References (In yellow the more relevant for the two seminars)
Part A:
Leland, Hayne E. "Corporate debt value, bond covenants, and optimal capital structure."
The journal of finance 49.4 (1994): 1213-1252.
Mauer, David C., and Sudipto Sarkar. "Real options, agency conflicts, and optimal
capital structure." Journal of banking & Finance 29.6 (2005): 1405-1428.
Hackbarth, Dirk, and David C. Mauer. "Optimal priority structure, capital structure, and
investment." Review of Financial Studies 25.3 (2012): 747-796.
Sundaresan, Suresh, and Neng Wang. "Dynamic investment, capital structure, and debt
overhang." Available at SSRN 952540 (2006).
Also a brief look at:
Goldstein, Robert, Nengjiu Ju, and Hayne Leland. "An EBIT‐Based Model of Dynamic
Capital Structure*." The Journal of Business 74.4 (2001): 483-512.
Part B:
Charalambides, M. and Koussis, N. “Operational Flexibility and Optimal Capital
Structure with Debt Rescheduling”, Working Paper, 2014
Some further important references:
Dixit, Avinash, and Pindyck, R. Investment under Uncertainty. Princeton, New Jersey
(1994): Princeton University Press.
Mella-Barral, P.“ The dynamics of default and debt reorganization“. Review of Financial
Studies 12, (1999): 535–578.
Mella-Barral, P., Perraudin, W. “Strategic debt service.“ Journal of Finance 52, (1997):
531–556.
Anderson, Ronald W., and Suresh Sundaresan. "Design and valuation of debt contracts."
Review of Financial Studies 9.1 (1996): 37-68.