Fairness opinionsMedical Devices and Supplies2025

Nevro acquired by Globus Medical: fairness opinion by BofA Securities

Announced February 6, 2025 · One-step merger · All cash · DEFM14A filed March 10, 2025
Medical Devices and Supplies Medical Devices
Enterprise value
$250M
EV / LTM EBITDA
EV / LTM revenue
0.61x
revenue $409M
DCF discount rate
12.0%–14.8%
Perpetuity growth

Deal terms

ConsiderationAll cash
Price per share$5.85
Premium
Premium basisFebruary 4, 2025 closing share price of $5.13 (day prior to last trading day before announcement)
StructureOne-step merger
Termination fee$15.0M
Reverse termination fee$15.0M
Go-shopNone
Outside date

Implied value per share by method vs. $5.85 offer

Selected companies — EV / 2025E Revenue $5.35 – $12.85
Selected companies — EV / NTM Revenue (current and historical averages; applied to CY2025E revenue) $5.15 – $8.65
Discounted cash flow $4.65 – $8.00
52-Week Trading Range $3.29 – $17.62
Wall Street Analysts Price Targets $3.50 – $6.15
Premia Calculations (1-day) $6.35 – $8.10
Premia Calculations (30-Day VWAP) $5.20 – $6.80

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

Opinion of BofA Securities to the target board

Delivered February 5, 2025 · Fee $9.0M ($7.0M contingent on closing), $2.0M on delivery of the opinion

Discounted cash flow assumptions

Discount rate12.0%–14.8%
BasisEstimate of Nevro's weighted average cost of capital derived using the capital asset pricing model
Terminal valuePerpetuity growth
Perpetuity growth2.0%–3.0%
Exit multiple
Projection period2025E-2033E
Projections usedUnaudited Prospective Financial Information (Nevro management), including estimated benefits from Tax Attributes
Implied value per share$4.65–$8.00

Unlevered after-tax free cash flows from January 1, 2025 through December 31, 2033, discounted to December 31, 2024 using mid-year convention; net cash as of December 31, 2024 added; fully-diluted shares on treasury stock method

Selected public companies (5)

Avanos Medical, Inc. · Orthofix Medical Inc. · Treace Medical Concepts, Inc. · AngioDynamics, Inc. · Inogen, Inc.

MultiplePeer lowPeer medianPeer highRange appliedImplied per share
EV / 2025E Revenue0.5x1.2x2.8x 0.5x–1.2x $5.35–$12.85
EV / NTM Revenue (current and historical averages; applied to CY2025E revenue)1.4x2.5x 0.4x–0.8x $5.15–$8.65

Other analyses

AnalysisSummaryImplied per share
52-Week Trading RangeTrading range of Nevro common stock for the 52-week period ended February 4, 2025 (informational only)$3.29–$17.62
Wall Street Analysts Price TargetsPublicly available equity research analyst price targets, discounted by one year at Nevro's estimated mid-point cost of equity of 13.5% derived using CAPM (informational only)$3.50–$6.15
Premia Calculations (1-day)Premia paid in selected all-cash acquisitions of U.S. public company targets announced since 2014; illustrative premia reference range of 24.0% to 58.0% applied to the $5.13 February 4, 2025 closing price (informational only)$6.35–$8.10
Premia Calculations (30-Day VWAP)Illustrative premia reference range of 24% to 62% applied to the 30-Day VWAP (informational only)$5.20–$6.80

Aggregate fee of approximately $9 million, $2 million payable upon delivery of the opinion and the remainder contingent on consummation of the Merger. BofA derived ~$2 million of revenues from Nevro and ~$11 million from Globus for corporate/investment banking services from January 2023 through December 2024; held ~$2 million of Nevro stock and ~$20 million of Globus stock.

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Management projections

Projection yearYear 1Year 2Year 3Year 4Year 5CAGR
Revenue$421M$445M$482M$537M$580M8.3%
Revenue growth3.1%5.7%8.3%11.4%8.0%
EBITDA$-53.0M$-35.0M$-10.0M$22.0M$51.0M
EBITDA growth131.8%
EBITDA margin-13%-8%-2%4%9%
Implied EV / EBITDA11.4x4.9x

Year-1 growth is against LTM at announcement ($409M revenue); later years are year over year.

Nevro management prepared the "Unaudited Prospective Financial Information," derived from its five-year long range business plan, and extended for BofA's analysis over the period January 1, 2025 through December 31, 2033; it also included estimates of Nevro's net operating losses and other tax attributes ("Tax Attributes"). The filing's projections section does not disclose the underlying revenue or EBITDA figures, noting only that certain measures are non-GAAP and that no reconciliations were provided. These were the only financial projections used by BofA Securities, were not provided to Globus or any other prospective bidder, and were prepared on a standalone basis without giving effect to the Merger.

Process notes

Single financial advisor (BofA Securities) delivering an opinion to the Nevro Board on February 5, 2025. A Board Transaction Committee oversaw the process alongside the full Board. Nevro termination fee is $15 million (superior proposal/fiduciary out) or a reduced $10 million if Globus terminates because stockholder approval was not obtained at the Special Meeting; Globus reverse termination fee is $15 million. Certain Nevro stockholders entered into Voting Agreements. Negotiating history: Globus's December 4, 2024 indication of interest was $200 million aggregate (~$5.33/share), raised to $250 million on December 13 and to approximately $5.78/share on December 17, before the final $5.85 per share. Closing not required to occur prior to April 1, 2025. BofA disclosed that concurrent investment/corporate banking revenues from Globus were expected to exceed its transaction fee from Nevro.

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