guarantee to its subsidiary's lenders which lowers expected bankruptcy costs, at a given debt level. HS may also reach higher debt capacity, which further increases their value by reducing the tax burden below that of stand alone firms. Optimal debt in the holding and in the subsidiary are respectively lower and higher than in their stand alone counterparts. Such debt diversity preserves the holding ability to rescue its subsidiary, hence value creation by HS, even with perfect cash flow correlation.

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Publisher Info
Paper provided by Collegio Carlo Alberto in its series Carlo Alberto Notebooks with number 95.

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Length: 48 pages
Date of creation: 2008
Date of revision: 2009
Handle: RePEc:cca:wpaper:95

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Related research
Keywords: holding; subsidiary; groups; guarantees; debt; taxes; bankruptcy costs; limited liability; capital structure;

Find related papers by JEL classification:
G32 - Financial Economics - - Corporate Finance and Governance - - - Financing Policy; Capital and Ownership Structure
G34 - Financial Economics - - Corporate Finance and Governance - - - Mergers; Acquisitions; Restructuring; Corporate Governance
L22 - Industrial Organization - - Firm Objectives, Organization, and Behavior - - - Firm Organization and Market Structure

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This page was last updated on 2009-11-2.


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