Monday, 9 May 2016

LSE – Deutsch Börse Merger – A “merger of equals?!




 

It was announced last week that the London Stock Exchange and Deutsch Börse. I was left rather astonished that the deal was being branded as a ‘merger of equals’ by both parties, and I couldn’t help but feel a sense of inquisitiveness with regard to a) It being a good deal for both parties  b) it actually being a merger of equals.

It has emerged that each LSE share currently owned will equate to 0.4421 shares in the combined group, whilst each Deutsch Börse share will equate to 1 group share. This is the first sign that this isn’t really a ‘merger of equals’ as this is evidenced by the statistic LSE will own 45.6% of the combined group whilst Deutsch Börse shareholders will own 54.4% (Stafford & Massoudi, 2016). Furthermore, the stock market reaction to the proposed merger suggests that LSE would be getting a good deal out of the transaction, as they are significantly less profitable that DB. This is consistent with Arik & Kutan (2015) find comprehensive evidence regarding the response of target firms’ stock returns in M&As in twenty emerging markets, including a number in Eastern Europe. Employing standard event-study methodology for a sample of 1,648 M&As from 1997 to 2013, they find significant abnormal returns for target firm stocks in emerging economies around M&A announcements, suggesting that M&A transactions create value for the target firm’s shareholders in the short run.

If it is actually going to be a merger of equals then it is questionable whether the two firms will successfully integrate. Segil (2004) suggests that the main reason for M&A failure is the inability to conjoin the two firms corporate cultures successfully. This could be the case in the merger as it is common in so called merger of equals that the merging firms boards clash and there is a significant lack of cohesiveness between them that enables the projected synergies to be achieved. Take the merger between the two largest cement producers as an example: the firms predicted cost savings of 1.4billion euros but in reality the clash of French and German cultures in the firm appears too significant, and this is illustrated by the 2015 fourth quarter loss of $2.91billion (Akram, 2015); (Revill, 2016).

 

 

 

 

 

 

 

 

World exchanges

Source: Ft.com

As illustrates above, the deal will, however be a good opportunity to create a European exchange which is large enough to compete on a global scale against the likes of ICE, CME and the Hong Kong stock exchanges. For this reason I believe the deal is wise for both sets of shareholders, as the combined portfolio will allow a significant amount of synergies to be achieved.

 

 

 

Massoudi, A. & Stafford, P. (2016). Deutsche Börse lines up swoop for LSE. Financial Times. Retrieved 8 May 2016, from http://www.ft.com/cms/s/0/7b77d95c-da33-11e5-a72f-1e7744c66818.html#axzz484TNvU7T

Revill, J. (2016). LafargeHolcim Turns More Bullish on Cement Demand Despite Hefty Loss. WSJ. Retrieved 8 May 2016, from http://www.wsj.com/articles/lafargeholcim-pushed-to-hefty-loss-by-write-downs-1458197341

Segil, L. (2004). Measuring the value of partnering. New York: AMACOM.

Akram, I. (2016). LafargeHolcim: Becoming Reality – Part One. World Cement. Retrieved 8 May 2016, from http://www.worldcement.com/special-reports/03082015/LafargeHolcim-Becoming-Reality-Part-One-256/

Arık, E., & Kutan, A. (2015). Do Mergers and Acquisitions Create Wealth Effects? Evidence from Twenty Emerging Markets. Eastern European Economics, 53(6), 529-550. http://dx.doi.org/10.1080/00128775.2015.1099445

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