Fairness opinions › Bankers

J.P. Morgan: healthcare fairness opinions

28 opinions in healthcare transactions, 2010-2026 — 27 to the target board, 1 to the acquirer. Each links to the filing and the full summary of analyses.

Opinions
28
2010-2026
Typical DCF discount rate
9.5%–11.0%
median of low / high · n=27
Terminal method
perpetuity growth 27
Median disclosed fee
$21.8M
n=24

Deals

AnnouncedTargetAcquirerSegment EVEV/EBITDAEV/RevDCF rate
2026-04-14 Avanos Medical American Industrial Partners Medical Devices and Supplies $1.3B14.7x1.81x10.5%–12.5%
2024-01-08 Axonics Boston Scientific Medical Devices and Supplies $3.4B68.0x9.29x9.5%–11.0%
2023-10-17 Olink Holding AB Thermo Fisher Scientific Diagnostics / Life Sciences $3.0B591.4x14.79x10.5%–11.5%
2023-02-08 Cardiovascular Systems Abbott Medical Devices and Supplies $850M3.32x10.5%–12.5%
2021-08-19 Inovalon Holdings Nordic Capital / Insight Partners Digital / HealthTech $7.3B26.9x9.42x8.0%–9.0%
2021-07-29 Misonix Bioventus Medical Devices and Supplies $518M6.48x10.3%–12.3%
2021-04-15 PPD Thermo Fisher Scientific Pharmaceutical Services $20B20.3x3.83x7.5%–8.5%
2021-03-15 GenMark Diagnostics Roche Diagnostics / Life Sciences $1.8B120.8x8.59x10.0%–12.0%
2018-06-11 Envision Healthcare Holdings KKR Physician Groups $9.9B10.0x1.16x8.0%–9.0%
2017-12-04 Exactech TPG Medical Devices and Supplies $737M15.0x2.73x8.5%–9.5%
2017-07-24 WebMD Internet Brands Digital / HealthTech $2.9B11.9x3.96x8.0%–10.0%
2017-06-28 Spectranetics Philips Medical Devices and Supplies $1.9B6.25x9.5%–11.5%
2017-04-14 Alere Abbott Laboratories Diagnostics / Life Sciences $7.1B14.3x2.95x8.3%–9.8%
2017-01-09 Surgical Care Affiliates Optum Specialty Outpatient Facilities $3.3B16.4x2.75x6.5%–7.5%
2016-07-27 Sequenom Laboratory Corporation of America Diagnostics / Life Sciences $379M3.01x15.0%–17.0%
2016-02-23 Newport MKS Instruments Medical Devices and Supplies $980M8.2x1.56x9.0%–11.0%
2015-07-02 Health Net Centene Managed Care $6.0B9.3x0.37x8.0%–9.0%
2013-09-24 Greenway Medical Technologies Vista Equity Partners Digital / HealthTech $644M33.9x4.24x9.0%–10.0%
2013-06-24 Vanguard Health Systems Tenet Healthcare Hospitals $4.3B8.1x0.71x7.5%–8.0%
2012-07-02 Lincare Linde AG Home-Based Services $4.6B9.1x2.25x9.0%–10.0%
2012-04-18 Catalyst Health Solutions SXC Health Solutions Managed Care $4.7B19.1x0.72x8.0%–9.5%
2012-04-10 eResearch Technology Genstar Capital Pharmaceutical Services $423M7.7x2.13x11.0%–12.0%
2011-12-15 SonoSite FUJIFILM Holdings Medical Devices and Supplies $995M21.1x2.70x11.0%–13.0%
2011-07-13 Kinetic Concepts Apax Partners, CPPIB and PSP Investments Medical Devices and Supplies $6.3B9.7x3.02x9.5%–11.5%
2011-05-16 Orthovita StrykerCorp. Medical Devices and Supplies $316M18.1x2.62x11.5%–12.5%
2011-05-04 Kendle International INC Research Holdings Pharmaceutical Services $367M9.9x1.10x11.5%–13.5%
2011-04-11 American Medical Systems Endo Pharmaceuticals Medical Devices and Supplies $2.9B15.2x5.35x10.0%–11.0%
2010-06-01 ev3 Covidien Medical Devices and Supplies $2.5B27.9x4.78x10.5%–12.0%

Segments: Medical Devices and Supplies (12) · Diagnostics / Life Sciences (4) · Digital / HealthTech (3) · Pharmaceutical Services (3) · Managed Care (2) · Physician Groups (1) · Specialty Outpatient Facilities (1) · Hospitals (1) · Home-Based Services (1)

Discount rates J.P. Morgan has used

DealDiscount rateTerminalGrowth / exitImplied per share
Avanos Medical 2026 10.5%–12.5% perpetuity growth 2.0%–3.0% $17.75–$24.75
Axonics 2024 9.5%–11.0% perpetuity growth 4.3%–5.8% $44.25–$75.25
Olink Holding AB 2023 10.5%–11.5% perpetuity growth 2.5%–3.5% $20.74–$26.46
Cardiovascular Systems 2023 10.5%–12.5% perpetuity growth 3.0%–4.0% $17.00–$25.00
Inovalon Holdings 2021 8.0%–9.0% perpetuity growth 3.0%–4.0% $34.00–$51.75
Misonix 2021 10.3%–12.3% perpetuity growth 3.0%–4.0% $18.50–$28.60
GenMark Diagnostics 2021 10.0%–12.0% perpetuity growth 2.5%–3.5% $14.75–$21.25
Envision Healthcare Holdings 2018 8.0%–9.0% perpetuity growth 1.0%–1.5% $34.75–$71.25
Exactech 2017 8.5%–9.5% perpetuity growth 2.5%–3.5% $23.00–$33.25
WebMD 2017 8.0%–10.0% perpetuity growth 2.0%–3.0% $55.00–$75.25
Spectranetics 2017 9.5%–11.5% perpetuity growth 2.5%–3.5% $21.25–$51.50
Alere 2017 8.3%–9.8% perpetuity growth 1.5%–2.5% $29.25–$47.75
Surgical Care Affiliates 2017 6.5%–7.5% perpetuity growth 1.5%–2.0% $40.00–$70.50
Sequenom 2016 15.0%–17.0% perpetuity growth 2.5%–3.5% $2.00–$2.55
Newport 2016 9.0%–11.0% perpetuity growth 2.5%–3.5% $18.50–$26.25
Health Net 2015 8.0%–9.0% perpetuity growth 2.0%–3.0% $61.00–$80.50
Greenway Medical Technologies 2013 9.0%–10.0% perpetuity growth 3.0%–4.0% $19.00–$25.25
Vanguard Health Systems 2013 7.5%–8.0% perpetuity growth 0.5%–1.5% $16.50–$24.60
Lincare 2012 9.0%–10.0% perpetuity growth 2.0%–3.0% $25.90–$33.35
Catalyst Health Solutions 2012 7.5%–8.5% perpetuity growth 2.8%–3.3% $69.50–$93.25
eResearch Technology 2012 11.0%–12.0% perpetuity growth 2.0%–3.0% $7.20–$8.50
SonoSite 2011 11.0%–13.0% perpetuity growth 1.5%–2.5% $24.25–$73.75
Kinetic Concepts 2011 9.5%–11.5% perpetuity growth 1.0%–1.5% $35.50–$87.45
Orthovita 2011 11.5%–12.5% perpetuity growth 2.5%–3.5% $2.60–$3.15
Kendle International 2011 11.5%–13.5% perpetuity growth 2.5%–3.5% $10.90–$16.50
American Medical Systems 2011 10.0%–11.0% perpetuity growth 2.5%–3.5% $25.00–$30.75
ev3 2010 10.5%–12.0% perpetuity growth 2.0%–4.0% $18.50–$25.60

Peer companies J.P. Morgan selects most often

Integra LifeSciences Holdings Corporation (5) · NuVasive, Inc. (5) · Hologic, Inc. (4) · Align Technology, Inc. (3) · CONMED Corporation (3) · ICU Medical, Inc. (3) · Hill-Rom Holdings, Inc. (3) · Merit Medical Systems, Inc. (3) · Medidata Solutions, Inc. (3) · Insulet Corporation (2) · AtriCure, Inc. (2) · Intersect ENT, Inc. (2) · Globus Medical, Inc. (2) · Bio-Rad Laboratories, Inc. (2) · PerkinElmer, Inc. (2) · QIAGEN N.V. (2) · OraSure Technologies, Inc. (2) · Orthofix International N.V. (2) · K2M Group Holdings, Inc. (2) · Cerner Corporation (2)

Precedent transactions J.P. Morgan cites most often

LDR Holding Corporation / Zimmer Biomet Holdings, Inc. (3) · VNUS Medical Technologies, Inc. / Covidien plc (3) · Arrow International, Inc. / Teleflex Incorporated (3) · K2M Group Holdings, Inc. / Stryker Corporation (2) · ATS Medical, Inc. / Medtronic, Inc. (2) · Vascular Solutions, Inc. / Teleflex Incorporated (2) · AngioScore Inc. / The Spectranetics Corporation (2) · Given Imaging Ltd. / Covidien plc (2) · Cepheid / Danaher Corporation (2) · ArthroCare Corporation / Smith & Nephew plc (2) · Yahoo! Inc. / Verizon Communications, Inc. (2) · Verinata Health, Inc. / Illumina, Inc. (2) · Genoptix, Inc. / Novartis AG (2) · Option Care, Inc. / Walgreen Co. (2) · I-Flow Corporation / Kimberly-Clark Corporation (2)

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