Commercial Case Study Assumptions

[IceFloe]

If the client in an M&A transaction case study is an investment / PE firm, can we assume that there won't be any competition concerns, and that the method of acquisition is a share purchase? Competition concerns and asset purchases seem to me like they'd be only relevant to trade buyers.

Would love to hear anyone else's thoughts on this.

 

[AvniD]

If the client in an M&A transaction case study is an investment / PE firm, can we assume that there won't be any competition concerns, and that the method of acquisition is a share purchase? Competition concerns and asset purchases seem to me like they'd be only relevant to trade buyers.

Would love to hear anyone else's thoughts on this.

This is a really interesting question! The competition concerns that I can identify in this scenario relate to foreign investment- maybe certain investment thresholds could trigger a competition investigation by authorities in the jurisdiction that the company is based in/operates in on grounds of policy considerations?

Linking some starting points for research into this here and here!

 

[Jessica Booker]

If the client in an M&A transaction case study is an investment / PE firm, can we assume that there won't be any competition concerns, and that the method of acquisition is a share purchase? Competition concerns and asset purchases seem to me like they'd be only relevant to trade buyers.

Would love to hear anyone else's thoughts on this.

I don’t think you can assume anything until you see the specific information in front of you. Its quite feasible that the information you are provided with suggests something else or alternatively leads you to another approach.

 

[IceFloe]

This is a really interesting question! The competition concerns that I can identify in this scenario relate to foreign investment- maybe certain investment thresholds could trigger a competition investigation by authorities in the jurisdiction that the company is based in/operates in on grounds of policy considerations?

Linking some starting points for research into this here and here!

Your research links are super informative, thank you so much! Didn't even consider competition concerns between a PE firm's different portfolio companies.

 

[AvniD]

Your research links are super informative, thank you so much! Didn't even consider competition concerns between a PE firm's different portfolio companies.

Good to know! Wishing you the best 😇