A model of managerial compensation, firm leverage and credit stimulus

We study a model in which leverage and compensation are both choice variables for the firm and borrowing spreads are endogenous. First, we analyze the correlation between leverage and variable compensation. We show that allowing for endogenous compensation and leverage can explain the conflicting fi...

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Detalles Bibliográficos
Autores: Gete, Pedro, Chakraborti, Rajdeep, Dahiya, Sandeep, Ge, Lei
Tipo de recurso: artículo
Fecha de publicación:2024
País:España
Institución:IE
Repositorio:Repositorio IE
OAI Identifier:oai:repositorio.ie.edu:20.500.14417/3295
Acceso en línea:https://doi.org/10.1016/j.jfs.2024.101248
https://hdl.handle.net/20.500.14417/3295
Access Level:acceso abierto
Palabra clave:Compensation
Credit policies
Executive ownership
Leverage
53 Ciencias Económicas
ODS 8 - Trabajo decente y crecimiento económico
Descripción
Sumario:We study a model in which leverage and compensation are both choice variables for the firm and borrowing spreads are endogenous. First, we analyze the correlation between leverage and variable compensation. We show that allowing for endogenous compensation and leverage can explain the conflicting findings of the empirical literature. We uncover a new channel of complementarity between effort and leverage that induces a correlation sign opposite to what current theoretical models predict. Second, we study the dynamics of leverage and compensation design after a credit stimulus. We derive a set of new empirical predictions. For outward-shifts in credit supply, variable compensation is increasing in leverage growth. Moreover, variable compensation increases after the credit stimulus, especially for firms with low idiosyncratic risk.