Bear Hug: The Legal Implications of Hostile Takeover Offers

Definition & Meaning

A bear hug is a term used in corporate finance to describe a takeover offer that significantly exceeds the current market value of a target company. This type of offer is often made to gain shareholder support, even if the board of directors of the target company opposes the acquisition. The intention behind a bear hug is to pressure the board into accepting the offer due to the high value presented to shareholders.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A large technology company offers $100 per share for a smaller tech firm whose shares are currently trading at $70. The offer is attractive enough to persuade shareholders to support the acquisition, despite the target company's board opposing it.

Example 2: A pharmaceutical company proposes a bear hug to acquire a competitor, offering a 40 percent premium over the current stock price, leading to a shareholder vote that ultimately favors the acquisition. (hypothetical example)

Comparison with related terms

Term Description Difference
Bear Hug A high-value takeover offer to pressure the target company's board. Focuses on shareholder value and board pressure.
Hostile Takeover A takeover attempt that is resisted by the target company's management. Can include bear hugs but is broader in scope.
Friendly Takeover A takeover where the target company's board agrees to the acquisition. Involves cooperation from the board, unlike a bear hug.

What to do if this term applies to you

If you are involved in a situation where a bear hug is proposed, consider the following steps:

  • Evaluate the offer carefully, considering both financial and strategic implications.
  • Consult with legal and financial advisors to understand your rights and options.
  • Explore US Legal Forms for templates that can assist in drafting necessary documents or agreements.
  • If the situation is complex, seek professional legal assistance to navigate potential challenges.

Quick facts

Attribute Details
Typical Offer Premium 20-50 percent above market value
Key Players Shareholders, board of directors, acquiring company
Possible Outcomes Acceptance, negotiation, or rejection

Key takeaways

Frequently asked questions

If a bear hug is rejected, the acquiring company may choose to increase their offer or pursue other acquisition strategies.