Values for merged company

Hello everybody,

Suppose these companies are to merge:

Company 1 (acquirer): Market cap = 3bn, EV = 2.85bn; EBITDA = 0.15bn

Company 2 (target): Market cap =  0.523bn, Net debt = 0.058bn; EBITDA = 0.041bn; premium to be paid 30%;

Transaction will be 100% debt financed.

What's the merged company's Market cap, EBITDA and net debt?

Any ideas would be helpful.

Thanks!

5 Comments
 

Edited:

You'd need to know more about the synergies, but generally speaking the target shareholders get about 30% of the PV of the synergies, in the form of a takeover premium. Which in your example happens to be 30%. So pro forma: market cap is $4.046 billion ($3bn acquiror + $523m target + $523m est'd PV of synergies), net debt $64.9m, EV of $4.1bn. 

Trailing EV / EBITDA at close will be 21.5x, which is artificially high b/c the trailing EBITDA doesn't reflect any synergies. 

 

When a company buys another company, it's usually because those two companies together can generate more cash flow than the two of them can independently. That stream of *extra* cash flows, in perpetuity, has a certain present value. That PV is divvied up between acquiror and target shareholders via the takeover premium. This is highly unscientific but a rule of thumb on who gets how much of the value of the synergies is that 30% goes to the target shareholders and 70% to the acquiror shareholders. 

So in your example if the acquiror is paying a 30% premium on the target's market cap of $523 million, that implies that the present value of the synergies is also (coincidentally) $523 million, plus the acquiror's market cap ($3 billion) plus the target's unaffected market cap ($523 million). 

 

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