Unrelated acquisitions in China: The role of political
ownership and political connections
Jakob Arnoldi
1,2
& Yulia Muratova
1,2
# Springer Science+Business Media, LLC, part of Springer Nature 2018
Abstract In this paper, we examine government influence on the acquisition behavior of
Chinese firms. Drawing from the state capitalism literature, we test hypotheses regarding
the effect of provincial government ownership and managerial ties respectively on
industry relatedness of firm acquisitions. We furthermore test hypotheses concerning
the moderating effect of institutional development and governor age and tenure. We test
our hypotheses based on analysis of 346 majority acquisition deals completed by first-
time acquirers in China between 2002 and 2014. Our results show that provincial
government-owned firms and firms with ties to the same are more likely to conduct
unrelated acquisitions within their home province compared to acquisitions across
provincial boundaries. Similar patterns do not exist for privately owned firms or for
firms with no managerial ties to provincial governments. Institutional development and
governor age and tenure are found to have no moderating effects. We relate our findings
to the main theoretical views of state capitalism and suggest that our results reflect
government attempts to promote economic growth and social development. Our study
contributes to the understanding of Chinese state capitalism and the cross-province
barriers for business in China.
Keywords Diversification
.
Acquisitions
.
Strategy
.
Political connections
.
China
How government influences firm strategic behavior in countries with state capitalist
economic systems is an important question which recently has received growing
Asia Pac J Manag
https://doi.org/10.1007/s10490-018-9571-2
* Jakob Arnoldi
jaar@mgmt.au.dk
1
Department of Management, School of Business and Social Sciences, Aarhus University,
Fuglesangs Allé 4, 8210 Aarhus V, Denmark
2
Sino-Danish Center, Eastern Yanqihu Campus, University of Chinese Academy of Sciences, 380
Huaibeizhuang, Huairou district, Beijing, China