Machine learning-inspired similarity measure to forecast M&A from patent data

基于机器学习的相似性度量方法,利用专利数据预测并购活动

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Abstract

Defining and finalizing Mergers and Acquisitions (M&A) requires complex human skills, which makes it very hard to automatically find the best partner or predict which firms will make a deal. In this work, we propose the MASS algorithm, which adapts a patent-based measure of similarity between companies to forecast M&A deals. MASS is based on an extreme simplification of tree-based machine learning algorithms and naturally incorporates intuitive criteria for deals; as such, it is fully interpretable and explainable. By applying MASS to the Zephyr and Crunchbase datasets, we show that it outperforms a more "black box" graph convolutional network algorithm. The latter, however, turns out to be the most effective algorithm when considering companies with disjoint patenting activities. This study provides a simple and powerful tool to model and predict M&A deals between companies active in patenting, offering valuable insights to managers and practitioners for informed decision-making.

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