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Truist Securities: healthcare fairness opinions

3 opinions in healthcare transactions, 2024-2025 — 3 to the target board. Each links to the filing and the full summary of analyses.

Opinions
3
2024-2025
Typical DCF discount rate
11.0%–12.8%
median of low / high · n=3
Terminal method
perpetuity growth 3
Median disclosed fee
$23.7M
n=2

Deals

AnnouncedTargetAcquirerSegment EVEV/EBITDAEV/RevDCF rate
2025-12-15 Quipt Home Medical Kingswood Capital Management / Forager Capital Management Distribution and Equipment Services $260M4.7x1.06x10.8%–12.8%
2025-07-31 Performant Healthcare Machinify Managed Care $670M43.2x4.60x12.3%–15.3%
2024-05-28 Atrion Nordson Medical Devices and Supplies $800M19.1x4.36x11.0%–12.0%

Segments: Distribution and Equipment Services (1) · Managed Care (1) · Medical Devices and Supplies (1)

Discount rates Truist Securities has used

DealDiscount rateTerminalGrowth / exitImplied per share
Quipt Home Medical 2025 10.8%–12.8% perpetuity growth 2.0%–4.0% $1.78–$3.80
Performant Healthcare 2025 12.3%–15.3% perpetuity growth 3.0%–5.0% $4.26–$7.16
Atrion 2024 11.0%–12.0% perpetuity growth 5.0%–6.0% $321.40–$433.90
3,000+ healthcare deal-level valuation multiples
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