Acquisition, Merger And Divestment Activity

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U.K. ELECTRICITY INDUSTRYcapital reserve.
A REPORT OF U.K. ELECTRICITY INDUSTRYAcquisitions require very huge initial cash outlays.
EXECUTIVE SUMMARYWhen RWE was acquiring the subsidiaries it spent
The industry is liberalized with several electricitybillions of dollars for the purchase. Acquisitions
firms operating freely in the market. Companieshave led to expansion of customer base in
acquire one another without restrictions with theaddition to the production of more energy. This
aim of improving their market share. Otherswas evident when shanks’ UK landfill was
merge with the same objective. Maybe the onlyacquired in 2003. Its combination with waste
tough government regulation is the EU legislationsrecycling group led to the saving of operational
on the environment. There are many methods ofcosts. It also pushed the group to the top as one
generating electricity i.e. power stations, nuclear,of the highest energy producing company in
coal and renewables. Coal is one method that isEurope. [10]
not environmentally friends and the companiesConsequently when an electricity firm is deemed
have been warned against emitting harmfulas not well performing, the Par lent Company can
emissions to the environment.decide to dispose it. It can also be as a result of
Mergers and acquisitions are associated with manypursuing waste disposal contracts. This was the
financial issues. The financial statements wouldcase when shanks wanted to dispose UK landfill in
have to be prepared on consolidation basis, huge2004. However any disposal must get the
capital need be set aside and the companies mustapproval of the shareholders. The financial issue
be ready to successfully grapple with therelated to disposal of subsidiaries is on how to
treatment of certain transactions like dividends,consolidate the disposal in the final accounts. What
pre and post acquisition profits.is more important is the percentage so disposed
As much as acquisitions can be beneficial, thereand date of disposal.[11]
are also problems associated with it. The investorLike disposals, it is also important to note the date
company and the acquired company may bea company was acquired and the percentage of
incompatible in many aspects. Their policies andacquisition and whether the acquisition gave rise
rules may be a complete contrast as is theirto a subsidiary or associate. It is worth interesting
cultural and ethical believes and practices.that the position of a single entity can change
The acquirers then needs to analyze, evaluate thefrom that of associates to subsidiary and
company to be acquired and only make thevice-versa. For instance RWE acquired 75% of
acquisition plan if only and if the benefits outweightapada in December 2000. This led to an increase
the costs.[1]of the percentage holding from 25%. The financial
RESEARCH OBJECTIVES / PROBLEMS POSEDimplication here is that W.e.f December 2000;
During the research, one of the problems was theRWE should prepare the accounts of Tapada as
reluctance of the firms in being subjected into aby the regulations governing subsidiaries and not
study. Not all the questions were answered someassociates. The consolidation must incorporate the
most relevant information could not be obtainedminority interest of 25% (100%-75% in the
due to unavoidable circumstances. The cost ofshares of Tapada. It must be noted that minority
the research was also underestimated only to beinterest in the profits and other reserves in the
found that it is costly affair.subsidiary is based on the profits as at the end of
CONTENTSthe accounting period. But the interest of the
1.0 Backgroundmembers of the group is based on the date that
The term acquisition refers to a situation wherethe company acquired the subsidiary. This is
one company purchases the shares in other onebecause, this was the date Tapada became a
or more companies. This can be through cash ormember of the group. A distinction should also be
by issuing its own shares or a loan stock inmade between pre-and post acquisition profits. It
exchange of the shares. This method of businessis only the pre-acquisition profits that the holding
combination is also referred to as “purchasecompany is entitled to.
method”. In an industry, there can be scarceThe treatments of dividends pose a great
resources that a firm may exploit but which itproblem when dealing with acquisitions. Dividends
cannot singe handedly. Acquisition then becomesmay be received by a holding company from its
of essence for the company to capture a widesubsidiary company out of the pre-acquisitions
market and make use of available resources. Inprofits or post acquisitions profits. This does not
the UK electricity industry, there are a lot ofpose any financial problem. A financial problem
government regulations especially the EUarises of the dividends came from pre-acquisition
environmental legislation. This stipulates thatprofits. If this is the case, they are credited to
companies should be wary of carbon emissions toinvestment in shares of the subsidiariary Account
the environment. This is likely to lock many ofthereby reducing the cost of control or increasing
them that may not have complied with thiscapital reserve. If the dividends declared are partly
legislation by 2015. A company in the industry canof pre-acquisition and post acquisition profits then
acquire more companies and widen its marketthe dividend received is divided into two parts in
share as a result of the exit of those companiesproportion to its declaration out of pre-acquisition
that would not have complied with regulations.[2]and post- acquisition profits. The dividends relating
In acquisition, companies do not combine. Theto pre-acquisition profits is credited to
companies remain independent separate legalinvestments account but the dividends relating to
entities. However, there may be changes inthe post acquisition profits is credited to profit and
control. A company can acquire effective controlloss Account. [12]
of another company by owing not less than 25%1.3 THE ETHICAL AND CULTURAL ISSUES
of the voting power in that company. In the UKASSOCIATED WITH ACQUISITIONS.
electricity industry, acquisitions fall into threeA company may acquire another company in
categories. These are the horizontal structures,either the same country or from another foreign
vertical structures and mixed structures.country. As much as there can be a difference in
The horizontal structure is where one electricityethics and culture in another country the same
firm owns directly controlling interest in more thatexists within a given country. These ethical and
one subsidiary. This may be illustrated as followscultural issues if not combated, may negatively
for illustrative purposes only.affect the performance of the group of
Interpreted, it would mean that power Gen hascompanies.
acquired 80% of the controlling interest in EDF,Companies coming from two different regions
70%in innogy (RWE) and 60% in Scottish power.would obviously the faced with language problems.
The vertical structure is where a parent companyTake for instance the acquisition of transgas by
owns directly controlling interest in a subsidiary,RWE. Transgas is based in the republic of Czech.
which in turn owns directly controlling in anotherThese are two different nations with different
company. Assume that power gene acquiredlanguages.
80% of the shares in EDF. EDF also acquired 60%Another cultural issue associated with acquisitions
of the shares in innogy. This scenario can well beis the attitudes of the members of both the
illustrated as follows: Powergen would have ainvestor company and the acquired company. This
direct controlling interest in EDF of 80% and hascan either be positive i.e. where the members
an indirect arithmetic interest of 48% in innogyvalue each other’s positions and roles or
(i.e. 80% of 60%). Even though the arithmeticnegative where members undermine each
interest of powergen in innogy is less that 50%,other’s significance in the group.
innogy is a sub- subsidiary of powergen. This isThere is also differences in the way processing of
because powergen control EDF and EDF controlinformation is done. Whereas one electricity
innogy and therefore by extension, powergencompany has been practicing a centralized
controls Innogy.[3]information processing system, the other may be
When a company acquires part of thedecentralizing this function. Companies from
shareholding of another, the other part is takendifferent nations may be observing different
by the minority group and is referred to asnational holidays and how this will be reconciled
minority interest. It is called minority interestafter an acquisition is another cultural issue. It may
because their holding is usually less than 50%also be the culture of one company that
shares of the company that has been acquired.shareholders have to get high returns on their
As the net assets of a company are financed byinvestment with or without profits. The other
share capital and reserves so the proportion ofcompany’s focus would be on divestments
the ordinary shares, preference shares andretaining as much profits as possible.
reserves attributable to outsiders is calculated, andEthical issues associated with acquisitions are
is shown as ‘minority interest on the liabilitiesissues like competition. The two firms may be
side of the balance sheet of the holdingformer competitors now joining forces and
company.[4]forgetting their rivalry. It would be quite interesting
One of the challenges of accounting forto see how the two former rivals would now be
acquisitions is on the calculation of minorityworking together for a common objective.
interest. To obtain the minority interest in EDF andThere is also the issue of down sizing after an
innogy the proportion of ordinary shares and thatacquisition. The group may reduce its workforce
those of preference shares held by the minorityfor operational efficiency. They have to do this
will first be established. The amounts are thenprofessionally to avoid confronting the legal issues
added. Then the minority’s share of eachand labour laws the wrong way.
reserve (i.e. capital and revenue reserves) in theAfter an acquisition has taken place, many
subsidiary company is calculated. As the reserveschanges follow and the group starts doing things
belong to equity shareholders so thein a different way. This may be in processing of
minority’s share of each reserve dependselectricity, marketing, recruitment and selection, to
on the percentage of ordinary shares held by thename just but a few. In adapting the above
outsiders. The minority interest is calculated bychanges, the group must consider doing them
adding up the amounts of share capital andethically and professionally in a manner not likely
reserves attributable to the outsiders.[5]to injure /harm other companies in the sector.
But in the simple illustration above the holdings ofThey have to have a fair play as this would also
both the parent energy company (powergen) onsafeguard them from unnecessary legal tussles.
the subsidiaries, EDF and innogy would be: -Differences in both ethics are and the culture of
Holding in EDF in Innogy Ltdtwo different companies can affect their
Powergen 80% powergen = 80% X 60% = 48performance after a merger. Reconciling these
%differences then by both management is
Minority 20% Minorityinevitable. [13]
100% Direct 40%1.4 THE OPPORTUNITIES AND BENEFITS OF
Indirect (20% X 60%) 12%ACQUISTION
52%The acquisitions arising in the electricity industry in
100%the UK have given the acquirers a competitive
The effective interest of powergen in innogy isedge over the other power producing companies.
60%. The last form of structure of a group isWhen Louisville Gas and Electric (LG&E)
mixed structures. This is where a parentacquired the UK energy in 1998, the demand for
company owns a controlling interest in atleast oneits electricity rose suddenly to more than 350,000
subsidiary. In addition the parent company and thecustomers. The electricity market in the UK is a
subsidiary together own controlling interest invery liberalized market. The price elasticity in the
another company.electricity industry triggers a more than
This structure can be illustrated as follows:proportionate demand, Because acquisitions lead
The holdings in the above structure may beto a reduction in operating costs, costs of
computed as follows: -equipments, reduced labour costs, etc, LG&
In EDFE was able to reduce the price of electricity and
Powergen 80%be able to operate profitably. The end result was
Minority 20%an increase in demand hence high sales turnover
100%of electricity. For instance after acquiring the UK
energy was able to serve more than 300,000
In Innogycustomers with natural gas. It can therefore be
Powergensummarized that an acquisition offers the
§ Directly 40%enterprises an opportunity to capitalize on the
§ Indirectly 24%responsiveness of their customers to prices
(80% X 30%)changes which are direct consequence of
64%acquisitions (and mergers).
Acquisitions offer the companies a good
Minorityopportunity to make use of technology in the
§ Directly 30% 100% - (40% + 30%)market. The electricity industry is one that
§ Indirectly 6%requires a lot of technological techniques in its
(20% X 30%)manufacture. 3.7% of the UK energy is produced
36%from nuclear and about 5% is as a result of
100%renewable energy. An electricity firm can acquire
another in order to take advantage of its
Even though the arithmetic interest of powergendiversified technology in the production of
in innogy is 64%, the effective interest is actuallyelectricity.
70%. An arithmetic interest that is more thanAnother benefit arising from acquisitions is that
50% does not necessarily imply control.the combined entities would have a stronger
A merger is simple a combination of two or moremarket power/ share. The result? — More
firms to form a single firm. Like in the UKinvestors in the company which shall be the
electricity industry, many are companies thatLinchpin for the growth of the company.
have merged in the recent past. An example isInternal growth is a slow process of growth.
the merger between RWE and VEW in April 2000.Internal growth may deplete a company’s
The merger resulted in the two companies almostresources and even affect its liquidity position;
dominating the market with duopolistic effects.owing to the massive resources that would be
Now the two companies have a market share ofrequired. If an electricity company intends to place
70% of the electricity industry in Germany. It is areliance on internal growth as opposed to external
business combination in which the shareholders oflike acquisitions, chances are that it might be
the combining enterprise combine control over,overtaken by those companies which have
the whole, or effectively the whole of their netembraced acquisitions as a form of growth.
assets and operations to achieve a continuingInternal growth is also barred from becoming a
mutual sharing in the risks and benefits attachedsuccess due to an agency of conflict inherent in
to the combined entity such that neither partythe management. Management may undertake
can be identified as the acquirer.[6]projects which are only profitable in the short
The UK electricity industry is an industry that is— run to benefit from them only during
faced by the threat of new entrants to thetheir period in office. A single firm may also not
industry. The number of electricity generatingbe having a well competent staff to push through
firms stand at around 15. In 1990, there werethe growth process. But acquisitions.
about three of them. This has the risk of theInject new management into the team that would
price of electricity declining due to competition. Tosteer growth of the group company. Together
combat this, two or more companies may unitewith other related benefits such as reduced
their interest (merge) with the sole aim ofoperating costs and other economies of scale
increasing their market power (share). By doingassociated with acquisitions, the process of
this, more efforts can then be directed towardsgrowth is enhanced compared to internal
the customer rather than fighting the competitor.growth.[14]
An example was RWE and VEW that merged1.5 POST- ACQUISITION PROBLEMS THAT TEND
and improved their market share to 70%.[7]TO PREVENT EXPECTED BENEFITS BEING
The shareholders of the combining enterprises joinACHIEVED.
a substantially equal arrangement to share controlOne of the problems encountered by most UK
over the whole or effectively the whole of theirfirms after an acquisition is incompatibility of the
net assets and operations. In addition theinvestor company and the investee (acquiree).
management of the combining enterprisesAnd this incompatibility is from many areas of
participates in the management of the combinedperspective. The policies, rules and procedures
entity. A mutual sharing of risks and benefits isgoverning the new enterprise are different and
usually not possible without substantially equalreconciling them often meets resistance especially
exchange of voting common share between thefrom the members of staff. As one company
combining enterprises. Such an exchange ensurescan view a given area of social responsibility as
that the relative ownership interests of thebeneficial to the organization, another would see it
combing enterprises are preserved.as a cost to the group. For instance, when
1.1 TECHNO — INDUSTRIAL DRIVERSPowergen purchased Midlands Electricity in
FOR ACQUISITIONS AND MERGERS IN THE UKOctober 2003, one of the aims of the group was
ELECTRICITY INDUSTRYto satisfy the demand of the customers. It even
One of the main drivers that have pushed the UKprovided customers with social services like
electricity companies into merging is because oftelecommunication. This decision was met with
its associated synergestic effects. Synergy refersrage and dissatisfaction from the staff of Midlands
to the economic (benefits) realized whereby thewho viewed the plan as an unnecessary cost to
benefits of the combined firms are higher thanthe organization. The acquired company also
that of its previously separate firms. Synergysuffers as a result of policies that are imposed on
brings about operating economies. This resultsit by the acquirer. These range from —
from the benefits due to large scale operations.adapting of certain specific processing methods
This may result from better efficiency inand production techniques, being forced to acquire
management in marketing, production andadditional electricity firms, etc. For instance, when
distribution. As a result of merging, the cost ofRWE acquired Innogy in 2002, it also acquired
transmitting electricity would likely reduce, as eachTransgas in the same period. They did this
company in the merger will only be responsible inwithout a full consent of the management allied to
supplying electricity in its location and environsinnogy p/c.
only. Synergy also leads to financial economies.Another post — acquisition problem is that
These include a lower cost of capital (especiallyof little or no co-operation at all between the
debt), a greater debt carrying capacity and aacquirer and the acquired company. Mostly, the
higher price-earning ratio. When RWE merged withmanagement of the investor company tends to
VEW in 2000, certain synergestic effects wereintimidate those of the acquired company in
evident. These were in Waste Management andamong other areas, the decision — making
also in the cross retailing of gas as well as energy.process. The two firms also suffer from the
The other synergestic effect of merging is thatchanges that are usually accompanied with
of differential management efficiency? This resultsacquisitions: These are organizational structure
when one firm is relatively inefficient and theadjustments, changes to rules, policies, regulations
merger improves managerial efficiency as well asand procedures. After an acquisition, the top
profitability. For instance, the British Energymanagement teams has to change with people
(nuclear) may be having an efficient managementlosing their previous top positions, employees need
thus making it the number one electricityto be retrained on new production methods and
company in the UK.[8]the marketers have to change to other new
In the year 2005 its production capacity wasmarketing methods. All these changes normally
approximately 9.6 Giggawatts compared totake a considerable time to be embraced and
Scottish and Southern which produced a paltry 5.3performance during such a transition period is
G.W. This can compel Scottish and Southern tolikely to decline.
initiate a merger with the British energy to benefitWith an acquisition, there is also the danger that
form its efficient management.the acquired company may be having certain
Another driver related to acquisition is Taxpending legal suits. The presence of these suits
consideration. Highly profitable electricity firms,would neutralize the benefits that could be derived
which pay high corporate taxes, acquire otherfrom an acquisition. For instance, the electricity
companies with large accumulated tax losses thatindustry in the UK is an industry surrounded with
can be turned into immediate tax savings. Astrict European rules especially regarding
merger can also provide an outlet for excessenvironmental issues. Many companies find
cash without immediate tax considerations.themselves in difficult legal tussles after an
Thirdly, mergers can be driven by the fact that aacquisition has taken place. Instead of the planned
company may be incurring higher costs inacquisition becoming progressive, it infact
replacing its assets compared to the marketbecomes a retrogressive exercise.[15]
value. To reduce such costs, a merge isCONCLUSION
necessitated.Mergers and acquisitions have resulted in
Apart from the threat of many other firmseconomies of scale and synergestic effects for
joining the energy industry, individual companiesthe UK electricity companies. Increased market
are also faced with the threat of hostile takeovershare, greater performance in the stock market
by other companies. This has necessitated someand customer satisfaction are just but some of
firms to merge with others to lessen the dangersthe benefits of such combinations. However
of being forcefully taken over. These merges arechallenges are also associated with mergers and
referred to as defensive mergers and are aimedacquisitions in the UK electricity industry. For
at making the company less vulnerable to ainstance when RWE merged with VEW in April
takeover. Managers involved normally argue that2000 the benefit was domination of the market
synergy rather than their own personal interestsand other synergestic effects like in waste
motivated the merger. However many of suchmanagement. However the merger led to more
mergers are being designed to benefit thethan 3000 jobs being lost. The firms should also
managers rather than the shareholders. [9]focus on the importance of ethical and cultural fits
Some mergers are also driven by thebetween them as this may either make the
managers’ personal reasons. Many mergersacquisition/ merger successful or a complete
in the sector have been motivated by thefailure.
manager’s own reasons for example toREFERENCES:
increase their remunerations power. They are alsoDepartment of Trade and Industry, Government
interested in increasing their retirement packages.of UK (
This is called golden parachute merges.De Oliveira, Ricardo Gorini and Mauricio Timono
Manager’s personal reasons constitute anTolmasquim (2004): ‘Regulatory Performance
agency conflict if the merger benefits theAnalysis Case Study: Britain’s Electricity
managers rather than the shareholders.Industry’, Energy Policy, Vol 32, No 11, pp
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