Just Say No Defense

  

And the kindly, loving private equity gal says, "Wanna get taken over?" And then the even more kindly, loving company target person says, "Ummmmm...no." 

That's the anti-hostile-takeover "just say no" defense, and it is a reflection of that other kindly, loving lady, Nancy Reagan, best-dressed White House #2 in history. (Her advice to angry teens with low self-esteem when they were pressured to take drugs was to, um...just say no. Luckily, that worked and drugs are no longer a problem in America.*)

In reality, most investors don't want to have to go hostile when taking over a company—not because they are...nice. But because being hostile usually costs more money, creates employee friction with disparate loyalties, and ends up being a drag on investment returns. So just saying "no" often scares off suitors and the conversation is over quickly. 

*Denotes sarcasm.

Related or Semi-related Video

Finance: What is a Hostile Takeover?24 Views

00:00

Finance a la shmoop what is a hostile takeover?

00:06

alright nose plugs 4 less has been run poorly for a decade it used to be the [Man discussing company with nose plugs]

00:12

dominant nose bleed preventer in the industry but after years of you know

00:17

leakage the stock has come all the way down from a hundred bucks a share to

00:21

twenty dollars today frustrated investors who bought in at a hundred and

00:25

then 80 and then 72, 53, 45 and 33 have written

00:29

reams of complaint letters to the board who just doesn't seem to listen to what [Man angrily typing complaint on keyboard]

00:33

is an obvious fix well they have to fire the CEO and put someone in power who

00:38

will you know stop the bleeding but they won't for whatever reason the board is

00:43

remaining loyal to the CEO so now these angry shareholders and yes they are

00:48

hostile well, they get together and openly try to buy the company under a

00:53

process where they buy off as many shares as they can common shares they

00:58

team up among themselves yeah and then finally when they have a majority

01:02

ownership in the company or at least enough to sway the vote they start [Pie chart appears with hostile shareholders]

01:06

electing new board members with their common share votes

01:10

you know board members who actually listen to them remember that it's the

01:14

common shareholders who elect the board here people then the board hires the CEO

01:18

who hires well pretty much everyone else and hostile takeovers still happen these

01:23

days or at least get threatened here's one of the juicier ones and arguably one

01:27

of the worst wealth destroying deal passes in history when Microsoft tried to

01:31

go hostile and by Yahoo in 2008 and the board didn't listen and while they ended [Man with microsoft briefcase for head giving presentation]

01:37

up selling for less and so here's kind of the letter yeah you can kind of skim

01:55

So went on and on Yahoo past and while bad things [Microsoft merge failure newspaper article appears]

01:59

happened so hostile takeovers do they happen to well-run good companies who

02:03

were doing well? well generally no they're only bad for poorly run

02:08

companies and actually good for the shareholders because hostile takeovers

02:11

usually mean the share appreciates in value

02:13

and so then the common shareholders who actually own the company well at least

02:17

they eventually get paid at least something closer to a fair price so yeah

02:21

the best way to avoid a hostile takeover well as always to plug the leak before [CEO plugs in nose plugs]

02:25

it you know gets to be a problem

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