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Ask HN: How can Charter Cable ($14B) buy Time Warner Cable ($39B)?

6 pointsby wkonkelover 11 years ago

3 comments

VLMover 11 years ago
If by &quot;how&quot; you mean the mechanics of the financing, from yesterday&#x27;s offer &quot;Bank of America Corp., Credit Suisse Group AG, Deutsche Bank AG and Goldman would provide the financing for a transaction&quot;<p>If you&#x27;re looking for an analogy, how does a guy with negative to very small net worth rent money from a bank to buy a $1M house?<p>If you&#x27;re using &quot;how&quot; as a proxy for why, well who knows why. Or as a proxy for how come our economic system permits this kind of thing, long story.<p>One cornerstone of our economic system is bad money always chases out good money. If your competitors are leveraged up, you MUST leverage up, or you&#x27;ll get bought out and levered up like everyone else. Much like one guy willing to take a subprime mortgage doesn&#x27;t move the market, but if enough people do, then you must do so or not play.<p>So someone thinks they can pull enough cash flow and&#x2F;or increase combined net worth enough to both pay off some banks AND make a modest profit for themselves. Well, given the remarkable lack of diversity at high levels, executive drones are all interchangeable with all other executive drones, so I personally find this an unlikely outcome, but at least that is the theory.
Patrick_Devineover 11 years ago
From <a href="http://en.wikipedia.org/wiki/Leveraged_buyout" rel="nofollow">http:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;Leveraged_buyout</a>:<p><i>A leveraged buyout (LBO) is when a company ... is purchased with a combination of equity and significant amounts of borrowed money, structured in such a way that the target&#x27;s cash flows or assets are used as the collateral (or &quot;leverage&quot;) to secure and repay the money borrowed to purchase the target-company&#x2F;asset. Since the debt ... has a lower cost of capital ... than the equity, the returns on the equity increase as the amount of borrowed money does until the perfect capital structure is reached.</i><p>In other words, you load up debt on the company that you&#x27;re acquiring with the hopes that the amount you&#x27;re going to make running that company is going to be more than the amount it&#x27;s costing you to service the debt.
slugslogover 11 years ago
This article provides a lot of insight. The idea is john malone&#x27;s. He wants to create a cable cartel and has enough muscle to do it <a href="http://blogs.denverpost.com/techknowbytes/2014/01/14/why-john-malone-is-pushing-mega-cable-merger-between-charter-and-time-warner/12745/" rel="nofollow">http:&#x2F;&#x2F;blogs.denverpost.com&#x2F;techknowbytes&#x2F;2014&#x2F;01&#x2F;14&#x2F;why-joh...</a>