Monday, October 8, 2012

Week 4: Mom, Dad and Uncle Sam, Getting in the Way of a marriage - by Jack Gaines


This weekend's financial Times has an excellent article that highlights the delicacy of alliances, mergers, and their affects on nations.

The article “Cameron under domestic pressure to block C35BN EADS-BAE merger” discusses a proposal between two major European defense and aeronautical contractors to merge. The merger would create the “worlds largest aerospace and defense company” (Pickard, j., Parker, A., Sakhoui, A. 2012).

The French and German company, European Aeronautic Defense and Space (EADS) is the major supplier for both nation's military hardware like the Typhoon fighter jet, and also Airbus – commercial transportation aircraft which has production orders of approximately C486BN.

BAE is the UK's top defense contractor producing the nations deep technologies including cryptology and communication systems, and major construction including traditional and strategic nuclear submarines, and Hawk fighter aircraft. BAE is also a major supplier for the US Department of Defense.

Strengths of the merger:
The merger talks are rooted in long standing cooperative efforts by both companies and their nations on projects including the Concord supersonic commercial airliner (Wikipedia 2012), fighters jets, commercial airliners and commercial transport aircraft.

Weaknesses of the merger:
As two independent companies and the governments that depend on them for defense projects, the relationship is para-mutual, but as the companies have moved towards a merger, concerns are growing in the UK Prime Minister's office of the nations ability to manage it's own defense. This position is exacerbated by the German and French direct ownership and influence on the companies management. The French and German governments are pushing for 9 to 13 percent ownership in the merger. The UK has no direct government ownership in BAE and is concerned that foreign government ownership may leverage BAE, causing the company to be less or unresponsive to future UK defense policy needs without the partner nation's approval. “It might be stealth aircraft, avionics, cyber capability. If you don’t have access to a defense champion that provides it, national security is undermined.” (Pickard, j., Parker, A., Sakhoui, A. 2012).

The Opportunities:
Both companies see the EADS-BAE merger as an additional advantage in competition against the US commercial aircraft manufacturer, Boeing. Current economic drivers for also BAE include attaching to the Airbus production contracts. EADS sees the merger as an avenue towards US defense contracts (Pickard, j., Parker, A., Sakhoui, A. 2012).

The Threats:
In response to the merger and foreign government influence on defense products, Boeing the US commercial and military aircraft manufacturer, is working a US lobby effort in congress to remove BAE from “privileged status”. Stripping the status would essentially freeze US BAE defense contracts. (Gribben, R. 2012) The threat of losing US defense contracts and German-French direct stake in the merged companies ownership have stalled the UK government from moving forward in allowing the deal (Pickard, j., Parker, A., Sakhoui, A. 2012).

Overall, this article highlights the delicate balance of mergers in national defense companies. The companies themselves are drawn towards the merger, but the governments that depend on those companies for defense products need to overcome the critical issue of direct state ownership and leverage over the merged companies policies. The “Semi-strong form trust and competitive

advantage” describes the companies long standing partnerships and interest in a merger. “The firm that can rely on social governance to generate semi-strong form trust will have a cost based competitive advantage over the firm that must rely on economic governance to generate semi-strong form trust.” Namely Boeing is working the governance position in order to block a perceived economic and competitive advantage that a state sponsored company like the merged BAE-EADS would have verses a publicly held defense company like itself or other defense contractors. (Barney, J.B. & Hansen, M.H. 1994).

References:

BAE (2012) Retrieved from http://www.baesystems.com

Barney, J.B. & Hansen, M.H. (1994). "Trustworthiness as a Source of Competitive Advantage." Strategic Management Journal. Vol. 15, pp. 175-190. Available at http://www.jstor.org/stable/2486817


Gribben, R. (7 October 2012) David Cameron on standby to save 28bn BAE-EADS merger. The Telegraph [online]. Retreived from http://www.telegraph.co.uk/finance/newsbysector/industry/defence/9592856/David-Cameron-on-standby-to-save-28bn-BAE-EADS-merger.html

Gulati, R. (1998) "Alliances and Networks" Strategic Management Journal, Vol. 19, pp. 293-317

Pikard, j., Parker, A., Sakhoui, A. (6 October 2012). Financial Times - FT Weekend. pp.1&5

Wikipedia (2012) Concord. Retrieved from http://en.wikipedia.org/wiki/Concorde


3 comments:

  1. Interesting example! It's great that you conducted a SWOT analysis. If the merger does take place, what do you think will be the biggest barriers to success? Do you think any challenges could arise from cultural differences?

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  2. Hi Jack,

    Your post are educational and insightful. You did a wonderful job with your SWOT analysis. Given the many challenges it faces do you see the merger consummating? What do you think the governments would need to do to overcome the critical issue of direct state ownership and leverage and approve the merger?

    LeiLani

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  3. Thanks for the response. Personally, I see Boeing and McDonald Douglas really pushing to strip BAE from US DOD purchases over this merger. Boeing annual revenues are at about 70 billion. The merged companies would equal 90+ billion. If I were arguing for the US aeronautical lobby, is that the 10 billion in annual revenue that BAE receives would help to equalize the competition.
    The British government does seem interested in joining the two companies, but realize that the foreign government interest in the companies threatens their ability to manage their own defense projects and threatens US trade with the Department of Defense. I’m have no doubt that the agreement will have UK only exclusion to the merger and that the foreign government ownership will have limitations on what products are available to the different countries and that the UK government will have an equal say in the company’s plans and operations.

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