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Series 79: M&A, Tender Offers & Restructuring
Series 79 practice questioneasyMerger Consideration

When an acquirer offers its own shares to target shareholders in exchange for their shares, this is known as:

  1. AA stock-for-stock merger✓ Correct answer
  2. BA cash tender offer
  3. CA leveraged buyout
  4. DAn exchange offer under Rule 14e-1
Explanation

Why AA stock-for-stock merger

A stock-for-stock merger involves the acquirer issuing its own shares to the target's shareholders as the consideration for the transaction. This type of merger can be structured as a tax-free reorganization under IRC Section 368 if certain requirements are met. Target shareholders become shareholders of the combined entity, sharing in both the upside potential and the risks of the merged company.

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