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OUR BLOG

How Do Greenshoes Work in the Real World?

by Jared Kramer | September 23, 2020 | Convertible & Call Spread

A 15% greenshoe is considered market standard in the U.S. convertible bond market.  The greenshoe feature derives from the equity market, where it is also standard.  Debt markets — high yield bonds, investment grade bonds, term loans — do not use it. We provide data to help issuers ... >>>Read More

Convertible Trivia: So You Think You are a “Convert Guru”?

by Raj Imteaz | September 4, 2020 | Convertible & Call Spread

We all had a long summer and an “unusual” 2020 so far. So for our last post of summer, we wanted to create something fun.If you think you are well-versed in converts, take part in our convertible trivia and see if you are a “Convert Guru.” As a bonus, our detailed answers should allow you learn more ... >>>Read More

July-August Convertible Market Review

by Jared Kramer | September 2, 2020 | Convertible & Call Spread, Market Review

As part of our market update series, please see the summary below of what we saw in the convertible market in July and August 2020.  Additional details on all the deals are in the attached. Related Articles April Convertible Market Review May Convertible Market ... >>>Read More

Convertible Debt Accounting Update

by Bryan Goldstein | August 7, 2020 | Convertible & Call Spread

In this post, we wanted to summarize the recently finalized convertible bond accounting change put out by FASB. Current AccountingUnder the current accounting framework, any bond issued where the company intends to settle the principal amount in cash and any in-the-money amount in net shares ... >>>Read More

Potential Impact of Proposed 13F Filing Changes

by Raj Imteaz | July 15, 2020 | Convertible & Call Spread

In 1975, the Congress passed The Securities Act Amendments of 1975. As a part of the amendments, Section 13(f) of the Securities Exchange Act of 1934 requires an institutional investment manager to file quarterly ownership reports with the SEC on File 13F within 45 days after the end of each ... >>>Read More

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Archives

Recent Posts

  • Elevated Issuance and Greater Pricing Dispersion: Matthews South Q3 2026 Convertible Market Review
  • Record Issuance and Mega-Deal Demand: Matthews South Q2 2026 Convertible Market Review
  • Resilient Demand in Volatile Markets: Matthews South Q1 2026 Convertible Market Review
  • Mid-Earnings Read: Repurchase Authorizations Increase Since 2025
  • Robust Quarter Ends Record-Breaking Year: Matthews South 2025 Year-End Convertible Market Review

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