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Raymond James: healthcare fairness opinions

3 opinions in healthcare transactions, 2020-2024 — 3 to the target board. Each links to the filing and the full summary of analyses.

Opinions
3
2020-2024
Typical DCF discount rate
10.0%–13.0%
median of low / high · n=3
Terminal method
perpetuity growth 2 · exit multiple 1
Median disclosed fee
n=0

Deals

AnnouncedTargetAcquirerSegment EVEV/EBITDAEV/RevDCF rate
2024-02-28 Societal CDMO CoreRx Pharmaceutical Services $144M11.4x1.71x14.5%–16.5%
2022-07-12 Sharps Compliance Aurora Capital Partners Outsourced Services $173M25.2x2.36x9.0%–13.0%
2020-12-18 BioTelemetry Philips Outsourced Services $2.8B23.7x6.26x10.0%–12.0%

Segments: Outsourced Services (2) · Pharmaceutical Services (1)

Discount rates Raymond James has used

DealDiscount rateTerminalGrowth / exitImplied per share
Societal CDMO 2024 14.5%–16.5% perpetuity growth 2.0%–4.0% $0.44–$0.78
Sharps Compliance 2022 9.0%–13.0% exit multiple 8.0x–12.0x $6.10–$9.46
BioTelemetry 2020 10.0%–12.0% perpetuity growth 3.0%–5.0% $41.01–$72.33
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