Tuesday, January 18, 2011

Merger: Takeover Premium (Gain for the Target company's shareholders)

  • Synergies from the acquisition = 600 = S
  • Stock exchange ratio
    • Acquirer 0.75 share : Target company 1 share (*1)
  • No cash is changing hands for the merger.

Merger
Pre-mergerAcquirerAcquirer's new issue for the mergerTarget company
Stock price$ 60$ 60$ 39
Shares outstanding15060 (*1)80
Market value$ 9,000 = VA$ 3,600$ 3,120 = VT



Post merger value of the combined firm:
VAT = V+ V+ S - C = 9,000 + 3,120 + 600 - 0 = $ 12,720

Price per share of the combined firm
PAT = VAT / (SSA, new share) = $ 12,720 / (150 + 60) = $ 60.57

Actual price paid for the Target company
N * PAT = 60 * $ 60.57 = $ 3,634.2

Target company's gain as the target
Gain=(N * PAT) V= $ 3,634.2 - $ 3,120 = 514.2 (takeover premium in the transaction)

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