A large fraction of the luminous distant submillimetre-wave galaxies recent
ly detected using the Submillimetre Common-User Bolometer Array (SCUBA) cam
era on the James Clerk Maxwell Telescope appear to be associated with inter
acting optical counterparts. We investigate the nature of these systems usi
ng a simple hierarchical clustering model of galaxy evolution, in which the
large luminosity of the SCUBA galaxies is assumed to be generated at the e
poch of galaxy mergers in a burst of either star formation activity or the
fuelling of an active galactic nucleus (AGN). The models are well constrain
ed by the observed spectrum of the far-infrared/submillimetre-wave backgrou
nd radiation and the 60-mu m counts of low-redshift IRAS galaxies. The rati
o between the total amount of energy released during mergers and the mass o
f dark matter involved must increase sharply with redshift z at z less than
or similar to 1, and then decrease at greater redshifts. This result is in
dependent of the fraction of the luminosity of mergers that is produced by
starbursts and AGN. One additional parameter - the reciprocal of the produc
t of the duration of the enhanced luminosity produced by the merger and the
fraction of mergers that induce an enhanced luminosity, which we call the
activity parameter - is introduced, to allow the relationship between mergi
ng dark matter haloes and the observed counts of distant dusty galaxies to
be investigated. The observed counts can only be reproduced if the activity
parameter is greater by factors of about 5 and 100 at redshifts of 1 and 3
respectively, compared with the present epoch. Hence, if merging galaxies
account for the population of SCUBA galaxies, then the merger process must
have been much more violent at high redshifts. We discuss the counts of gal
axies and the intensity of background radiation in the optical/near-infrare
d wavebands in the context of these hierarchical models, and thus investiga
te the relationship between the populations of submillimetre-selected and L
yman-break galaxies.