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Journal of Corporate Finance Vol. 73 2022

Unique bidder-target relatedness and synergies creation in mergers and acquisitions

Tingting Liu1,2; Zhongjin Lu3; Tao Shu4; Fengrong Wei5

1 Ivy Tech Community College of Indiana · 2 Iowa State University · 3 University of Georgia · 4 Chinese University of Hong Kong, Shenzhen · 5 University of West Georgia

Abstract

Despite the theoretical appeal of the importance of the uniqueness of firm relation in merger synergy creation, empirical evidence supporting this synergy source is limited. We examine the effect of the uniqueness of the bidder-target relationship, i.e., the number of firms that share the bidder-target relationship, on merger synergies. We use machine learning tools to measure unique bidder-target relatedness and find that unique relatedness is associated with a much larger increase in merger synergies than non-unique relatedness. The measure of unique relatedness mostly captures product relatedness, and this measure dominates alternative product relatedness measures in predicting merger synergies. Analysis of the acquirer's post-merger operating performance shows that the unique relatedness creates synergies through enhanced operating efficiency rather than increased investment or revenue.

DOI
10.1016/j.jcorpfin.2022.102196
Volume
73
Pages
102196
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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