JWCA advises Bandwidth on the repurchase of $140 million convertible notes for cash

May 2024 | READ PRESS RELEASE

In May 2024, JWCA advised Bandwidth (the “Company”) on the cash repurchase of $140mm of its outstanding 2026 convertible notes. Bandwidth wanted to repurchase the majority of their 2026 notes at a discount to par to opportunistically manage their outstanding liabilities and capital structure

Bandwidth’s objectives included:

  • De-lever: retire a significant portion of the convertible to reduce debt balance

  • Timing: finalize amendment to Credit Agreement and enter into convertible repurchase agreements ahead of reporting Q1 2024 earnings

  • Minimize transaction and friction costs: execute as efficiently as possible with a focus on minimizing execution costs

In its role as Repurchase Agent for the transaction, JWCA provided the following support for the Company:

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

  • Investor targeting, outreach, price negotiation and execution of repurchases

  • Assisted the Company with the analysis of convertible economics and pricing dynamics

Results

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

  • The Company repurchased $140mm face value of their convertible notes (80% of outstanding) for cash at a meaningful discount to par

  • Bandwidth has now retired 91% of the original $400mm convertible issuance in combination with the repurchases executions in October 2022 and February 2023

  • This is J. Wood’s fourth advisory assignment for the Company after advising Bandwidth on its convertible issuance in February 2020 and 3 subsequent repurchases