Fairness opinionsMedical Devices and Supplies2025

LENSAR acquired by Alcon: fairness opinion by Wells Fargo Securities

Announced March 24, 2025 · One-step merger · Cash plus CVR · DEFM14A filed May 19, 2025
Medical Devices and Supplies Medical Devices
Enterprise value
$356M
EV / LTM EBITDA
EBITDA $-0.3M · -1% margin
EV / LTM revenue
6.65x
revenue $53.5M
DCF discount rate
11.8%–13.0%
Perpetuity growth

Deal terms

ConsiderationCash plus CVR
Price per share$14.00
Premium
Premium basis
StructureOne-step merger
Termination fee$8.5M (4.3% of equity)
Reverse termination fee
Go-shopNone
Outside date

CVR: One non-transferable contingent value right per share, with milestone payment of $2.75 per CVR; WFS valued the CVR at $2.03 present value (discounted at 12.375% to February 28, 2025)

$14.00 in cash plus one CVR per share of LENSAR Common Stock; implied 'Discounted Consideration Amount' of $16.03 per share

Implied value per share by method vs. $14.00 offer

Selected companies — Combined selected public companies analysis (EV/2025E and EV/2026E Revenue) $12.27 – $16.51
Precedent transactions — Combined selected precedent transactions analysis (LTM and NTM Revenue) $10.53 – $18.30
Discounted cash flow $9.89 – $12.53
Selected Premiums Paid Analysis (informational only) $17.49 – $23.12
Historical Trading Prices (informational only) $2.67 – $17.31
Equity Research Price Targets (informational only) $15.00 – $16.00

Ranges as disclosed in the banker’s summary of analyses; the red line marks the per-share consideration.

Opinion of Wells Fargo Securities to the target board

Delivered March 23, 2025 · Fee $7.5M ($6.0M contingent on closing), $1.5M on delivery of the opinion

Discounted cash flow assumptions

Discount rate11.8%–13.0%
BasisEstimated weighted average cost of capital for LENSAR
Terminal valuePerpetuity growth
Perpetuity growth3.0%–4.0%
Exit multiple
Projection periodlast ten months of 2025E-2029E
Projections usedMarch LENSAR Projections (management standalone case), including Estimated Tax Savings from NOLs and giving effect to anticipated equity raises
Implied value per share$9.89–$12.53

Valued as of February 28, 2025; perpetuity growth rates provided by and approved for WFS's use by LENSAR management. Implied values reflect LENSAR net debt as of February 28, 2025 and the Black Scholes Value of outstanding warrants.

Selected public companies (9)

Alphatec Holdings, Inc. · Establishment Labs Holdings, Inc. · RxSight, Inc. · STAAR Surgical Company · Butterfly Networks, Inc. [Class A] · SI-BONE, Inc. · OrthoPediatrics Corp. · NeuroPace, Inc. · Pulmonx Corp.

MultiplePeer lowPeer medianPeer highRange appliedImplied per share
EV / 2025E Revenue2.6x2.8x6.3x 4.0x–5.3x
EV / 2026E Revenue2.1x2.4x5.0x 3.0x–4.0x
Combined selected public companies analysis (EV/2025E and EV/2026E Revenue) $12.27–$16.51

Selected precedent transactions (15)

DateTargetAcquirerMultiple
2025-01Paragon 28, Inc.Zimmer Biomet Holdings, Inc.
2024-06Silk Road Medical, Inc.Boston Scientific Corp.
2021-03Lumenis' Surgical BusinessBoston Scientific Corp.
2021-01ByteDentsply Sirona Inc.
2020-12ACell, Inc.Integra LifeSciences Holdings Corp.
2019-08Avedro, Inc.Glaukos Corp.
2019-05Acelity Inc.3M
2019-03Osiris Therapeutics, Inc.Smith & Nephew plc
2018-10Cianna Medical, Inc.Merit Medical Systems, Inc.
2018-09Invuity, Inc.Stryker Corp.
2018-08K2M Group Holdings, Inc.Stryker Corp.
2017-10JOTEC AGCryoLife, Inc.
2017-04Syneron CandelaApax Partners
2017-02Cynosure, Inc.Hologic, Inc.
2017-02Zeltiq Aesthetics, Inc.Allergan plc
MultipleLowMedianHighRange appliedImplied per share
TV / LTM Revenue4.4x4.9x5.9x 4.5x–6.0x
TV / NTM Revenue3.8x4.5x5.3x 4.0x–5.5x
Combined selected precedent transactions analysis (LTM and NTM Revenue) $10.53–$18.30

Other analyses

AnalysisSummaryImplied per share
Selected Premiums Paid Analysis (informational only)Reviewed all-cash acquisitions of U.S. public targets with transaction values under $1 billion announced since 2015 through December 31, 2024; applied premium range of 18% to 56% (25th and 75th percentiles of one-day premiums) to LENSAR's March 21, 2025 closing price.$17.49–$23.12
Historical Trading Prices (informational only)52-week intraday trading range of LENSAR Common Stock through March 21, 2025 of $2.67 to $17.31.$2.67–$17.31
Equity Research Price Targets (informational only)Reviewed undiscounted 12-month price targets from two equity research analysts published in February 2025, ranging from $15.00 to $16.00 per share.$15.00–$16.00

Fee currently estimated to be $7.5 million, of which $1.5 million became payable upon delivery of the opinion and the remainder contingent upon consummation of the Merger; expense reimbursement and indemnification also provided.

3,000+ healthcare deal-level valuation multiples
The Valuation database includes financial details for more than 3,000 healthcare M&A transactions, private and public, with deal-level multiples, categorized by segment, type, and year.
See the Valuation database →

Management projections

Projection yearYear 1Year 2Year 3Year 4Year 5CAGR
Revenue$79.0M$102M$155M$190M
Revenue growth47.7%29.1%52.0%22.6%
EBITDA$4.0M$15.0M$30.0M$45.0M$61.0M97.6%
EBITDA growth275.0%100.0%50.0%35.6%
EBITDA margin5%15%19%24%
Implied EV / EBITDA89.0x23.7x11.9x7.9x5.8x

Year-1 growth is against LTM at announcement ($53.5M revenue, $-0.3M EBITDA); later years are year over year.

LENSAR management prepared two sets of unaudited projections: the LENSAR Buyer-Case Projections (February 2025, FY2025E-2029E, assuming a third-party acquirer funds R&D) showing revenue of $79M in 2025E growing to $190M in 2029E with EBITDA of $4M to $61M; and the March LENSAR Projections (standalone, March 2025 through December 2029, assuming higher R&D and two capital raises) showing revenue of $70M for the ten months ending December 31, 2025 ($79M full-year 2025E) growing to $188M in 2029E, EBITDA of $4M growing to $40M, unlevered net income of $1M to $21M, and unlevered free cash flow of $11M to $35M. The March LENSAR Projections were approved by the Board on March 12, 2025 and were the projections used and relied upon by WFS in its financial analyses and opinion, together with management estimates of NOL-based Estimated Tax Savings, Projected Equity Raises, and CVR Period Milestone Procedures.

Process notes

Single financial advisor, Wells Fargo Securities, LLC ("WFS"), delivered an opinion to the LENSAR Board on March 23, 2025. A Transaction Committee of the Board oversaw the process but the opinion was delivered to the full Board. WFS was not requested to and did not solicit third-party indications of interest. WFS's opinion addressed only the Merger Consideration to holders of LENSAR Common Stock, not the Series A Convertible Preferred Stock or Company Warrants (warrant Black Scholes Value treated as a liability). Parent deposited $10,000,000 into a segregated account held by LENSAR, which LENSAR may retain upon termination in specified circumstances (including a Defense Termination Right or certain regulatory failures). North Run Stockholders entered into a Voting Agreement. WFS and affiliates held, on a proprietary basis, less than 1% of common stock of each of LENSAR and Alcon and less than 1% of partnership interests in North Run Capital, L.P.

Other Medical Devices and Supplies fairness opinions

All Medical Devices and Supplies opinions → · Wells Fargo Securities opinions