CIT’s Bondholders Discussing Debt-for-Equity Swap

CIT Group Inc. (CIT) bondholders are holding calls today to discuss whether to convert some of their claims for equity, news service Bloomberg reported on its web site, citing a person familiar with the situation.

From Bloomberg:

Pacific Investment Management Co., [PIMCO] CIT’s largest bondholder based on regulatory filings, plans to host a call, and debt owners are considering hiring financial and legal advisers, said the person…

“CIT indicated that it needs at least $2 billion of rescue financing in the next 24 hours or it would likely file,” CreditSights analysts… wrote in a report. “We believe the figure is in the range of $4 to $6 billion plus, making outside capital sources shy away.”

If bondholders are able to swap as much as $6 billion, that may reopen talks with the U.S. government for a bailout package, Jeffrey Werbalowsky, [CEO] of Houlihan Lokey Howard & Zukin, said on another call offering his firm’s services to creditors…

The debt-for-equity swaps, which brings together debtor, creditor and capital investor, will provide CIT Group with much-needed investment and reduce, if only slightly, the lender’s staggering debt burdens without harming what’s left of its creditworthiness.

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