Fairness opinionsDiagnostics / Life Sciences2025

Enzo Biochem acquired by Battery Ventures: fairness opinion by BroadOak Capital Partners

Announced June 23, 2025 · One-step merger · All cash · DEFM14A filed July 22, 2025
Diagnostics / Life Sciences Life Sciences
Enterprise value
$37.0M
EV / LTM EBITDA
EBITDA $-9.9M · -36% margin
EV / LTM revenue
1.35x
revenue $27.5M
DCF discount rate
12.0%–16.0%
Exit multiple

Deal terms

ConsiderationAll cash
Price per share$0.70
Premium29.5%
Premium basisBroadOak noted median precedent 1-day premium of 29.5% applied to Enzo's June 18, 2025 closing price of $0.54, implying $0.70 per share
StructureOne-step merger
Termination fee$2.5M
Reverse termination fee$1.0M
Go-shopNone
Outside date

Opinion of BroadOak Capital Partners to the special committee

Delivered June 19, 2025 · Fee $1.8M ($1.5M contingent on closing)

Discounted cash flow assumptions

Discount rate12.0%–16.0%
Basisselected range of discount rates
Terminal valueExit multiple
Perpetuity growth
Exit multiple1.0x–2.0x FY2030E Revenue (also 12.0x-16.0x FY2030E EBITDA)
Projection periodFY2026E-FY2030E (fiscal years ending July 31)
Projections usedCompany management forecasts (Management Projections)
Implied value per share

Unlevered after-tax free cash flows for fiscal years ending July 31, 2026 through July 31, 2030. Terminal values from 1.0x-2.0x FY2030E revenue and 12.0x-16.0x FY2030E EBITDA. Midpoint of resulting range used with +/-20% sensitivity. Implied enterprise value reference ranges: $16.8mm-$25.2mm (revenue exit multiple) and $4.2mm-$6.3mm (EBITDA exit multiple), versus $21.2mm-$34.2mm implied by the $0.70 price. Forecast shows negative EBITDA until 2029 and negative unlevered FCF until 2030.

Selected public companies (5)

BICO Group AB · Cytek Biosciences, Inc. · Harvard Biosciences, Inc. · Maravai LifeSciences, Inc. · Standard BioTools Inc.

MultiplePeer lowPeer medianPeer highRange appliedImplied per share
EV / LTM Revenue0.7x1.1x2.5x 1.1x–1.4x
EV / CY2025E Revenue (applied to Company FY2026 revenue)0.7x1.1x3.2x 1.1x–1.5x

Selected precedent transactions (8)

DateTargetAcquirerMultiple
2025-04Akoya BiosciencesQuanterix
2024-04NanoString TechnologiesBruker Corporation
2024-02IBEX TechnologiesBBI Group
2023-08PhenomeX Inc.Bruker Corporation
2023-04Fitzgerald Industries (division of Trinity Biotech)Biosynth Carbosynth
2023-11Axel Semrau GmbHTrajan Group Holdings
2016-03Exiqon A/SQiagen NV
2012-02SeraCare Life SciencesLinden
MultipleLowMedianHighRange appliedImplied per share
EV / LTM Revenue (applied to FY2025E revenue)1.1x1.9x4.3x 1.9x–2.3x
EV / FY2026E Revenue (LTM multiples discounted one year at Company WACC)1.1x1.9x4.3x 1.8x–2.2x

Other analyses

AnalysisSummaryImplied per share
Implied Enterprise Value of TransactionBroadOak multiplied the $0.70 per share price by fully diluted shares to derive equity value and, using a net debt range of negative $2.9 million to $15.9 million (reflecting a $6.7 million legal settlement, cash burn, warrant cancellation, transaction costs and estimated legal obligations), derived an enterprise value range of $21.1 million to $34.2 million.
Selected Public Companies Analysis - implied enterprise valuesImplied enterprise value reference ranges of $29.8mm-$36.7mm based on LTM revenue and $31.0mm-$40.9mm based on FY2026 revenue, compared to $21.2mm-$34.2mm implied by the $0.70 price.
Selected Precedent Transactions Analysis - implied enterprise valuesImplied enterprise value reference ranges of $52.2mm-$62.4mm based on LTM revenue and $51.1mm-$61.0mm based on FY2026 revenue, compared to $21.2mm-$34.2mm implied by the $0.70 price.
Premiums Paid AnalysisMedian premiums paid in the selected transactions of 29.5% (1-day), 26.1% (1-week) and 30.7% (1-month) applied to Enzo's June 18, 2025 closing price of $0.54, implying $0.70, $0.68 and $0.71 per share respectively; implied enterprise values of $21.1mm-$34.1mm, $20.2mm-$33.2mm and $21.5mm-$34.5mm.$0.68–$0.71

Aggregate fee of approximately $1.75 million, of which a portion was payable upon delivery of the opinion to the Special Committee and $1.5 million is contingent upon consummation of the transaction; expense reimbursement and indemnification also provided.

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Management projections

Projection yearYear 1Year 2Year 3Year 4Year 5CAGR
Revenue$27.0M$28.0M$31.0M$32.2M$35.5M7.1%
Revenue growth-1.8%3.7%10.7%3.9%10.2%
EBITDA$-10.3M$-7.8M$-4.9M$-2.2M$0.5M
EBITDA growth
EBITDA margin-38%-28%-16%-7%1%
Implied EV / EBITDA74.0x

Year-1 growth is against LTM at announcement ($27.5M revenue, $-9.9M EBITDA); later years are year over year.

Management Projections covering fiscal years ending July 31, 2025 through July 31, 2030 were provided to the Special Committee, its advisors and Battery. Revenue grows from $27.0 million in FY2025E to $38.0 million in FY2030P, with EBITDA improving from negative $10.3 million in FY2025E to positive $2.2 million in FY2030P (EBITDA turns positive in FY2029 at $0.5 million). Net loss of $9.6 million in FY2025E improves to net income of $1.7 million in FY2030P. BroadOak's DCF used FY2026-FY2030 unlevered after-tax free cash flows from these management forecasts.

Process notes

Opinion delivered to the Special Committee of independent directors (and subsequently the Board) by BroadOak; the Board acted on the Special Committee's recommendation. The filing states BroadOak rendered its oral opinion at a June 19, 2023 meeting, confirmed by a written opinion dated June 19, 2023 - an apparent typographical error for June 19, 2025 (BroadOak reviewed a June 18, 2025 draft merger agreement and used June 18, 2025 market data). BroadOak's opinion text is inconsistent as to whether fairness was addressed to the Company or its shareholders/stockholders. All of BroadOak's analyses were expressed as implied enterprise value ranges rather than per-share values; the selected companies and precedent transactions analyses indicated ranges above the transaction's implied enterprise value while the DCF indicated ranges below. Company termination fee $2.5 million plus expense reimbursement of up to $1.0 million; Parent termination fee $1.0 million, guaranteed by the Investors, with an overall $1.0 million Parent liability limitation. No go-shop; the Board may not terminate to pursue a Superior Proposal. Stock trades on OTCQX; New York (NYBCL) corporation.

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