Valuation & accounting

Synergies

Definition

Synergies are the cost savings or revenue gains a buyer expects from combining two companies, value that exists only because of the merger. Cost synergies come from removing duplication; revenue synergies from cross-selling or pricing power.

In practice

Synergies justify premiums, and they are the most over-promised number in M&A. Cost synergies are usually real, if painful. Revenue synergies mostly are not. A useful rule from decades of deals: halve the revenue synergies, double the time, and see if the deal still works.

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