JWCA advises Bandwidth on the repurchase of additional convertible notes for cash at meaningful discount to par

February 2023 | READ PRESS RELEASE

In October 2022, JWCA advised Bandwidth (the “Company”) on the repurchase of $160mm of its 2026 convertible.

In February 2023, Bandwidth wanted to continue its plan to prudently manage its liability and capital structure by opportunistically repurchasing an additional portion of the 2026 convertible

Bandwidth’s objectives included:

  • De-lever: retire the convertible to reduce debt balance and interest expense

  • Minimize transaction and friction costs: execute as efficiently as possible while mitigating meaningful stock price pressure

  • Save significant amount of cash at maturity by retiring existing convertible below par today

JWCA acted as Repurchase Agent for the transaction and provided analysis and advice around:

  • Investor targeting tactics and execution method, including benefits and considerations around engaging investors before or after earnings announcement

  • Investor outreach, negotiation, and execution of repurchases

Results

The Company executed a successful liability management transaction for its 0.25%  convertible notes due 2026:

  • Repurchased $65mm face value of their convertible notes (27% of outstanding) for cash at a meaningful discount to par

  • In combination with the repurchase execution in October 2022, Bandwidth has now retired 56% of the original $400mm convertible issuance

  • Saved an additional ~$0.5mm of cash interest over the remaining life