FactSet Review Premiums & Discounts

Provides critical premiums and discounts data relevant for M&A transactions, segmented across 25 industry categories.

Detailed Description:

This database captures premiums and discounts from M&A transactions tracked by FactSet’s Mergerstat, involving at least 5% equity ownership transfers. Transactions are classified clearly and organized to facilitate efficient research and analysis, featuring detailed information from recent transactions segmented by industry.

Key Features:

Five years of control premium data.
Segmentation by 25 distinct industries.
Implied minority interest discounts calculated for valuation applications.
Comprehensive data collection sourced from verified public filings and announcements.
Detailed transaction-level data and premium calculations.

Publisher: FactSet

Detailed Description

Mergerstat data comes from FactSet’s Mergerstat database. FactSet’s Mergerstat tracks formal transfers of ownership of at least 5% of a company’s common equity. Open market stock purchases, new equity investments, private placements, new joint ventures, asset swaps, and real property are not recorded. Mergerstat records transactions as they are announced, not as they are completed. Unless otherwise noted, all Merger & Acquisition statistics contained in Mergerstat’s database reflect completed or pending transactions, as of the end of the applicable period. To determine whether the transactions meet the Mergerstat requirements, the research analysts conduct company interviews and consult company press releases, source documents, SEC filings, company website information, and other various sources of corporate financial disclosure.

Features

Five years of Control Premium data and company counts for 25 industries. Implied Minority Interest Discounts are calculated in the valuation applications.

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Articles Published

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Data Source

Source

The FactSet Review Premiums & Discounts data originates from the FactSet Mergerstat® database, which meticulously tracks formal transfers of ownership involving at least 5% of a company’s common equity. This comprehensive dataset focuses on mergers and acquisitions (M&A) where a controlling interest is acquired, providing valuable insights into control premiums and minority interest discounts across various industries.

1. Data Sources and Methodology

Transaction Criteria: The database includes M&A transactions where at least 5% of a company’s common equity is transferred. It excludes open market stock purchases, new equity investments, private placements, joint ventures, asset swaps, and real property transactions.

Data Collection: FactSet’s research analysts gather information from a variety of reliable sources, including:

Company press releases
SEC filings
Company websites
Direct company interviews
Other corporate financial disclosures

2. Data Compilation: Transactions are recorded as they are announced, not necessarily upon completion. The database reflects both completed and pending transactions as of the end of the applicable period.

3. Application in Valuation

Industry Segmentation: The data is categorized into 25 industries, allowing for industry-specific analysis of control premiums and minority interest discounts.
Time Frame: The database provides data for the past five years, enabling trend analysis and benchmarking over time.
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Integration with Valuation Tools: The dataset is compatible with various valuation applications, including ValuSource Pro, BVM Pro, and Express Business Valuation, facilitating seamless integration into valuation models.

Available from: KeyValueData and BVDataWorld