Case Name :      FirstCaribbean: The Proposed Merger

Authors :           Stephen Sapp

Source :             Ivey Publishing

Case ID :            906N04

Discipline :        Finance

Case Length :    19 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

Provides with an abridged version of the Offering Circular provided to investors for the proposed merger of the Caribbean operations of two international banks. Taking the perspective of an investment adviser, evaluate the proposed merger and make a recommendation to the existing shareholders regarding how they should manage this investment going forward (i.e., sell or hold the shares in the new company). Presents an opportunity to discuss several issues involved in valuing international companies using somewhat limited data while assessing the value of the proposal to existing shareholders.