JWCA acts as sole placement agent for Opendoor Technologies on its $325 million convertible exchange and new issuance
May 2025 | read press release
Transaction Background
Opendoor Technologies (“Opendoor”, or the “Company”) was interested in refinancing a portion of its outstanding 2026 convertible, which was trading at a discount to par, ahead of its maturity
After previously engaging JWCA to execute several opportunistic cash repurchases over a 2-year span, Opendoor wanted to advantageously address a majority of the remaining outstanding 2026 convert prior to it going current on its balance sheet
Opendoor’s objectives for the refinancing transaction included:
Address financing overhang before it became a current liability
Extend maturity of its outstanding convertible notes due 2026 while raising cash to the Balance Sheet to minimize impact to net leverage
Execute overnight without the stock price impact from a new 144A marketed convertible
Manage overall dilution of the transaction by achieving a significant conversion premium
JWCA acted as sole placement agent for the exchange and new issuance, providing the following support for the Company:
Advised on financing tactics, structure and investor targeting to drive Company-friendly terms
Led the outreach and execution of placement and exchange with convertible investors
Assisted the company with economic analysis of alternatives, including accounting and tax
Results
Opendoor issued $325mm in a new convertible due 2030 at attractive terms overnight in a private placement with existing and new investors
The Company extended the maturity of outstanding notes by refinancing ~$246mm of 2026 notes par-for-par into new convertible notes due 2030 and raised cash to the Balance Sheet
Combined with the new notional issued, Opendoor addressed 85% of the outstanding 2026 convertible, reducing the overhang from the near-term liability
Avoided stock price risk, as the exchange was executed overnight after a confidential marketing process with existing convertible investors
JWCA purchased OPEN stock and new 2030 convertible notes to help facilitate the transaction