Technical M&A Question

Let’s say an Acquirer has an Equity Value of $500 million and an Enterprise Value of $600 million. The Acquirer has 100 million shares outstanding at $5.00 per share. The Target has an Equity Value of $100 million and an Enterprise Value of $150 million, and the Acquirer pays a 30% premium to acquire the Target in a 100% Stock deal. A few months after the deal is announced, the market loses faith in the deal and believes the 30% premium is no longer justified. What happens to the Combined Equity Value and Enterprise Value immediately after the deal is announced and several months after, when the market loses faith in the 30% premium?

Immediately after, Combined Equity Value = $500 million + $130 million = $630 million since it’s a 100% Stock deal. Combined Enterprise Value = $600 million + $180 million = $780 million. When the market loses faith in this 30% premium, the Acquirer’s share price will fall , such that its Eq Val and TEV both fall by $30 million. So, its share price will fall to $4.70, and the Combined Equity Value will decrease to $600 million because the Acquirer’s Equity Value is now only $470 million. Combined Enterprise Value = $570 million + $180 million = $750 million , so it is also down by this $30 million premium.

Why is the 30% premium 30 million? Where is this coming from? Thanks 

2 Comments
 
Most Helpful

Target equity value * (1+ premium)= Equity purchase price.  Equity purchase price - unaffected target equity value= control premium.

100* (1+0.3)= $130 mil equity purchase price for target. The premium is $30 mil then since that's the amount in excess of the unaffected $100 mil equity value.

A simpler way would just be doing the target equity value * % premium. However, the steps I laid out are necessary to do the calculations the response you quoted note.

Correct me if I'm wrong, but I think the share price would fall by less than 30 cents because the combined entity now has 126 million shares. 100 million from acquirer and 26 million issued to purchase the target with the premium (130/5). The equity value needs to fall by 30 million, so each share falls by 30/126, which is around 26 cents.

So the share price would actually be $4.76 and not $4.70.

 

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