FAQ: Corporate Mergers - Cash-to-boot versions

q_lurker

 Some corporate mergers can be handled directly byQuicken’s Corporate Acquisition macro-transaction.  That applies when itis a straight share-for-share exchange of some defined ratio.  Corporatemergers where there is a direct cash component (known as cash-to-boot mergers)are more complex and cannot be dealt with as smoothly in Quicken. 

Cash-to-boot merger discussions – The followinglinks discuss representations in Quicken of cash-to-boot mergers where onecompany’s shares are exchanged for both cash and shares of the acquiringcompany.  Discussions do not necessarily contain like amount of detail anddifferences of opinion may exist.  Opinions expressed in such discussionsshould not be taken as tax-advice; do your own due diligence on suchmatters.  This list is being provided as a matter of convenience for userswith the most recent such mergers listed first.

ATT – TWX (2018)
https://getsatisfaction.com/quickencommunity/topics/recording-and-accounting-for-the-time-warner-at-t-cash-and-stockl-merger

Analog Devices – Linear Technologies (2017)
https://getsatisfaction.com/quickencommunity/topics/how-do-i-record-the-analog-devices-inc-cash-and-stock-acquisition-of-linear-technology-corporation(closed)

MicroFocus – HPE (2017)
https://getsatisfaction.com/quickencommunity/topics/hpe-software-sold-to-micro-focus-uk-firm

BCE – MTS (2017)
https://getsatisfaction.com/quickencommunity/topics/quicken-corporate-spin-off-security-name-already-in-use

Imvescor – MTY (2017, Canadian)
https://getsatisfaction.com/quickencommunity/topics/imvescor-to-mty-food-group-amalgamation

ETP – SXL (2017)
https://getsatisfaction.com/quickencommunity/topics/corporate-merger-energy-transfer-partners-and-sunoco-logistics-partners-quicken-2017

ABT – StJude (2017)
https://getsatisfaction.com/quickencommunity/topics/abbott-merger-with-st-jude

DELL – EMC (2016)
https://getsatisfaction.com/quickencommunity/topics/how-to-enter-emc-dell-merger-transactions

Kraft – Heinz (2015)
https://getsatisfaction.com/quickencommunity/topics/how-do-i-record-the-kraft-heinz-merger-that-included-a-stock-for-stock-exchange-and-a-special-dividend(closed)

WEC – TEG (2015)
https://getsatisfaction.com/quickencommunity/topics/how-to-enter-acquisition-of-teg-by-wec-where-both-stock-and-cash-involved(closed)

ATT – DTV (2015)
https://getsatisfaction.com/quickencommunity/topics/how-do-i-handle-the-purchase-of-directv-by-at-t-in-quicken-it-involves-1-892-shares-of-at  (closed/archived)

ADS – CNVR (2014)
https://getsatisfaction.com/quickencommunity/topics/how-to-record-cash-shares-received-in-stock-merger-of-cnvr-to-ads(closed)

PACW – CSE (2013)
https://getsatisfaction.com/quickencommunity/topics/how-do-i-record-the-capitalsource-and-pacwest-merger-in-quicken-2013(closed)

Whirlpool – Maytag (2006)
https://getsatisfaction.com/quickencommunity/topics/stock-split-failed-to-double-number-of-shares-qw18-premier(closed)

FS Bancorp - Anchor Bank (2018)
https://getsatisfaction.com/quickencommunity/topics/how-to-enter-meger-anchor-bankcorp-with-fs-bankc...

ESRX – MHS (2012)
https://community.quicken.com/discussion/comment/17530835#Comment_17530835

KMI – EP (2012)
https://community.quicken.com/discussion/7138737/how-to-record-the-kinder-morgan-el-paso-merger-in-quicken-2011

Softbank – Sprint (2012) 
https://community.quicken.com/discussion/7167663/whats-the-right-way-to-handle-the-sprint-buyout-in-q

TMUS – MPCS (2013)
(post lost)