Yeah I mean its all speculation at this point. No one can really know their thought process, and to tell you the truth they probably won't become completely transparent even once the official vote is handed down. But at least we can move forward after that.
Personally, I think the only explanation I would find reasonable at this point is that Tate's family has been kidnapped, and ransomed for a merger delay. Who's got a set of eyes on Rehr?