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Compass Announces $750 Million Convertible Notes Offering as Stock Rebounds to 52-Week High

Proceeds could be applied to obligations tied to the Anywhere Real Estate merger if it closes.

Overview

  • Compass launched a private placement of convertible senior notes due 2031 totaling $750 million with a 13-day option for initial buyers to purchase up to an additional $112.5 million.
  • The notes are senior unsecured and guaranteed by the same subsidiaries that back Compass’s revolving credit facility, with conversions to be settled in cash, Class A shares, or a combination.
  • Compass plans to use proceeds for general corporate purposes, including potential repayment of certain debts related to the Anywhere Real Estate transaction if that deal completes.
  • The company entered capped-call transactions intended to offset potential dilution from conversions, which will increase the overall cost of the financing.
  • Shares reversed an early decline tied to dilution concerns to close up about 13.94% at $12.32, a 52-week high, as Compass also raised Q4 guidance and reported shareholder approvals for the Anywhere merger, which is expected to close on January 9.