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Series 79: M&A, Tender Offers & Restructuring
Series 79 practice questioneasySchedule TO and Schedule 14D-9

A Schedule TO is filed by which party in a tender offer?

  1. AThe bidder making the tender offer✓ Correct answer
  2. BThe target company's board of directors
  3. CThe SEC's Division of Corporation Finance
  4. DThe target company's financial advisor
Explanation

Why AThe bidder making the tender offer

Schedule TO (Tender Offer Statement) is filed with the SEC by the person or entity making the tender offer (the bidder). It must be filed on the date the tender offer is first published, sent, or given to security holders. The Schedule TO discloses material terms of the offer, including the identity of the bidder, source of funds, purpose of the offer, and the terms and conditions of the offer.

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