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reading path

The skeptic’s course

Anyone who wants the case against acquisition before hearing the case for

The Institute’s least commercial reading path, and the one it is most confident recommending.

Why this order

Every party in an acquisition is paid when the deal happens, except you. This path assembles the strongest available evidence that acquisitions frequently fail, so that when you proceed you are proceeding against the argument rather than around it. If it talks you out of a deal, it has paid for itself many times over.

The path

1
Acquirers Anonymous: Seven Steps Back to Sobriety (lecture)
Aswath Damodaran · Delivered and updated over many years; 2024 materials current

The clearest statement of the aggregate case against acquisitiveness.

2
The Hubris Hypothesis of Corporate Takeovers
Richard Roll · 1986

The foundational version of the argument: the premium may be measuring your own overconfidence.

3
The Synergy Trap: How Companies Lose the Acquisition Game
Mark L. Sirower · 1997

Why the synergy number in the model is usually the price of the mistake.

4
Failure and Success in Mergers and Acquisitions
Luc Renneboog and Cara Vansteenkiste · Journal of Corporate Finance, 2019

The research on what separates the deals that work from the ones that do not.

5
The Halo Effect: ...and the Eight Other Business Delusions That Deceive Managers
Phil Rosenzweig · 2007

Why the business stories you have absorbed about successful acquirers are mostly narrative.

6
The Market for Corporate Control: The Scientific Evidence
Michael C. Jensen and Richard S. Ruback · Journal of Financial Economics, 1983

The foundational counterweight: the evidence that acquisitions do create value, and for whom.

Where this leaves you

You will be able to state the strongest argument against your own deal. If you cannot, you are not ready to do it.

Acquisition Conciergeorientation · not legal, tax or valuation advice
Glad to help. Tell me roughly where you are and how much time you actually have, honestly rather than aspirationally, and I will pick the two or three works that will pay for their reading time fastest. If what you need is a program rather than a book, or an advisor rather than either, I will say so.