| CHAPTER ONE | | | | satisfactory, 61 marginal and 10 unsound. (Imala; 2005 |
| 1.0 BACKGROUND OF THE STUDY | | | | pp:27). |
| The recapitalization and consolidation exercise in the | | | | - Low capital Base: The average capital base of |
| banking industry by the former Central Bank of Nigeria | | | | Nigeria banks is US$10milion, which is very low |
| Governor, Professor Charles Soludo has necessitated | | | | compare to that of banks in other developing countries |
| the need for different organization to engage in | | | | like Malaysia where the capital base of the smallest |
| corporate Consolidation (mergers and acquisition). The | | | | bank is US$526million. Similarly the aggregate |
| concept of recapitalization refers to the current trend | | | | capitalisation if the Nigeria banking system at 311million |
| of compelling all commercial banks to raise their capital | | | | naira (US$2.4million) is grossly low in relation to the size |
| base from 2billion to 25billion Naira by the Central Bank | | | | of the Nigeria economy and in relation to the capital |
| of Nigeria on or before 31st December 2005. This has | | | | base of US$688billion for a single banking group in |
| sent some of these banks on the move to consider | | | | France US$541billion for a bank in Germany. (CBN |
| Merger and Acquisition as a survival strategy. | | | | 2005: 17) |
| WHERE WE WERE BEFORE CONSOLIDATION | | | | - Stock Exchange Quotation: Business combination |
| 89 banks with 3,382 branches predominantly in the | | | | could be motivated by the desire for stock exchange |
| urban centres as at June 2004 characterized by | | | | listing. In this case, a bank unable to meet the |
| structural and operational weaknesses such as: | | | | requirement of the stock exchange, but desirous of |
| - Low capital base ; Dominance of a few banks | | | | public quotation may integrate with another bank in |
| - Insolvency and illiquidity. | | | | order to realize its goal. |
| - Over dependence on public sector deposits and | | | | - Increased Market Share: Consolidation (Mergers and |
| foreign exchange trading. | | | | Acquisition) may be compelled by the desire banks |
| - Poor asset quality. | | | | that have similar line of product to enlarge its market |
| - Weak corporate governance; A system with low | | | | share after the merger. |
| depositor confidence. | | | | In addition to the above inadequacies, the Nigeria |
| - Banks that could not effectively support the real | | | | banking system suffers the following operational |
| sector of the company at 24% of GDP, compared to | | | | problems: |
| Africa average of 78% and 272% for developed | | | | - Weak corporate governance, evidence in inaccurate |
| countries. | | | | and non- |
| 1.0.1 THE VISION OF CONSOLIDATION ARE AS | | | | compliance with regulatory requirement, declining ethics |
| FOLLOWS: | | | | and gross insider abuse resulting in huge |
| - As Africa’s financial centre and CBN as one the | | | | non-performing insider related credits. |
| best in the world | | | | - Over-dependence on public sector deposits and |
| - Facilitate evolution of a strong and safe banking | | | | foreign exchange trading and neglect of small and |
| system | | | | medium scale private savers. (Imala; 2005:27) |
| - Improve transparency and accountability in the sector | | | | 2.5. BANK CONSOLIDATION |
| - Drive down the cost structure of banks and make | | | | THROUGH MERGER |
| them more competitive and development oriented | | | | AND |
| - A new Banking system that depositors can trust and | | | | ACQUISITION |
| investors can rely upon usher in a new economy | | | | Consolidation is achieved through merger and |
| There are indications that banks are now favourably | | | | acquisition. A merger is the combination of two or |
| disposed to Consolidation (merger and acquisition) | | | | more separate firms into a single firm. The firm that |
| after considering various options available to them on | | | | results from the process could take any of the |
| account of the introduction of the 25billion Naira | | | | following identities: Acquirer target or new identity. |
| recapitalization, which will also send most of the banks | | | | Acquisition on the other hand, takes place where a |
| Managing Directors and their boards to meetings and | | | | company takes over the controlling shareholding |
| marshalling of game plans from the preliminary reports | | | | interest of another company. Usually, at the end of the |
| from the negotiation table, banks could have several | | | | process, there exist two separate entities or |
| options to explore. In an attempt for banks to meet up | | | | companies. The target company becomes either a |
| with the new requirement, some Banks are exploring | | | | division or a subsidiary of the acquiring company |
| the option of inviting foreign investor to buy into Banks. | | | | (Pandey, 1997:885). |
| Other are looking at the possibility of getting investor to | | | | While consolidation involves merger and acquisition of |
| shore up their capital, and some are looking at the | | | | banks, convergence involves the consolidation of |
| capital market option, while others are considering | | | | banking and other types of financial services like |
| mergers and acquisition. | | | | securities and insurance (FRBSF Economic letter, 1998). |
| This process of recapitalization of recapitalization and | | | | Anecdotal evidence indicates that the commonest |
| restructuring of Nigeria (commercial) banks has been | | | | form of mergers and acquisitions found in the financial |
| gathering pace since the decision was made by CBN | | | | services industry involves domestic firms competing in |
| on the recapitalization of Nigeria Banks from 2billion to | | | | the same segment (for instance, bank to bank). The |
| 25billion naira by December 31st, 2005. The proposed | | | | second most common type of merger and acquisition |
| recapitalization as confirmed by the CBN governor, | | | | transactions involves domestic firms in different |
| Professor Charles Soludo, is a subtle way to compel | | | | segments (e.g. bank-insurance firms). Cross-border |
| Nigeria Banks to merger so as to strengthen in totality | | | | merger and acquisition are less frequents particularly |
| the Nigeria banking system through Consolidation | | | | those involving firms in different industry segments |
| (mergers and Acquisition). The process would further | | | | (Roger Ferguson Jr., 2002). |
| enable the banking sector to meet up with international | | | | 2.5.1 APPROVAL |
| standards. | | | | UNDER MERGER AND ACQUISITION |
| Apart the pronunciation by Professor Charles Soludo, | | | | Before any bank can be said to consolidate through |
| the recent change in banking has necessitated the | | | | merger and acquisition in the Nigeria industry, it must |
| need for different banks to engage in corporate | | | | first seek and obtain the approval of the following |
| Consolidation. The Oxford Advance learner English | | | | regulatory and supervisory authorities in the industry. |
| dictionary fourth edition (1999), defines consolidation as | | | | They include the Securities and Exchange Commission |
| a positive of power or success stronger so that it is | | | | (SEC), Central Bank of Nigeria (CBN), Nigeria Stock |
| more likely to continue and Merger as the combination | | | | Exchange (NSE) and the Corporate Affairs |
| of commercial companies into one. Acquisition on the | | | | Commission (CAC).(CBN 2004). |
| other hand was defined by another source as a | | | | 2.5.2 PROCEDURES FOR OBTAINING |
| company taking a controlling ownership interest in | | | | APPROVAL FOR MERGERS AND ACQUISITIONS |
| another firm, could be legal subsidiary of another firm | | | | The Company and Allied Matter Act (CAMA 1990) |
| or selected asset of another firm. | | | | and The Investments and Securities Act (ISA 1999) |
| It may involve the purchases of another firm asset or | | | | provide the primary legal provision for effecting Merger |
| stock with the acquired firm continued to exist as a | | | | and Acquisitions in Nigeria. This provision vested the |
| legally owned subsidiary require. For the purpose of | | | | power to review and give approval to Securities and |
| this study, mergers and acquisitions will be deemed to | | | | Exchange Commission (SEC). Before granting its |
| have occurred when two or more organisation join | | | | approval, SEC considers the effect of the proposed |
| together all or part of their operations. Globally, such | | | | transaction on the competitive environment, with a |
| business combinations have involved various sizes of | | | | view to ensure that the transaction does not restrain |
| companies as well as assets and have cut across | | | | competition or create a monopoly. The procedure or |
| economic sectors. While many business combinations | | | | process for obtaining approval for mergers and |
| have been well received by parties involved, other | | | | acquisitions entail four (4) basic steps: |
| have done so with stiff resistance often resulting in | | | | - Filling a Pre-Merger/Acquisition notification |
| long battles to prevent the combinations. | | | | - Filling a formal application for approval of the |
| With the latest CBN regulation and the systematic | | | | Proposed Merger/Acquisition. |
| withdrawal of Federal funds from the banks, a lot of | | | | - Hold a Court Order Meetings |
| banks are on the brink of extinction. As a result of this | | | | - Complying with post-approval requirements |
| a lot of banks are now either going public or trying to | | | | 2.6 THE ROLE OF SEC, CBN, NSE, AND CAC |
| position themselves as banks of choice for possible | | | | AS REGULATORY AUTHORITIES IN MERGERS |
| merger or acquisition by other banks. This new | | | | AND ACQUISITIONS |
| development would also impact on employment, as | | | | Securities and Exchange Commission (SEC): |
| most top management would be affected and other | | | | The Nigeria law provides that every merger, acquisition |
| young staff would be thrown into the labour market in | | | | or business combination between or among |
| the bid to have the required number of directors by | | | | companies shall be subject to the prior review and |
| the regulatory authorities and on the economy at large. | | | | approval of the Security and Exchange Commission |
| In Nigeria today, a number of banks wanting to merge | | | | (SEC), (ISA 1999:599(2). Subsection 3 of the said |
| may run into difficulties, because most Nigeria banks | | | | section 99 provides that the commission shall approve |
| are not quoted on the stock exchange and the assets | | | | any application made under that section if and if only |
| of some are really bad. The effect of the merger is | | | | the commission finds that “it is not likely to cause a |
| that merging banks in the country, under the current | | | | substantial competition or trend to create a monopoly |
| dispensation may lose their licenses and be issued | | | | in any line of business enterprise” or “use of |
| new ones to reflect the new consolidated outfit. As | | | | such shares by voting or granting of proxies”. It |
| we go on in the subsequent chapters, further critical | | | | should be noted that both mergers and acquisitions |
| look shall be taken on the effect that this development | | | | requires SEC approval on monopoly. Worthy of note is |
| is likely to or will have on the Nigeria banking industry | | | | that monopoly consideration is a pre-merger issue. |
| and the economy at large. | | | | There is no need to commerce the merger process if |
| 1.1 STATEMENT OF PROBLEM | | | | at the end or in the middle of the process SEC will |
| Business organisations are recently seeing | | | | refuse approval on the basis that the combination will |
| Consolidation (Mergers and Acquisition) as an | | | | inhibit competition. It is therefore important to seek a |
| alternative means of recapitalizing. The current trend | | | | pre-merger approval should SEC. The application for |
| of compelling all commercial banks to raise their capital | | | | pre-merger approval should include information on |
| base from 2billion to 25 billion naira by CBN on or | | | | history and business of the combing companies as |
| before 31st December 2005 has sent some of these | | | | well as their market. |
| banks on their heels to consider Merger and | | | | Apart from pre-merger approval on issues relating to |
| Acquisition as a survival strategy. | | | | monopoly, SEC has to approve the scheme after a |
| The expected problems regarding consolidation are | | | | court session and holding of court- sanctioned |
| There exit a high degree of calculated risk taking to | | | | meetings. The role of SEC in this regard is quite |
| tap opportunities that come the way of business, but | | | | different from the pre-merger approval. At this stages |
| there is risk avoidance in Nigeria business and where | | | | SEC will ply its traditional role of regulation to ensure |
| risk is low, development is also low and industrial | | | | compliance by the parties with disclosure and good |
| advancement becomes near static. | | | | corporate governance requirement of the law. The |
| Consolidation could be a very expensive venture in | | | | role of SEC is not to be a participant but to create the |
| terms of funds required to prosecute it successfully. | | | | enabling environment for parties to play in affair |
| Corrupt practices at public and private sector levels | | | | market situation. |
| are another impediment. This need to be discouraged | | | | Central Bank of Nigeria (CBN) Approval: |
| and incidence of corrupt practices should be severely | | | | Banks and other financial institutions Act (Bofid) 1991 |
| punished because consolidation deals require | | | | and the CBN Act of 1991, the CBN has enormous |
| confidence and trust to promote consummation. | | | | powers to regulate banks including approval of |
| Nigeria suffers anaemically from lack of information | | | | consolidation of banks and changes in the structure |
| which may unfortunately hinder significant leaps in | | | | and management of any bank. It follows that in view |
| business combinations | | | | of the world powers of the CBN, it is advisable that |
| 1.2 OBJECTIVE OF THE STUDY | | | | pre-merger approval of CBN be obtained prior to |
| The fundamental objectives of this study are | | | | commencement of the process consolidation. The |
| - To assess the implication of consolidation on the | | | | pre-merger approval for merger and acquisition would |
| banking industry | | | | be required to undergo three stages of approval |
| - To examine the impact of consolidation on the | | | | namely, pre-merger consent from the CBN, approval |
| Nigeria banks. | | | | – in- principle and final approval. Also, it is imperative |
| - To highlight possible challenges posed by the policy | | | | that CBN approval be sought and obtained to the |
| of bank consolidation | | | | scheme document, shareholders agreement, new |
| - Assess Nigeria banks before consolidation | | | | memorandum and articles of association implementing |
| - Identify the benefits of bank consolidation | | | | shareholders agreements, if any. |
| - Evaluate the prospect of banks after consolidation | | | | During implementation process, every structural |
| - Assess the implication of consolidation on banks in | | | | management action would be subject to CBN |
| Nigeria | | | | approval. These would include reorganization, staff |
| 1.3 SIGNIFICANCT OF THE STUDY | | | | rationalization, name approval, branch rationalization, |
| The significance of this study is to add to the general | | | | head office etc. |
| body of knowledge, enlighten the general public on the | | | | Nigeria Stock Exchange (NSE) Approval: |
| effect of bank consolidation on the performance of | | | | The approval of the Nigeria stock exchange is |
| banks in Nigeria. And also explain the challenges of | | | | necessary if the merged company is to be a public |
| bank consolidation. This research work would also | | | | limited liability company and desires listing on the |
| establish the fact that consolidation (merger and | | | | exchange or some of the merging companies are |
| acquisition) is a veritable means for fostering banking | | | | listed on the exchange. During the merger period the |
| growth. | | | | NSE is like place of listed parties to the merger or |
| 1.4 SCOPES AND LIMITATION OF STUDY | | | | technical suspension to prevent unfair trading and |
| The scope of this study is to know the challenges of | | | | protect those companies. |
| bank consolidation. | | | | CORPORATE AFFAIRS COMMISSION (CAC) |
| Due to the financial constraint coupled with available, | | | | APPROVAL: |
| the research will make use of available materials in the | | | | Essentially from the legal point of view the CAC has |
| Securities and Exchange Commission’s library. | | | | merely a ministerial role to play in mergers and |
| Central Bank of Nigeria(CBN) and Association of | | | | acquisitions. |
| Issuing Houses of Nigeria’s library where books | | | | It is the custodian of company documents; therefore |
| relevant to the research topic will be consulted and the | | | | most of the processes end up with the CAC for |
| internet. | | | | proper custody. This is done through statutory returns. |
| 1.5 RESEARCH QUESTION | | | | Certificates of incorporation will eventually be returned |
| The question on this research work is | | | | and a new one issued for the merged company. The |
| - Is there significant relationship between capitalisation | | | | share capital may have to be increased substantially. |
| and liquidity ratio of banks in Nigeria? | | | | Also, returns of allotment will have to be filed. Some of |
| - Is there significant relationship between capitalisation | | | | these processes involve payment of substantial sums |
| and loan to deposit ratio? | | | | in stamp duties and filling fees. It is therefore imperative |
| 1.6 RESEARCH HYPOTHESES | | | | that these costs be anticipated. |
| Baridam (2001) defined hypotheses as a tentative | | | | Although the CAC has a purely ministerial role in |
| answer to the problem. The following hypotheses will | | | | regulation of mergers and acquisitions, improvement in |
| be formulated from the objectives and will be verified | | | | its technology and some service delivery means that, it |
| in the course of this research work and noted as null | | | | is more able to track defaulting companies and this |
| from guide us in finding the solution to the problem that | | | | can slow down the process for companies involved in |
| is induced in this research work. | | | | the merger process whose returns at CAC is not up |
| HO: There is no significant relationship between | | | | to date. Defaulting companies may have to pay |
| capitalisation and liquidity ratio of banks in Nigeria | | | | substantial penalties. |
| HO: There is no significant relationship between | | | | 2.7 CHALLENGES OF BANK CONSOLIDATION |
| capitalisation and loan to deposit ratio? | | | | The challenges identified in this research work cut |
| 1.7 DEFINATION OF TERMS | | | | across the banks, their shareholders, bank employees |
| - Bank Re-capitalization: It is the act of supplying | | | | and other stakeholders in the banking industry. |
| long-term funds of the owners of the bank to meet | | | | It is an established fact that the route to improving |
| the requirement of monetary authority. Osiegbu (2005). | | | | efficiency in any industry is to foster competition |
| - Consolidation: It is the reduction in the number of | | | | among the operators. This is evident in two important |
| banks and other deposit taking institution with a | | | | growth sectors of the Nigeria economy- aviation and |
| simultaneous increase in the size and concentration of | | | | telecommunications over the last one decade |
| the consolidation entities in the sector (BIS, 2001:2) | | | | (Adedipe 2005:37). A major challenge of bank |
| - Merger: It is the combination of two or more | | | | consolidation is how to foster competition with fewer |
| separate firms into a single firm | | | | mega banks. |
| - Acquisition: It is where a company takes over the | | | | Certainly, fewer cannot be more competitive. There is |
| controlling shareholding interest of another company | | | | however, the other side to the argument, which |
| 1.8 ORGANIZATION OF THE STUDY | | | | considers the number and spread of bank branches. |
| The research work will be made up of five chapters | | | | The fewer banks are likely to be pressured to expand |
| as follows: | | | | further, seeking business opportunities through |
| CHAPTER ONE: This consists of the introduction, | | | | aggressive branding to hitherto unexplored territories. |
| statement of the problem, purpose of the study, | | | | (Moon, 1998). |
| research questions, research hypothesis, significance | | | | There is ample evidence that this is the direction that |
| of the study, limitations of the study, organization of the | | | | the emerging banks in Nigeria are likely to follow, going |
| study and definition of terms. | | | | by the indications in their capital raising information |
| CHAPTER TWO: This section consists of reviews of | | | | memorandum. International evidence in bank |
| relevant literature of renowned authors in the field of | | | | consolidation also confirms this except that it is more in |
| this study. | | | | the context of cross boarder acquisitions (Hughes, |
| CHAPTER THREE: This section entails the | | | | Lang, Master and Moon, 1998). |
| methodology selected by the researcher of the study. | | | | One of the supposed benefits of consolidation (Bigger |
| It entails research design, sample procedure, data | | | | Banks) is indeed and efficiency challenge. The |
| collection, operational measure of the variables, and | | | | argument has been that bigger banks might not |
| data analysis technique. | | | | necessarily be filter or more efficient, since they have |
| CHAPTER FOUR: This consists of a vivid presentation | | | | no incentive to improve efficiency within the limited |
| and analysis of data collected from relevant sources | | | | competitive field. Observers of Nigerian banking have |
| for the study. | | | | noted that the big banks (perhaps because of the |
| CHAPTER FIVE: This is the last section of the work | | | | increase in the number of customers) have slipped |
| and it consists of discussion, conclusion and | | | | back to their erstwhile habits before the advent of the |
| recommendations made by the researcher. | | | | new generation banks. Available, empirical evidences |
| CHAPTER TWO | | | | from Hughes et al (1998). |
| 2.0 THE CONCEPT OF CAPITAL BASE | | | | Another major challenge of consolidation is capacity |
| The recent call for recapitalization in the banking | | | | building for risk management for both the regulators |
| industry has raised much argument among the bank | | | | and operators. Both constituencies of the bank system |
| regulators, promoters and depositors as if shoring up | | | | need to enhance their risk management skills and |
| of bank’s capital base is a new phenomenon in | | | | indeed acquire new ones, covering the three plant of |
| Nigeria. Historically, the failure of pioneer z1930’s | | | | risk recognition, evaluation and monitoring (Adepide, |
| and 1940’s brought about the enactment of | | | | 2005:41). |
| banking ordinance of 1952. Banking ordinance of 1952 | | | | 2.8 THE IMPLICATION OF CONSOLIDATION |
| prescribed an operating licence and emphasized on | | | | ON THE BANKING INDUSTRY |
| minimum equity capital for all banks (Onoh, 2002: 321). | | | | The directive by the Central Bank that, banks should |
| Since then, raising of bank capital has become the | | | | raise their capital base to the tune of N25 billion several |
| hallmark response policy of the Nigerian monetary | | | | implications for both the banking industry and the |
| authorities. | | | | Nigerian economy at large. These implications are as |
| Capitalization is an important component of reforms in | | | | follows: with respect to the banking industry, the |
| the banking industry, owing to the fact that a bank with | | | | implications can be categorized into two parts namely; |
| a strong capital base has the ability to absorb losses | | | | brand and structural implications. |
| arising from non-performing liabilities (NPL). Attaining | | | | 2.8.1 BRAND IMPLICATION: With regards to branch |
| capitalization requirement is achieved through | | | | implications, the new entities that will come from the |
| consolidation, convergence as well as the capital | | | | dust of consolidation will need to deal with |
| market. Thus, banking reforms are primarily driven by | | | | brand-related issued such as: |
| the need to achieve the objectives of consolidation, | | | | - There will be a change of name if two or more |
| competition and convergence. (Deccan Herald,2004), in | | | | banks come together and decide not to adopt any of |
| the financial architecture. | | | | the participating bank name. |
| 2.1 THE POSITION OF THE BANKING | | | | - The logos which were formally used by each of |
| SECTOR BEFORE | | | | these banks will be dropped and another one adopted. |
| CONSOLIDATION | | | | - There will also be the evolution of a new brand |
| There was existence of eighty-nine (89) banks | | | | culture for the emerging banks after consolidation. |
| predominantly in the urban centres as at June 2004, | | | | - The brand message of the consolidated banks will |
| Characterized by structural and operational weakness | | | | also be changed. |
| of low capital base. Dominance of a few banks | | | | - The place of information communication technology |
| insolvency, and illiquidity over dependence on public | | | | (ICT) in the bank will be changed, that is, banks |
| sector deposits, and foreign exchange, trading. Poor | | | | software as the new banks will go for the best to |
| asset quality, weak co-operate governance, a system | | | | meet up customers demand. |
| with low depositor confidence. Banks that could not | | | | 2.8.2 STRUCTURE IMPLICATION: The recapitalization |
| effectively support the real sector of the economy at | | | | of banks will leave in its wake, a number of structural |
| 24 percent of GDP compared to African average of | | | | issues which will have direct impact on staff, |
| 87 and 272 percent for developed countries. | | | | customers and the entire banking sector. They include: |
| Furthermore the vision of consolidation amongst others | | | | - The reduction in the number of banks in the country |
| includes becoming Africa’s financial centre and | | | | - The closure of many small banks, especially those in |
| CBN as one of the best in the world. Within ten years, | | | | the rural areas with poor capital deposit. |
| Nigerian bank(s) should be among the top 50 0f the | | | | - Increased competition due to better incentives and |
| 100 banks in the world. Facilitate evolution of a strong | | | | rendering of banks services. |
| of a save and strong banking system. Improve | | | | - Acquisition digestion issues which will include loss of |
| transparency and accountability in the sector. Drive | | | | jobs, consolidation of branch locations and tackling of |
| down the cost structure of banks and make them | | | | inefficiencies and bureaucracies. Reconstitution of |
| more competitive and development oriented. A new | | | | management and board of the banks. |
| banking system that depositors can trust and investors | | | | Source: THE NIGERIA BUSINESS INFORMATION |
| can rely upon to usher in a new economy. | | | | 2.9 PROSPECT OF BANKS AFTER |
| 2.1.1 THE REFORM AGENDA FOR CONSOLIDATION | | | | CONSOLIDATION |
| - Recapitalization of banks to 25 billion naira share | | | | - The initial public offering by banks through the capital |
| holders fund by December 31 2005. | | | | market when completed is likely to increase the level |
| - Zero tolerance on misreporting and infarctions. | | | | of financial deepening as evidenced in the upsurge in |
| - Stricter enforcement of corporate governance | | | | the volume and value of trading in stock market. |
| principles. | | | | - The reform in the banking industry has been able to |
| - Policy framework on Risk Management systems. | | | | attract more foreign investment inflow, especially in the |
| - Strengthening risk management systems in banks. | | | | area of portfolio investment; this development if |
| - Risk based supervision. | | | | sustained will boost the level of economic activity |
| - Payment system Reforms. | | | | especially toward non oil sector. |
| - Closer collaboration with the Economic and Financial | | | | - The consolidation of banks is likely to attract a |
| Crimes Commission (EFCC) in the establishment of the | | | | significant level of foreign banks entrance into Nigeria |
| Financial Intelligence Unit (FIU) and enforcement of anti | | | | which will become a feature in the industry over time. |
| money laundering measures. | | | | This will bring about more confidence by the |
| - Some element of reform, to a strengthened, | | | | international community of the banking sector thereby |
| Universal, banks. | | | | attracting more foreign investment into the country. As |
| 2.2 BENEFITS OF CONSOLIDATION | | | | the level of financial intermediation increase, interest |
| The consolidation program has fundamentally changed | | | | rate is likely to fall and increase lending to the real |
| the nature of competition, in the banking industry, in | | | | sector that will generate employment and booster |
| Nigeria. Through the new minimum capital requirement, | | | | growth. |
| the number of banks in the country has been | | | | CHAPTER THREE |
| successfully reduced from eighty-nine to twenty-five. | | | | 3.0 METHODOLOGY |
| The policy has also effectively raised entry barriers for | | | | The first two chapters of this research work have |
| those wishing to start banking business (Osubo, | | | | dealt extensively with the introduction and review of |
| 2006.5). | | | | the literature on the subject and matter. It is now |
| There are many benefits attached to the consolidation | | | | necessary to describe how the research is to be |
| of the Nigerian banking sector, and the Nigerian banks | | | | carried out. |
| stand to gain a lot from them. Some of the benefits | | | | Methodology deals with the methods and procedures |
| are | | | | of carrying out the study. It includes research design, |
| - Emergence of 25 banks through consolidation | | | | sample procedure, questionnaire design, data collection |
| (compare to 89 banks before consolidation). | | | | and data analysis technique. |
| Successful banks accounted for about 93.5% of | | | | 3.1 RESEARCH DESIGN |
| aggregate deposit liabilities | | | | It is the frame work for a study that is used as a guide |
| - More effective supervision focus on fewer (25) | | | | in collecting and analyzing data. This research will make |
| banks rather than 89 mostly sick banks. No more | | | | use of the descriptive research design while |
| wholly regionally/ ethnically based banks | | | | investigating the research topic. ‘THE EFFECT OF |
| - Strong capital is a basic indication of solvency, and it | | | | BANK CONSOLIDATION ON THE PERFORMANCE |
| will take a while along with careless risk for any of | | | | OF BANKS IN NIGERIA’. |
| the newly capitalized banks to walk its way into | | | | Also it is refer to a set of instruction for making |
| insolvency | | | | something which leaves the details to be worked out. |
| - The consolidation provides a vehicle for taking out | | | | According to Okwandu (2004) design is aterm used to |
| the weak banks in the system in an orderly manner | | | | describe a number of decision, which need to be taken |
| - The consolidation will improve profitability and | | | | regarding the collection of data before ever the data |
| operational efficiency of banks. | | | | are collected. |
| - The expansion of the shareholding base of Nigeria | | | | 3.2 DATA COLLECTION METHOD |
| banks, thus eliminating the phenomenon of ‘family | | | | Data collection entails obtaining relevant information |
| banks’ and the tendency for poor corporate | | | | regarding the major idea of the research questions |
| governance. | | | | hypothesis of the study for the purpose of confirming |
| - The Nigeria economy will be stronger and better | | | | whether they are true or not. In the view of Olaitain et |
| capitalized to finance the long term development | | | | al (2000), it is the systematic way of obtaining |
| projects in different spheres of the economy and | | | | information, fact evidence, or observation toward |
| businesses. | | | | answering specific research question or testing stated |
| - Banks will also invest in infrastructure development, | | | | hypothesis of a research. Basically there are two |
| good business enterprises and moreover, support | | | | types of data. These are: primary and secondary data. |
| entrepreneurship. | | | | Primary data are data collected from its original source |
| - Banks will invest heavily in training and development | | | | or for a specific purpose. While secondary data are |
| of manpower. (Osubo, 2005). | | | | collected from pre-existing ones. Secondary data is |
| - Enhanced liquidity and capitalisation of stock market | | | | used in this study. The secondary information was |
| - Aggregate capitalisation of banks as a share | | | | gotten from CBN statistical bulletin and annual report. |
| capitalisation rose from 24% to 38%. | | | | 3.3 OPERATIONAL MEASURES OF THE |
| 2.4 THE CONCEPT OF CONSOLIDATION | | | | VARIABLES |
| Consolidation is view as the reduction in the number of | | | | In the research work, the independent and dependent |
| banks and other deposit taking institution with a | | | | variable are fit to an equation called a regression |
| simultaneous increase in the size and concentration of | | | | equation which the data would express the relationship |
| the consolidation entities in the sector (BIS, 2001:2). It is | | | | between variables. The simple linear regression |
| mostly motivated by technology innovation, | | | | analysis is used to analyze the stated hypothesis. |
| deregulation of financial services, enhancing | | | | - In hypothesis one, the functional relationship was |
| intermediation and increased emphasis on shareholder | | | | postulated between (capital base) consolidations (X) |
| value, privatization and international competition (Berger | | | | and (performance) liquidity ratio of Nigerian banks (Y). |
| et al, 1991; De Nicole etal….2003: IMF, 2001). | | | | - The relationship in hypothesis two is between (capital |
| The process of consolidation has been argued to | | | | base) consolidation (X) and (performance) loan to |
| enhance bank efficiency through cost reduction | | | | deposit ratio (Y). |
| revenue in the long run. It also reduces industry’s | | | | To express the model of simple linear regression in |
| risk by elimination weaker banks and acquiring the | | | | equation form is: |
| smaller ones by bigger and stronger banks as well as | | | | Y = a + bx |
| creates opportunities for greater diversification and | | | | Where Y = dependent variablea = |
| financial intermediation. | | | | intercept parameter (where the regression surface |
| The pattern of banking system consolidation could be | | | | crosses the y axis)b = slope of |
| view in two different perspectives, namely; | | | | the regression line (it is the rate of change in Y with |
| market-driven and government-led consolidation. The | | | | respect to X)x = Independent variable |
| market-driven consolidation which is more pronounced | | | | 3.3 DATA ANALYSIS TECHNIQUE |
| in the developed countries sees consolidation as a | | | | In this study, parametric tests will be used. The |
| way of broadening competitiveness with added | | | | statistical technique that will be used is the coefficient |
| comparative advantage in the global context and | | | | of correlation, which is often referred to as the |
| eliminating excess capacity more efficiently than | | | | Pearson Product Moment Correlation Coefficient; the |
| bankruptcy or other means of exit. | | | | coefficient of correlation will be calculated using the |
| On the other hand, government-led consolidation stems | | | | following formula:r |
| from the need to resolve problem of financial distress | | | | = n() – () |
| in order to avoid systematic crises as well as to | | | | The correlation coefficient tells us the nature of the |
| restrict inefficient banks (Ajayi, 2005:2). One of the | | | | relationship between the dependent and independent |
| general effects of consolidation is to the reduction in | | | | variable. |
| the number of players, moving the industry more | | | | It was originated by Karl Pearson about 1900; the |
| toward an oligopolistic market (Adedipe, 2007:37). | | | | coefficient of correlation describes the strength of the |
| 2.4 THE REASON FOR CONSOLIDATION | | | | relationship between two sets of valuables. It can |
| The inability of the Nigeria banking system to voluntarily | | | | assume any value from -1.00 to +1.00 inclusive. A |
| embark on consolidation in line with global trend has | | | | correlation of -1.00 to +1.00 indicates perfect correlation. |
| necessitated the need to consider the adoption of | | | | If there is absolutely no relationship between the two |
| appropriate legal and supervisory framework as well | | | | sets of valuables Pearson r will be zero. A coefficient |
| as a comprehensive incentive package to facilitate to | | | | of correlation r close to zero shows that the |
| consolidation in the banking industry, both as a crisis | | | | relationship is quite weak. |
| resolution option and to promote soundness, stability | | | | Correlation coefficient can be defined as an often |
| and efficiency of the system by the apex regulatory | | | | used statistics that not only provides a measure of |
| body of the banks in Nigeria ( Soludo, 2004:4). | | | | how random variables are associated in a sample, but |
| The major objective of the banking system is to | | | | also has properties that closely relate it to straight its |
| ensure price stability and facilitate rapid economic | | | | regression. It could also be defined as a statistical |
| development. Regrettably, these objectives have | | | | technique that determines the strength of linear |
| remained largely unattained in Nigeria as a result of | | | | relationship between two variables. |
| some deficiencies. | | | | Furthermore, it can be stated as a measure of |
| These include: | | | | strength of the linear relationship between two sets of |
| - Technological drive: A bank desirous of enhancing its | | | | variables. |
| operations but constrained by its inability to easily | | | | The coefficient of correlation does not tell us if the |
| access the needed technology may be driven into | | | | relationship is indeed significant. To do this the |
| merging with another which has the technological | | | | researcher uses the +- test to test if the relationship is |
| advantage over it | | | | significant. The formula for +- test is:t = |
| - Desire for growth: A merger arrangement may be | | | | with n – 2 degrees of freedom. |
| entered into by a bank with a view to harnessing the | | | | We will use the two tailed test at 0.05 level of |
| other bank to achieve the desire growth. | | | | significance. The 0.05 level of significance for rejection |
| - Poor rating of number of banks: though the banking | | | | of null hypothesis, means a researcher is willing to |
| system in Nigeria is, on the average, rated satisfactory, | | | | accept the probability that chances are less than five |
| a detailed analysis of the condition of individual banks, | | | | in one hundred, that the observed difference is due to |
| as at December, 2004, showed that no bank was | | | | sampling error. Therefore, the probability of committing |
| rated very sound only 10 were adjudged sound 51 | | | | a type one error is less than 0.05. |