FactSet/BVR Control Premium Study

This comprehensive online resource delivers extensive empirical support for quantifying control premiums, minority discounts, and valuation multiples for public companies. It includes detailed data from over 16,000 transactions, with up to 62 data points and five valuation multiples per transaction, primarily focused on controlling mergers and acquisitions.

Source: BVResources.

Detailed Description

This online resource provides empirical support for quantifying control premiums, implied minority discounts, and public company valuation multiples.

Search 16,000+ transactions that detail up to 62 data points and up to five valuation multiples for each transaction. Most transactions are mergers and acquisitions with 100% shares acquired and include controlling takeovers and buyouts.

Subscribers to the Control Premium Study database can download a complementary PDF copy of the new BVR Briefing – Control Premiums: A Deep Dive into the New Data on Invested Capital Premiums.

Key Features:

Access to over 16,000 detailed transactions.
Up to 62 data points and five valuation multiples per transaction.
Database searchable by SIC/NAICS codes, industry, financial performance, and more.
Export data directly to Microsoft Excel.
Comprehensive transaction reports including financial data, premiums, and discounts.

Additional Information:

Search the database by SIC or NAICS codes, industry, financial performance ratios, sale details and other criteria and export the data directly into Microsoft Excel
Get a detailed transaction report with transaction details, premiums, discount, sale details, target financial data, and target pricing multiples
Defend your control premiums, minority discounts, and valuation multiples with absolute confidence – judges, lawyers, auditors and other leaders recognize the FactSet/BVR Control Premium Study as the top resource in the profession.

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FAQ

Data Source

Source:

The FactSet Mergerstat® / BVR Control Premium Study™ compiles data from closed merger and acquisition (M&A) transactions involving publicly traded companies worldwide. This study focuses on instances where a controlling interest was acquired, providing insights into control premiums and minority discounts.

Data Sources and Methodology

Transaction Selection: The study includes only closed deals where a controlling interest (typically over 50% ownership) was acquired.
Public Targets: Data is primarily derived from publicly traded target companies, ensuring transparency and availability of financial information.
Premium Calculation: Control premiums are calculated by comparing the purchase price per share to the unaffected stock price of the target company prior to the announcement. This unaffected price is determined by analyzing the stock price at various intervals before the deal announcement (e.g., one day, one week, one month).
Data Compilation: Information is sourced from public filings, press releases, and financial databases, ensuring a comprehensive dataset for analysis.

It’s important to note that while this study provides valuable benchmarks, each M&A transaction is unique, and the applicability of control premiums should be assessed in the context of specific deal circumstances.

Available from: BVResources.

FactSet/BVR Control Premium Study

FactSet/BVR Control Premium Study

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