Quiz

Mergers & Acquisitions Quiz

Mergers and acquisitions (M&A) can affect stock compensation in meaningful ways. Test your knowledge of the impact that a corporate change in control can have on outstanding equity awards.

Please answer the following 10 questions. This quiz is also a course of study. The answer key links to content on the topic for follow-up reading.


1. Which of the following is not a type of corporate M&A transaction that can affect outstanding equity awards?


2. What is the difference between a merger and an acquisition?


3. What term is often used in stock plans to denote an M&A transaction that can affect outstanding equity awards?


4. What are some of the major factors that influence the treatment of stock options and restricted stock/RSUs in an M&A deal?


5. What happens to contributions in an employee stock purchase plan (ESPP) when the company is acquired?


6. In what ways can vested stock options be handled when the company is acquired?


7. In what ways can restricted stock/RSUs be handled when a company is acquired?


8. How are unvested stock options treated in an M&A transaction?


9. What is the typical tax treatment of stock options in an acquisition?


10. What is the typical tax treatment of restricted stock/RSUs in an acquisition?

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