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(Stock for Stock Merger) A Corporation is considering the acquisition of X Corpo

ID: 2723806 • Letter: #

Question

(Stock for Stock Merger) A Corporation is considering the acquisition of X Corporation.   Each corporation has the following data:
Existing Income Number of Shares
A Corporation $4,200,000 621,000
X Corporation $2,200,000 365,000
Synergistic additional benefits from the combination are $1,200,000.
What is the minimum exchange ratio is necessary to keep the X shareholders whole in terms of earnings per share?

What is the maximum exchange ratio would the A Corporation shareholder accept in taking over X Corporation and remain whole in terms of earnings per share? (note you will need to use the formulas in the book to solve this)

Explanation / Answer

1

Calculation of minimum exchange ratio necessary to keep the X shareholders whole in terms of earnings per share:

Existing Income of X Corporation (A)

$        2,200,000

Number of Shares of X Corporation (B)

365000

Existing Earnings per share of X Corporation (C) = A/B =

$              6.0274

Assuming number of shares issued to X Shareholders by A Corporation = X

Combined income after acquisition (4200000+2200000+1200000)

$        7,600,000

Number of shares after acquisition (621000+X)

(621000+X)

After Acquisition, X Shareholders would like to earn minimum Earning per share of $ 6.0274

Hence,

7600000 / (621000+X) = 6.0274

7600000 = (621000+X)*6.0274

7600000 = 3743015.40+X*6.0274

X*6.0274 = 7600000 -3743015.40

X = 3856984.60 /6.0274

X = 639909 Shares

Hence number of shares issued to X Shareholders by A Corporation =

639909

Existing shares of X Corporation =

365000

Exchange ratio = 639909 / 365000 =

1.7531 : 1

2

Calculation of minimum exchange ratio that A Corporation shareholder accept in taking over X Corporation and remain whole in terms of earnings per share:

Existing Income of A Corporation (A)

$        4,200,000

Number of Shares of A Corporation (B)

621000

Existing Earnings per share of A Corporation (C) = A/B =

$              6.7633

Assuming number of shares issued to X Shareholders by A Corporation = X

Combined income after acquisition (4200000+2200000+1200000)

$        7,600,000

Number of shares after acquisition (621000+X)

(621000+X)

After Acquisition, A Shareholders would like to earn minimum Earning per share of $ 6.7633

Hence,

7600000 / (621000+X) = 6.7633

7600000 = (621000+X)*6.7633

4200009.30

7600000 = 4200009.30+X*6.7633

3399990.70

X*6.7633= 7600000 - 4200009.30

X*6.7633= 3399990.70

X= 3399990.70/6.7633

502711.7975

X = 502712 Shares

Hence number of shares issued to X Shareholders by A Corporation =

502712

Existing shares of X Corporation =

365000

Exchange ratio = 502712 / 365000 =

1.3773 : 1

1

Calculation of minimum exchange ratio necessary to keep the X shareholders whole in terms of earnings per share:

Existing Income of X Corporation (A)

$        2,200,000

Number of Shares of X Corporation (B)

365000

Existing Earnings per share of X Corporation (C) = A/B =

$              6.0274

Assuming number of shares issued to X Shareholders by A Corporation = X

Combined income after acquisition (4200000+2200000+1200000)

$        7,600,000

Number of shares after acquisition (621000+X)

(621000+X)

After Acquisition, X Shareholders would like to earn minimum Earning per share of $ 6.0274

Hence,

7600000 / (621000+X) = 6.0274

7600000 = (621000+X)*6.0274

7600000 = 3743015.40+X*6.0274

X*6.0274 = 7600000 -3743015.40

X = 3856984.60 /6.0274

X = 639909 Shares

Hence number of shares issued to X Shareholders by A Corporation =

639909

Existing shares of X Corporation =

365000

Exchange ratio = 639909 / 365000 =

1.7531 : 1

2

Calculation of minimum exchange ratio that A Corporation shareholder accept in taking over X Corporation and remain whole in terms of earnings per share:

Existing Income of A Corporation (A)

$        4,200,000

Number of Shares of A Corporation (B)

621000

Existing Earnings per share of A Corporation (C) = A/B =

$              6.7633

Assuming number of shares issued to X Shareholders by A Corporation = X

Combined income after acquisition (4200000+2200000+1200000)

$        7,600,000

Number of shares after acquisition (621000+X)

(621000+X)

After Acquisition, A Shareholders would like to earn minimum Earning per share of $ 6.7633

Hence,

7600000 / (621000+X) = 6.7633

7600000 = (621000+X)*6.7633

4200009.30

7600000 = 4200009.30+X*6.7633

3399990.70

X*6.7633= 7600000 - 4200009.30

X*6.7633= 3399990.70

X= 3399990.70/6.7633

502711.7975

X = 502712 Shares

Hence number of shares issued to X Shareholders by A Corporation =

502712

Existing shares of X Corporation =

365000

Exchange ratio = 502712 / 365000 =

1.3773 : 1