Mergers Acquisitions (Fall 2012)

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Mergers Acquisitions (Fall 2012)
I. Asset Acquisitions

1. Bidder buys all or substantially all assets from Target. Following which Target typically

distributes the proceeds to creditors and shareholders and dissolves

a. Contract may require Target to dissolve, specifically where Bidder uses stock as

the acquisition consideration. Bidder does not want its stock to just sit in a shell

company.

b. Bidder and Target agree in contract which liabilities Bidder will assume and which

will remain with Target.



2. “All or substantially”

a. Gimbel v The Signal Companies:

i. Sale of “qualitatively” all business assets versus “quantitatively” all assets.

A. Ct: If sale is of assets is qualitatively vital to Target corporate

enterprise, out of the ordinary, and substantially affects the existence

and purpose of the corporation, then it is beyond the power of the

BOD

B. Here, the sale did not constitute “substantially all” assets.

Defendant Corp had recently been diversifying and the assets sold

constituted a small percentage of total assets and a small percentage

of Defendant Corp’s income earning assets.

b. Katz v Bregman

i. Assets sold were Target Co’s only source of income producing assets for

several years

ii. Ct: this constitutes “substantially all” assets

c. Hollinger Inc. v. Hollinger Intl. Inc.

i. Viewed asset sold in both “qualitative” and “quantitative” value to Target

Co

ii. Quantitative: Though the single most valuable asset, it comprised less than

50% of total revenue of the corporation.

iii. Qualitative: Target did not own the Asset when it went public. It also had

a history of buying and selling various publications. It was not anywhere near

the “Heart and Soul” of the business

iv. Ct: Not “substantially all”

2. MBCA Safe Harbor

a. If both prongs are satisfied, Target Co is deemed to have retained a significant

continuing business activity, and thus not a sale of “substantially all”:

i. Co retains 25% of total assets; AND

ii. Retained business activities must comprise 25% of income OR revenue

A. Income: Net Sales

B. Revenue: Total Earnings





II. De Facto Merger Doctrine

1. Introduction

a. Shareholders sometimes bring cause of action, arguing that deal transaction is

really a merger, even though the acquisition is structured in some other way

i. Shareholder asks ct to enjoin the acquisition until merger statute formalities

complied w/

b. These cases result in de facto mergers (if ct looks through form to substance of

acq)

2.Applestein v. United Board & Carbon Corp.

a. United gave Epstein, sole SH of Interstate, 40% of United in exchange for

Interstate becoming a sub of United. Ct looks at factors and determines this looks

like a merger in substance rather than form (ct willing to use equitable powers)

b. Factors: (1) Transfer of all shares and assets of Interstate to United, (2)

Assumption by United of Interstate’s liabilities, 3) Pooling of interests in 2 Co, 3)

Absorption of Interstate by United, dissolution of Interstate 4) Joinder of

management from both co on BOD 5) Present executive and operating personnel

of Interstate will be retained by United, 5) Share exchange (Epstein to United) --

looked like a direct merger

i. s/h hurt: no appraisal rights and higher voting req for mergers in their

AOI

3.Hariton v. Arco:

a. Looks like asset acquisition for stock but D271 (sale of assets) and D251(merger)

are of “equal dignity” (one does not trump the other/independent legal significance)

b. Loral gives Arco 230k shares for all of Arco shares, so long as Arco agrees to

dissolve, distribute Loral shares to S/h. Delaware corp may resort to EITHER type,

court will not second-guess form of company, form matters.

c. Significance: Loral BOD must approve and no s/h vote req under Del for asset

purchase; but for Arco will qualify as all or substantially all -- thus Arco needs a s/h

vote but asset sale does NOT trigger appraisal rights.

4.Rauch v. RCA

5.Pasternak v. Glazer: not defacto merger case, but K interpretation.

a. The AOI suggested 80% vote required for mergers. It was a forward triangular

merger, Zapata Zsub and Houlihan. Stock of Zapata for Houlihan’s assets. Z shs only

approve issuance of stock under NYSE rule but argue that merger w/a sub of Z falls

under this requirement. the language used in the AOI did not clearly cover triangular

mergers vs regular mergers so the ct had to construe the ambiguity and enjoined the

proposed merger.

R: An interpretation of a K renders one or more terms redundant is not preferred over

a construction that gives effect to each of the agreement’s terms.

III. Appraisal Rights

1. Determining Fair Value

a. Cavalier - NO Minority Discount

i. Rejects idea that, because one SH owns 98%, that no one would pay high

price for remaining 2%. This is not taken into account when determining fair

value in appraisal proceedings

b. Weinberger - Conflict of Interest - Interlocking Directorates btw Parent and Sub

i. Plaintiff has burden to show a conflict of interest. If P is successful, the

review standard moves from BJR to Entire Fairness:

(1) Procedural Fairness

A. Fair Dealing

(2) Substantive Fairness

A. Fair Price

ii. Cleansing: Transaction can become cleansed if a majority of the minority

SHs approve the transaction (DGCL 144): ---> shifts the burden.

A. Majority and BOD must disclose all material facts to voting

minority SHs

iii. If properly cleansed, standard returns to BJR, and P must show some

fundamental unfairness

A. Here, because the majority did not disclose material facts, the

standard remained with Entire Fairness

iv. Entire Fairness Analysis from Weinberger

(1) Procedurally Unfair: Ct: The deal was rammed through in 4 days,

but then the SH vote did not until 5 months later. There should have

been a special SH meeting called to vote on this large transaction.

(2) Substantively Unfair: Ct: Parent’s execs performed a survey that

came up with a higher price per share, but it did not disclose it. Also

the interlocking directorate made it such that Parent’s board should

have created an independent committee of non-interlocking directors

to negotiate on behalf of Parent with Sub. If they had, they would

have gotten closer to the price that Parent’s execs figured out.

v. This case stands for the idea that a majority may squeeze out the minority

for a nonbusiness purpose, but the transaction must meet Entire Fairness

2. Appraisal Rights as Exclusive Remedy

a. Rabkin v. Hunt Chemical

i. Case where BOD let the 1 yr period fixing 25/share lapse and then paid a

lower amount to SHs

ii. Stands for Idea that Minority SHs can bring fiduciary duty claims in cash

out transactions and that the appraisal right is not their only remedy.

iii. Here, BOD did create a special committee, HOWEVER, it didn’t really do

anything, BOD was just going through the motions so they could meet

procedural fairness

iv. Can’t just go through the motion of setting up a special committee. The

committee actually has to show information supporting the price/share

number they came up with. The committee here didn’t really do anything to

see if the price should be closer to 25 rather than 21

A. Violated Fiduciary Duty of fair dealing because there was

evidence that BOD, dominated by single SH, was just going wait for

the 1 yr period to lapse in order to avoid the contract price



3. Valuation Techniques and Fair Value

a. Cede v. Technicolor - Do we include future value of what new owner will do?

i. Ct: Dissenting SHs’ interest is determined only after Co has been valued as

an operating entity on the date of the merger.

ii. THUS, value added to Co by a majority acquirer during the transient

period of a two step transaction accrues to the benefit of all SHs and must be

included in the appraisal process.



IV. Successor Liability

1. Change of Control Clauses: Transfer of stock trigger non-assignment clause

a. Branmar Theatre:Ct held here there is no transfer of the lease—

Schwartz’s just purchased all of the stock of the corp that controlled the

lease; now there is just a new owner of the stock and thus a new person

who controls the corp.

b. Should have assigned it to person not entity.

c. Policy: doesn’t violate free transferability, can do it just terminates lease

rght.

2. Successor Liability in Patent Licenses

a.PPG v. Guardian: Cross-licensing for patents: Guardian wanted Permaglass cross

licensing deal with PPG. Federal law trumped: patents are non-assignable w/o

consent of owner. (should have contracted with express agreement that says it can be

assigned)

3. Successor Liability in Asset Acquisitions

a.Contract Creditors

i. American Paper Recycling v IHC: Was an asset acquisition case: APR argued de

facto merger to hold new owner to a sales K.

ii. Used 4 factors: 1. Continuity of enterprise 2. continuity of s/h 3. Seller corp ceases

its former business operations 4. Assumption of obligations necessary to continue

normal business operations

iii. MA law weighed heavily against finding de facto merger between corporation and

acquiring company; although acquiring company absorbed bulk of corporation's

workforce, it did not retain key members of corporation's management team, had no

officers or directors in common, and transaction involved arms-length exchange of

good and fair consideration. IHC also kept factory and was willing to lease it back.

iv. Ct implied that IHC is still in place and APR should sue them not MPS.

b.Tort Creditors

i. Ruiz v. Blentech: Choice of law between Ill. and CA. Illinois rule says a Corp that

purchases assets of another corporation does not assume seller’s liabilities from tort

claims with 4 Exceptions: (1) Expressly agrees to assume (2) asset sale amounts to de

facto merger (3) Purchaser is a mere continuation of the seller 4) Sale is for

fraudulent purpose of escaping liability for seller’s obligations.

(5) CA EXCEPTION: Corporation that purchases a manufacturing business and

continues to produce the seller’s line of products assumes strict liability in tort for

defects in units of the same product line previously manufactured and distributed by

seller (“Products line” exception”)

Del 281: requires dissolving co to establish a plan of distribution that provides for

claims that have not been made known, not arises, but are likely to arise within 10 yrs

of dissolution. If the amt provided is insufficient, SHs are liable for lesser of pro rata

share of claim or their liquidating distribution.

MBCA: 14.08: similar rule but 3 years.



V. Federal Securities Laws

1. 1934 Act

a. Applies to acquisitions involving reporting companies:

i. Cos listed on any national exchange

ii. Cos that meet BOTH of:

(1) Class of 500 or more SHs

(2) Assets totaling $10m or more

b. Proxy Rules

i. When management solicits votes from SHs of reporting company, SEC

Proxy rules require Management to file a proxy statement with SEC and

distribute that statement to Co SHs

ii. Disclosure must provide full and adequate disclosure of all material facts

about the deal

iii. Goal: Provide SHs with information to make informed decision

2. 1933 Act

a. Goal: protect purchaser of securities, disclosure of material facts allow investor to

make informed decision

b. Applies to:

i. All Bidders who propose to issue stock in a transaction

c. Does not apply to:

i. Bidders using all cash to acquire Target

d. Regulations distribution (issuance) of shares, requires issuer to register the

distribution (offer and sale) of shares, unless one of following exemptions:

i. § 4(1) Workhorse Exemption:

A. Transactions not involving an issuer, underwriter, or dealer are

exempted from registering requirements

ii. § 4(2) Private Placement Exemption:

A. Proposed transaction does not involve a public offering

B. Nonpublic Offering:

1. Proposed offer/sale of issuer’s securities must be limited to

those who can “fend for themselves,” i.e., qualified investors

who generally already have access to the type of information

that registration would disclose

iii. § 4(2) Safe Harbor provisions, Rule 506 Reg. D: No limit dollar

amount for Private Placement, so long as offer is made only to:

A. Accredited purchasers; AND

B. No more than 35 unaccredited purchasers who do also satisfy a

Reg D standard of financial sophistication

iv. Limited Offering Exemption, Rule 504 and 505

A. SEC has authority to exempt limited offerings of up to $5m

i. Section 5 for Registered Transactions; if a registered transaction, requires:

A. Issuer must file registratio nstatement on Form S-4 with SEC

1. Includes sending prospectus to SHs, including info about

issuer, its business and financial affairs, and the proposed use

of the proceeds to be raised

2. Form S-4 is a joint proxy statement and registration

statement for information to be disclosed to SHs of Bidder

and Target, and the registration form for the issuance of stock

to the other SHs

e. Rule 10b-5

i. Duty to disclose all material facts

1. Certainty v. Materiality: uncertainty does not necessarily mean

nonmaterial

2. There is no duty to speak until a fact becomes material. When you

do speak, 10b-5 requires you to speak fully and provide adequate

disclosure of all material facts

ii. Prohibits:

1. Misrepresentations and omissions of key facts that could make the

disclosure misleading

iii. Basic v. Levinson: Rejects bright line approach for determining whether

deal negotiations are a material fact

1. Fact sensitive inquiry, factors:

(1) How interested execs are in pushing the deal through

(2) What support the BOD has given

(3) Whether Bidder begins to make financing arrangements

(4) How many people are involved in due diligence

A. e.g., Bidder brings in finance, R&D people, and

others. The more who get involved, the more likely it

looks like the deal will consumate.

(5) Probability v. Magnitude of Deal

f. 14e-3 Insider Trading in Anticipation of Acquisitions

i. US v. O’Hagan: member of lawfirm that represented bidder, became single

largest holder of call options in Target company. Adopted 14e3 which prohibited

insider trading while in possession of material nonpublic information relating to a

tender offer.

g. 16b Insider Trading in Anticipation of Acquisitions


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