Bayer-Monsanto — the strategy behind it

Company profile

Ownership: Acquired by Bayer AG in 2018

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The decisions Bayer-Monsanto faced, as kits you can run.

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The analyses

The Counterfactual · Decision Forks

Bayer Paid $63 Billion for Monsanto. Today the Whole Company Is Worth Less Than That.

Bayer's Monsanto deal is told as a litigation disaster — bad luck with juries. The real story is worse: a 44% premium for a declining business, ~$57B of bridge debt, and lawsuits its own advisers had flagged. By 2026 the entire company was worth ~$44B.

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