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Are fairness opinions fair? The case of mergers and acquisitions

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Author Info
Kisgen, Darren J.
"QJ" Qian, Jun
Song, Weihong
Abstract

Over the period 1994-2003, 80% of targets and 37% of acquirers obtain a third-party assessment of the fairness of a merger or acquisition. These fairness opinions do not affect deal outcomes when used by targets, but they affect deal outcomes when used by acquirers. The deal premium is lower in transactions if the acquirer obtains a fairness opinion, and is further reduced if multiple advisors provide an opinion. However, the acquirer's announcement-period return is 2.3% lower if the acquirer has a fairness opinion, especially if the acquirer pays a high premium, indicating that investors are skeptical of these transactions.

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File URL: http://www.sciencedirect.com/science/article/B6VBX-4TXF83H-2/2/df0bf27fa8a3e7e4fad644369efa9517
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Publisher Info
Article provided by Elsevier in its journal Journal of Financial Economics.

Volume (Year): 91 (2009)
Issue (Month): 2 (February)
Pages: 179-207
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:eee:jfinec:v:91:y:2009:i:2:p:179-207

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Web page: http://www.elsevier.com/locate/inca/505576

For technical questions regarding this item, or to correct its listing, contact: (Heidi Boesdal).

Related research
Keywords: Fairness opinion Merger Conflict of interest Deal premium Announcement return;

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