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[Research]Looking Attractive until You Sell: Earnings Management, Lockup Expiration, and Venture Capitalists

2014.12.01 Views 1158 경영학연구분석센터

Journal of Management Studies
Volume 51, Issue 8, December 2014, Pages 1286–1310
 

Dae-il Nam, Haemin Dennis Park, Jonathan D. Arthurs
http://onlinelibrary.wiley.com/doi/10.1111/joms.12093/full



Abstract

Earnings management occurs when managerial discretion allows managers to influence reported earnings and thus mislead some investors about the underlying economic performance and quality of the firm. This study considers how potential investors may guard against earnings management by observing negative stock price reaction at the lockup expiration period of initial public offering (IPO) firms as a negative signal. Findings from a sample of 160 newly public firms show that earnings management behaviour is stronger in IPO firms backed by venture capitalists (VCs). Moreover, VC reputation negatively moderates this relationship such that IPO firms backed by reputable VCs are less likely to manage earnings, suggesting that reputable VCs serve an auditing function following an IPO. Overall, we provide insights into signalling theory by examining negative signals arising from the behaviour of multiple agents in an IPO firm.

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