Cloud 9fin

Introducing Jane's LME addiction: The bookends of the Serta era

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Jan 8, 2025
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ANECDOTE

Serta's Bankruptcy Saga

  • Serta uptiered a group of lenders and filed for bankruptcy.
  • A judge initially approved the transaction, but later revoked it.
INSIGHT

Market Reactions and Hypocrisy

  • Lenders challenged Serta's initial uptiering, claiming it was unfair.
  • Hedge funds have argued both sides of similar transactions depending on their involvement.
INSIGHT

Open Market Purchase Surprise

  • James Wallick was surprised the Serta transaction was deemed an open market purchase.
  • Sponsor bond documents typically include both open market and privately negotiated transaction language.
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