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Microlesson · 5-min read

Mergers and Acquisitions – Types and Differences

## Mergers and Acquisitions (M&A)

M&A are external growth strategies used to achieve quick growth, expansion, or diversification by combining two or more organisations.

Why M&A instead of organic growth?

  • Circumvents time, risk, and skill needed to build internal capabilities.
  • Achieves synergy in physical facilities, technical/managerial skills, distribution, R&D.

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### Merger vs. Acquisition

DimensionMergerAcquisition
What happensTwo+ organisations join to form a new entityOne organisation takes over another
ToneFriendly, mutually agreedOften unfriendly, forced association
Survival of entitiesBoth pre-merged entities cease; new entity formedAcquired company ceases; acquirer continues
Profit rightsOwners of both pre-merged entities share profitsAcquiring company controls all operations
Typical contextEquals combining for strengthFinancially strong overpowering a weaker firm
TimingPlanned, strategicOften during recession or declining margins

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### Types of Mergers

#### 1. Co-generic Merger

  • Merging organisations are from related but non-competing industries.
  • Associated through production processes, business markets, or basic technologies.
  • Includes extension of product line or acquiring complementary components.
  • Opportunity to diversify around a common set of resources and strategic requirements.

#### 2. Conglomerate Merger

  • Organisations that are completely unrelated to each other combine.
  • No linkages in customer groups, customer functions, or technologies.
  • No common factors in production, marketing, R&D, or technology.
  • In practice, there may be some degree of overlap in one or more factors.

#### 3. Horizontal Merger (implied context)

  • Companies in the same industry and same stage of the value chain combine.

#### 4. Vertical Merger (implied context)

  • Companies at different stages of the same supply chain combine.

Worked example

### Example 1

HPPL & HLP → Health N Hygiene Pharma Ltd. (Merger): Both companies join hands and form a NEW entity. Both retain ownership rights → This is a Merger.

### Example 2

HLP sold to HPPL, HLP ceases to exist (Acquisition): HPPL purchases HLP; HLP no longer exists; HPPL controls all operations → This is an Acquisition.

### Example 3

TechNova (software) + ElectroWave (hardware) (Co-generic Merger): Related but non-competing industries. TechNova brings software; ElectroWave brings hardware. They combine to design laptops and smartphones — leveraging complementary strengths → Co-generic merger.

### Example 4

Conglomerate Merger example: A textile company merging with a pharmaceutical company — no shared customer group, function, or technology.

⚠️ Common exam mistakes

  • Saying both companies survive in an acquisition — only the acquirer survives; the acquired entity ceases to exist.
  • Describing all mergers as 'friendly' without qualification — acquisitions are typically unfriendly/forced.
  • Confusing co-generic merger with conglomerate merger: co-generic involves related industries; conglomerate is completely unrelated.
  • Treating M&A and strategic alliance as the same — M&A involves ownership transfer; strategic alliance does not.
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