Сделки слияний и поглощений в автомобильной промышленности / M&A transactions in the automotive industry

Герасимова Анна Николаевна

Аннотация


The world economy is currently witnessing a new wave of mergers and acquisitions. The increased interest of the company management in M&A transactions is due to the presented opportunities: access to new technologies, economies of scale, expansion of the range of products/services, penetration of new markets, expansion of the customer base, etc. Thus, the aim of this work is to study M&A in the automotive industry and assess the impact of the M&A on the automotive company. The object of my research merger and acquisition market. The subject of my research: M&A transactions in the case of the automobile industry.
Tasks:
- on the basis of the analysis of theoretical provisions to denote the essence of the terms «merger» and «acquisition» and to give classification to these transactions;
- examine the stages of M&A transactions;
- analyze mergers and acquisitions in the automotive industry and identify their features;
- conduct a financial analysis of Volkswagen before and after the takeover of Porsche Automobile Holding SE and identify the consequences of the transaction;
- analyze sustainable development issues in the automotive industry.
The M&A hypothesis has a positive effect on the financial performance of automotive companies.
The theoretical basis of the thesis was made by the research of leading Russian and foreign scientists and practitioners in the field of mergers and acquisitions. The practical value of the work is to summarize the results that can be used to plan real deals in the automotive industry. The issue of the study is covered on the basis of actual literature, specific online content, current research, as well as practical examples.
The first chapter of the paper discusses the main directions of mergers and acquisitions. Also, the world and Russian experience in the field of M&A, historical waves and the main trends of the M&A market development are analyzed. Also, in the first chapter of the thesis considered a variety of motives for making deals, as well as the main stages of the M&A process. This chapter also analyses the main methods and approaches for assessing the effectiveness of a merger or acquisition transaction. On the basis of the study of competing theories of substantiation of cyclical development of processes, factors of cyclical development of the market of mergers and acquisitions are identified.
The second chapter examines the experience of the merger of Volkswagen and Porshe. These studies analyze the financial situation of enterprises before and after the integration transaction. It also analyzes the global and Russian market of mergers and acquisitions in the automotive industry.
In the course of the work, on the basis of the analysis of the theoretical provisions, the essence of the terms «merger» and «acquisition» was identified. Classification, types and stages of M&A process transactions have been considered. Hypotheses of M&A merger and acquisition transactions have been studied. Volkswagen Aktiengesellschaft and Porsche Automobil Holding SE (Porsche SE) integration history is considered. The financial analysis of Volkswagen for 2011-2012 was conducted. Mergers and acquisitions in the automotive industry were considered. The most popular type of mergers in the automotive industry has been identified.
The text is presented in 83 pages, including 3 figures, 13 tables, 4 annexes.