Mergers Acquisitions And Corporate Restructurings 6th Edition by Patrick A. Gaughan – Test Bank

 

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Sample Questions

 

 

Questions: Chapter 4 – Merger Strategy

 

1.   Which motives are often cited as reasons for M&As?

1.   Growth

2.   Synergy

3.   Improved R&D

4.   Improved distribution

5.   All of the above

 

2.   The process of consolidation of fragmented industries is referred to as:

3.   Synergistic deals

4.   Roll-ups

5.   Vertical integration

6.   None of the above

 

3.   Markides and Oyon  found positive announcement effects for acquisitions by U.S. firms of:

4.   Continental European targets

5.   British or Canadian target firms

6.   South and Central American firms

7.   Asian companies

 

4.   United Airlines’ merger with Continental Airlines is an example of:

1.   Vertical integration

2.   Conglomerate formation

3.   Horizontal integration

4.   None of the above

 

5.   With respect to diversification programs, Berger and Ofek found:

1.   Reduced Tobin q values

2.   Evidence of higher premiums

3.   No significant shareholder wealth effects

4.   None of the above

 

6.   Both Eckbo and Stillman found:

1.   No negative shareholder responses from competitors to horizontal deals

2.   Significant negative effects

3.   The shareholder wealth effects were delayed and occurred one to two years later

4.   None of the above

 

 

7.   Haywood and Hambrick found:

1.   Horizontal integration yields positive shareholder wealth effects

2.   Horizontal deals yield negative shareholder wealth effects

3.   Hubris-related deals have higher premiums

4.   There is a diversification discount

 

 

8.   Varaiya found:

1.   Higher premiums in horizontal deals

2.   Evidence of a winner’s curse

3.   Related diversification generates positive gains

4.   Vertical deals decrease shareholder value

 

9.   Research shows that for companies that often acquire other companies there is:

1.   No relationship between size and executive compensation

2.   There is a good relationship between size and executive competition

3.   Their shares trade at a diversification discount

4.   Their acquisition prowess is unrelated to how often they do deals

 

10.                Bradley, Desai, and Kim found:

1.   Horizontal deals yield greater gains than vertical deals

2.   Evidence of the winner’s curse

3.   Tender offers yield gains for target shareholders

4.   Bad bidders make good targets

 

 

 

 

 

 

True or False

11.                Doukas and Travlos found that, unlike many domestic acquisitions, acquirers enjoyed positive (although not statistically significant) returns when they acquired targets in countries in which they did not previously have operations.

True or False

 

 

12.                United Airlines was finally able to realize synergies when they acquired travel-related businesses such as hotels and car rental companies.

True or False

 

 

13.                Revenue enhancing synergies are more difficult to achieve than cost economies

True or False

 

 

14.                Wachovia’s acquisition of Golden West Financial provided significant economies of scope which enabled the bank to show steady profits even during the subprime crisis.

True or False

 

 

15.                Cybo-Ottone and Murgia found positive abnormal returns for European bank merger announcements.

True or False

 

 

16.                Schipper and Thompson found positive stock market announcement effects from diversification acquisition programs in the 1960s.

True or False

 

 

17.                The Merck-Medco deal is an example of related diversification.

True or False

 

 

18.                Mitchell and Lehn found that bad bidders are more likely to become takeover targets.

True or False

 

 

19.                Improved R&D is a common motive for deals in the airline industry.

True or False

 

20.                Vivendi under Meissier is a good example of a hubris-related M&A program.

True or False

Questions: Chapter 7 – Hedge Funds as Activist Investors

 

1.   Which of the following are examples of factors that facilitated the growth of activist hedge funds over the years 2012-2015?

1.   Rising stock market

2.   High cash balances of U.S. companies

3.   Growth of the U.S. economy

4.   All of the above

 

2.   Which of the following is not an example of an activist hedge funds?

3.   Carl Icahn Enterprises

4.   Relational Investors

5.   Goldman Sachs

6.   Jana

 

 

3.   Which of the following may be a valid criticism of activist hedge funds?

1.   May cause target firms to be too short-term oriented

2.   Tend to reduce target financial performance

3.   Often fail to yield positive returns for investors

4.   All of the above

5.   None of the above

 

4.   Which of the following is a potent defense against activist hedge funds?

5.   Poison pills

6.   Staggered boards

7.   Improved financial performance

8.   All of the above

9.   None of the above

 

5.   Which of the following is true?

1.   Hedge funds tend to facilitate more M&As

2.   Hedge funds tend to have a dampening effect on M&As

3.   Hedge funds are neutral as it relates to M&A activity

4.   None of the above

 

True or False

6.   Activists acquire stock positions with intent to make changes in the company which will increase the stock price and give them a profit.

True or False

 

7.   Research, such as the work of Clifford, has established that when activists establish share position in target shareholder wealth declines.

 

True or False

 

 

8.   Research, such as the work of Huang, found that companies which had activists in their shareholder base tended to receive higher takeover premiums when they are sold.

 

True or False

 

 

9.   Research, such as the work of Greenwood and Schoar, found that financial performance of companies improve after activists establish stock positions in the firms.

 

True or False

 

 

10.                There is research which supports the view that Investments in activist funds tend to outperform nonactivist hedge fund investments.

 

True or False

Questions: Chapter 9 – The Private Equity Market

 

1.   Which of the following are examples of private equity firms?

1.   KKR

2.   Blackstone

3.   Morgan Stanley

4.   Apollo Group

5.   All of the above

6.   Both a and c

7.   a, b, and d

 

2.   Private equity firms have typically been compensated according to the following “formula”:

3.   2% of invested capital

4.   5 and 1

5.   2 and 20

6.   None of the above

 

3.   Which of the following is a way that private equity firms can extract money from the targets       they take over:

1.   LBOs

2.   Dividend recapitalizations

3.   Additional acquisitions

4.   All of the above

5.   None of the above

 

 

4.   Kaplan and Schoar found which of the following with respect to private equity firms?

5.   Growth in the industry

6.   Decline in the industry

7.   Persistence in returns

8.   All of the above

9.   None of the above

 

 

 

5.   Examples of the types of institutions that become limited partners in private equity funds include:

6.   insurance companies

7.   pension funds

8.   endowments

9.   all of the above

 

 

 

 

 

True or False

6.   Private equity firms used to be referred to as LBO firms.

True or False

 

 

7.   Drexel Burnham and Lambert and Michael Milken were pioneers in the development of the hedge fund industry.

True or False

 

 

8.   Glode and Green theorize that the findings of Kaplan and Schoar may be due to insufficient disclosure by private equity firms.

True or False

 

 

9.   Carried interest refers to the gains on transactions by private equity firms.

True or False

 

 

10.                Officer et al. found that target companies received higher takeover premiums in club deals.

True or False

 

 

11.                Phalippou and Gottschalg analyzed the same return data as Kaplan and Schoar but found that private equity returns trailed the S&P 500 when unexited deals were taken into account.

True or False

 

 

Questions: Chapter 11 – Corporate Restructuring

 

1.   Which of the following are examples of pension-related employee benefit plans?

1.   Defined benefit

2.   Defined contribution

3.   Profit sharing

4.   All of the above

 

2.   Kaplan and Weishbach found that diversifying deals were which of the following with respect to           the likelihood of subsequent divestiture?

3.   Four times more likely to be divested

4.   Equally likely

5.   Two times less likely

6.   None of the above

 

3.   Which of the following are common reasons cited for selling off prior acquisitions?

1.   Poor fit

2.   Poor performance

3.   Cash flow needs

4.   All of the above

5.   None of the above

 

4.   Which of the following studies showed positive shareholder wealth effects for sell-offs?

5.   Cusatis, Miles, and Wooldridge

6.   JP Morgan

7.   Kudla and McInish

8.   All of the above

9.   Both a and c

 

5.   Involuntary divestitures generally have what effects?

6.   Positive

7.   Negative

8.   No consistent effects

9.   None of the above

 

6.   The sell-offs by Starwood following its acquisition of Taittinger were motivated by:

1.   Eliminating a nonstrategic component

2.   Eliminating a poorly performing unit

3.   Raising cash to pay off debt

4.   None of the above

 

7.   The following describes reverse synergy:

1.   2 + 2 = 5

2.   2 + 2 = 4

3.   4 – 1 = 5

4.   none of the above

 

 

8.   The sale of Miller by Altria accomplished what:

9.   Narrowed Altria’s strategic focus

10.                Improved Altria’s overall financial performance

11.                Enabled Inbev to gain market share

12.                All of the above

13.                Both a and b

14.                Both a and c

 

9.   In the United States, in order for a spin-off to be nontaxable, the following must be the case:

10.                Both the parent company and the spun-off entity must be in business for at least five years before the restructuring.

11.                The subsidiary must be at least 80% owned by the parent company.

12.                The parent company and the spun-off entity must be in the same industry

13.                Both a and b

14.                Both b and c

 

10.                Asian spin-off volume:

1.   Historically follows the same pattern as the U.S. spin-off volume

2.   Followed the same pattern as European spin-off volume

3.   Has declined in the past when spin-offs rose in European and the United States

4.   None of the above

 

True or False

 

11.                The trend in the number of divestitures and sell-offs tends to be opposite that of M&As and the movement in the economy in general.

True or False

 

 

12.                A defensive spin-off is where a target sells off a division to make the company less attractive to bidders.

True or False

 

 

13.                In a spin-off the entity being separated from the parent company often is assigned specific debt attributable to it as part of the sale process.

True or False

 

 

14.                Many studies covering a quarter of a century document the positive shareholder wealth effects of sell-offs.

True or False

 

 

15.                The trend in European sell-offs is opposite that of the United States.

True or False

 

 

16.                Sell-offs of their parts supplier units enabled GM and Ford to successfully use sell-offs to avoid union compensated-related liabilities of those units.

True or False

 

 

17.                First Data shareholders were able to realize increased value when Western Union was spun off.

True or False

 

 

18.                Cash flow needs motivated the sell-off of Hertz by GM.

True or False

 

 

19.                Boise Cascade abandoned its core business and focused on the business of Office Max, which it had previously acquired.

True or False

 

 

20.                If a public company issues stock in its own subsidiary, these shares do not have to be registered by the SEC in order to be publicly traded as the parent company’s shares are already registered.

True or False

Questions: Chapter 13 – Corporate Governance

 

1.   The European Union has enacted its own version of the Sarbanes-Oxley Act. It is called:

2.   European Accounting Regulatory Mandate

3.   8th Company Directive

4.   European Commission Accounting Regulatory Reform Law

5.   None of the above

 

2.   Foreign companies which have what percent of the trading volume on U.S. exchanges have to comply with SOX:

3.   More than 5%

4.   More than 10%

5.   Less than 50%

6.   More than 50%

 

3.   Yermack found that companies which had significant managerial perks such as use of corporate aircraft:

4.   Exhibited no difference in financial performance compared to those without perks

5.   Exhibited poorer performance

6.   There was no significance difference in performance

 

 

4.   Core, Holthausen, and Larker’s research found:

5.   An inverse relationship between CEO compensation and the percentage of                                                                outside directors on the board

6.   An inverse relationship between CEO compensation and the size of the board           c.             None of the above

7.   Both a and b

 

5.   Malmendier and Tate analyzed the performance of CEOs who were awarded this status in the form of relatively high compensation, awards, and press coverage. They found:

6.   Such CEOs underperforming compared to their prior performance as well as the       performance of their peers

7.   The compensation of such CEOs rose significantly on attainment of the superstar     status but their performance declined

8.   Such CEOs spent a disproportionate amount of time doing other activities such as    attending public and private events as well as writing books

9.   All of the above

10.                None of the above

 

 

6.   With respect to companies with golden parachute agreements, Machlin, Choe, and Miles found:

7.   The number of multiple takeover offers was significantly greater for firms that possessed golden parachute agreements than for those firms without such             agreements

8.   A positive relationship between the size of the golden parachute agreement and the magnitude of the takeover premium

9.   Negative shareholder wealth effects after the adoptions of such agreements

10.                All of the above

11.                Both a and b

12.                Both b and c

 

7.   One study by Cyert, Kang, and Kumar of a large sample of companies found:

1.   The average CEO in their study was 55 years of age, and had served in that position for an average of eight years

2.   Found that in 70% of the cases the CEO was also the board chairman

3.   The equity ownership of the largest shareholder and the board was negatively correlated with CEO compensation.

4.   All of the above

5.   Both a and b

 

8.   A study by Core, Holthausen, and Larker, as well as other research, indicates the following characteristics of boards would be desirable:

1.   Fewer or no gray directors

2.   Fewer inside board members

3.   Fewer interlocked directorships

4.   All of the above

 

9.   Research, such as the study by Fich and Shivdasani, has shown that companies that have over half of the outside directors sitting on three or more boards have which of the following?

10.                Better financial performance but not better governance

11.                Better governance but not better financial performance

12.                Better governance and better financial performance

13.                Neither better governance nor better financial performance

 

 

10.                Research, such as research by David Yermack, has found which of the following with respect to larger board size:

1.   Positive shareholder wealth effects

2.   Negative shareholder wealth effects

3.   No significant market reactions

 

 

 

 

 

 

 

True or False

11.                Stock options are one method which may be used to align management and shareholder’s interests.

True or False

 

12.                Cooper, Gulen, and Rau found that firms in the highest decile ranking of executive compensation earned significant negative excess returns.

True or False

 

13.                Core, Holthausen, and Larker’s research found that CEO compensation was greater for the directors who were gray, over age 69, or who served on three or more boards.

True or False

 

14.                Research by Bizjak, Lemmon, and Nguyen provided support for the contention that the peer group used to determine the CEO’s compensation level tends to be opportunistically selected so as to derive a higher compensation level for the CEOs.

True or False

 

15.                Lambert and Larker found that the trigger control percentage for activation of golden parachutes agreements was when a bidder acquired approximately 51% of the company outstanding stock.

True or False

 

16.                When challenged, which is not common, courts have found golden parachute agreements to be an illegal giveaway of shareholder wealth.

True or False

 

17.                A study by Hartzell, Ofek, and Yermack showed that in deals where target CEOs enjoyed extraordinary personal treatment and benefits, such as high compensation or other special benefits, shareholders received lower acquisition premiums

True or False

 

 

18.                Malmendier and Tate analyzed the role of CEO overconfidence in the tendency for CEOs to engage in M&As. They measured CEO overconfidence using factors such as the tendency for        CEOs to hold options in their company’s stock until their expiration.

True or False

 

19.                Research shows that companies tend to have positive shareholder wealth effects when outside directors are added to a company’s board.

True or False

 

20.                Research, such as a study by Hallock, shows the CEO compensation is higher for company with interlocked boards.

True or False

 

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