Investing in standalone entity or after merger holdco?

Hi guys, I have a serious question with a scenario.

Basically, Company A (USD100m val) and Company B (USD50m val) is preparing to do a merger. My question is, with the same investment amount of USD50m, should I:

Option 1: Invest in company A standalone first, then rolling up my stake to the merged HoldCo 

Option 2: Wait until post-merger, then invest directly in the HoldCo

Which is better and how should I evaluate this? I assume logically, both options will give you the same stake eventually in the HoldCo level. 
 

Really appreciate if someone can enlighten me on this. Thanks.

3 Comments
 

It will have both primary and secondary component. Secondary of USD30m will come from Company A, the rest will be primary of either Company A or MergedCo. 
 

Yes, the thesis will be based around the merger.

what factors should I consider when comparing these 2 options to know which is better, to go forward. Thanks.

 

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