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Articles & papers

Failure and Success in Mergers and Acquisitions

Luc Renneboog and Cara Vansteenkiste · Journal of Corporate Finance, 2019 · Journal of Corporate Finance, vol. 58, pp. 650-699

Strategy & readinessValuation & diligenceReaders who want the current state of the evidence in one place
Why it is on the shelf. The most useful recent synthesis of the takeover literature: which deal and firm characteristics genuinely predict performance after the announcement fades, compiled across hundreds of studies.

The Institute's reading

Renneboog and Vansteenkiste survey the market for corporate control with a specific discipline: they ask where short-run announcement returns do and do not predict long-run performance, and which determinants survive across the wide variety of measures the field uses. Their compilation lands on a short list of factors with real predictive weight, including serial acquisition behavior, CEO overconfidence, the relatedness and complementarity of acquirer and target, and shareholder oversight, while candidly cataloguing how much of the variation remains unexplained.

The Institute’s reading: two of their surviving determinants are directly actionable by a private buyer. Relatedness and complementarity is thesis discipline wearing academic clothes: deals near what the buyer understands outperform adventures. And overconfidence is the only determinant on the list a buyer can fix in the mirror, which is precisely what this site’s Readiness Diagnostic and the walk-away disciplines from Mastering the Merger exist to institutionalize.

Key propositions

  • Short-run announcement returns are unreliable predictors of long-run acquisition performance.
  • Relatedness and complementarity between buyer and target are among the few determinants that consistently predict success.
  • CEO overconfidence is a robust predictor of value destruction, and serial-acquisition dynamics compound it.

In practice

  • Write the relatedness case explicitly into the thesis; distance from the core is a priced risk.
  • Institutionalize disconfirmation: a named devil’s advocate and a pre-set walk-away are overconfidence insurance.
Acquisition Conciergeorientation · not legal, tax or valuation advice
Happy to dig into it. What would you like to pressure-test from Failure and Success in Mergers and Acquisitions: one of its propositions, how it applies to your situation, or where it disagrees with the rest of the shelf?