Board Co-option and Excess Cash Holdings

Presenter(s)/Author(s)

Aitzaz Ahsan Alias SARANGFollow

Abstract/Description

This study examines how board co-option resulting from appointing directors after the chief executive officer (CEO) assumes office affects corporate excess cash holdings. An analysis of a sample of U.S. firms over the 1996–2018 period reveals a significantly positive relationship between co-opted directors and excess cash holdings. The results are robust to alternative variable definitions and persist after entropy balancing and a difference-in-differences analysis. Cross-sectional tests demonstrate that co-opted directors are more likely to hold excess cash in firms with weaker internal monitoring due to low director compensation and longer CEO tenure. Furthermore, external monitoring resulting from high institutional ownership and financial analyst coverage moderates the positive relationship between co-opted directors and excess cash holdings. Finally, the interaction between co-option and excess cash results in lower firm value.

Keywords

Corporate Governance, Agency Costs, Board Monitoring, Chief Executive Officer (CEO), Co-Opted Directors, Excess Cash Holdings

Track

Finance

Session Number/Theme

Finance - Session II

Session Chair

Dr. Noureen Ayaz

Start Date/Time

14-6-2025 10:55 AM

End Date/Time

14-6-2025 12:35 PM

Location

MCC 12 Ground Floor, AMAN CED Building

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Jun 14th, 10:55 AM Jun 14th, 12:35 PM

Board Co-option and Excess Cash Holdings

MCC 12 Ground Floor, AMAN CED Building

This study examines how board co-option resulting from appointing directors after the chief executive officer (CEO) assumes office affects corporate excess cash holdings. An analysis of a sample of U.S. firms over the 1996–2018 period reveals a significantly positive relationship between co-opted directors and excess cash holdings. The results are robust to alternative variable definitions and persist after entropy balancing and a difference-in-differences analysis. Cross-sectional tests demonstrate that co-opted directors are more likely to hold excess cash in firms with weaker internal monitoring due to low director compensation and longer CEO tenure. Furthermore, external monitoring resulting from high institutional ownership and financial analyst coverage moderates the positive relationship between co-opted directors and excess cash holdings. Finally, the interaction between co-option and excess cash results in lower firm value.