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How to deal with DB pensions in an M&A transaction

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Pension due diligence in M&As certainly has to take into account what are referred to somewhat awkwardly in this article as actuarial “standards”, but more so, investment performance.

If an acquisitor has confidence that it can beat historical performance by ‘X’ B.P.s, it could equate to a sizeable bump to its ROI.

All too often people mistake standards for performance. Changing a standard by itself may look good on paper, but if performance doesn’t change to back it up, you’ve simply increased your deficit (all other things being equal).

Tuesday, March 07 at 11:37 am | Reply

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