Fairness opinionsDigital / HealthTech2026

Simulations Plus acquired by Altaris: fairness opinion by Morgan Stanley

Announced June 15, 2026 · One-step merger · All cash · DEFM14A filed July 22, 2026
Digital / HealthTech Pharma / Life Sciences Software
Enterprise value
$375M
EV / LTM EBITDA
16.7x
EBITDA $22.5M · 28% margin
EV / LTM revenue
4.66x
revenue $80.5M
DCF discount rate
9.4%–11.4%
Exit multiple

Deal terms

ConsiderationAll cash
Price per share$18.50
Premium
Premium basisclosing share price of $16.37 on June 15, 2026 (referenced in premiums analysis)
StructureOne-step merger
Termination fee$13.0M
Reverse termination fee$26.0M
Go-shopNone
Outside date

Implied value per share by method vs. $18.50 offer

Selected companies — AV / 2026 NTM Adj. EBITDA $5.40 – $17.90
Precedent transactions — AV / NTM Adj. EBITDA $13.20 – $42.00
Discounted cash flow $15.10 – $26.70
Historical Trading Range (52-week period ended June 15, 2026) $11.09 – $21.01
Analyst Share Price Targets $14.50 – $28.10
Selected Precedent Transaction Premiums $18.05 – $27.30

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

Opinion of Morgan Stanley to the target board

Delivered June 15, 2026 · Fee $11.0M ($9.0M contingent on closing), $2.0M on delivery of the opinion

Discounted cash flow assumptions

Discount rate9.4%–11.4%
Basisweighted average cost of capital
Terminal valueExit multiple
Perpetuity growth
Exit multiple4.0x–10.0x terminal Adj. EBITDA (unburdened by stock-based compensation) for last 12-month period of forecast
Projection periodFY2026E (from April 30, 2026)-FY2034E
Projections usedFinancial Projections (Company management)
Implied value per share$15.10–$26.70

Unlevered free cash flows and terminal value discounted using mid-year convention to present values as of April 30, 2026; implied aggregate value adjusted by adding net cash as of April 30, 2026.

Selected public companies (6)

Certara, Inc. · Definitive Healthcare Corp. · Doximity, Inc. · GoodRx Holdings, Inc. · OptimizeRx Corporation · Veeva Systems Inc.

MultiplePeer lowPeer medianPeer highRange appliedImplied per share
AV / 2026 NTM Adj. EBITDA 2.3x–11.8x $5.40–$17.90

Selected precedent transactions (14)

DateTargetAcquirerMultiple
Medidata Solutions, Inc.Dassault Systemes SA31.0x AV / NTM EBITDA
RealPage, Inc.Thoma Bravo, L.P.29.3x AV / NTM EBITDA
Stamps.com Inc.Thoma Bravo, L.P.26.6x AV / NTM EBITDA
Talkspace, Inc.Universal Health Services, Inc.26.0x AV / NTM EBITDA
Inovalon Holdings, Inc.Nordic Capital; Insight Partners25.0x AV / NTM EBITDA
Model N, Inc.Vista Equity Partners24.5x AV / NTM EBITDA
IHS Markit Ltd.S&P Global Inc.22.5x AV / NTM EBITDA
EMIS Group plcOptum; UnitedHealth Group Incorporated21.5x AV / NTM EBITDA
NIC Inc.Tyler Technologies, Inc.18.3x AV / NTM EBITDA
Instructure Holdings, Inc.KKR & Co. Inc.; Dragoneer Investment Group, LLC16.9x AV / NTM EBITDA
Cerner CorporationOracle Corporation14.4x AV / NTM EBITDA
Nextgen Healthcare, Inc.Thoma Bravo, L.P.13.4x AV / NTM EBITDA
CDK Global, Inc.Brookfield Business Partners L.P.12.0x AV / NTM EBITDA
Integral Ad Science Holding Corp.Novacap Management, Inc.8.2x AV / NTM EBITDA
MultipleLowMedianHighRange appliedImplied per share
AV / NTM Adj. EBITDA8.2x31.0x 8.2x–31.0x $13.20–$42.00

Other analyses

AnalysisSummaryImplied per share
Historical Trading Range (52-week period ended June 15, 2026)Reference only; 52-week trading range of Company Common Shares$11.09–$21.01
Analyst Share Price TargetsUndiscounted analyst price targets of $16.00-$31.00; discounted one year at an estimated 10.4% cost of equity$14.50–$28.10
Selected Precedent Transaction PremiumsApplied representative premium range of 10%-67% to the 1-day spot closing price of $16.37 on June 15, 2026$18.05–$27.30

Approximately $11 million total; approximately $2 million earned upon delivery of the opinion, remainder contingent upon consummation of the Merger. Morgan Stanley and affiliates held an aggregate interest of between 3% and 4% of Company Common Shares as of June 15, 2026; no financial advisory or financing services provided to the Company, Parent or Altaris Related Entities in the prior two years.

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Management projections

Projection yearYear 1Year 2Year 3Year 4Year 5CAGR
Revenue$93.0M$107M$123M$138M$153M13.3%
Revenue growth15.5%15.1%15.0%12.2%10.9%
EBITDA$29.0M$38.0M$49.0M$55.0M$61.0M20.4%
EBITDA growth28.9%31.0%28.9%12.2%10.9%
EBITDA margin31%36%40%40%40%
Implied EV / EBITDA12.9x9.9x7.7x6.8x6.1x

Year-1 growth is against LTM at announcement ($80.5M revenue, $22.5M EBITDA); later years are year over year.

Company management prepared risk-adjusted standalone Financial Projections for fiscal years 2026 through 2034 (each ending August 31), prepared as of March 25, 2026 and approved by the Board for Morgan Stanley's use. Revenue grows from $81M in FY2026E to $183M in FY2034E; Adjusted EBITDA (unburdened by SBC) from $22M to $75M; unlevered free cash flow from $9M to $41M. Projections assume continued cloud platform rollout, price increases, cross-sell expansion, gross margin expansion and SG&A leverage, and exclude future acquisitions.

Process notes

Going-private cash merger with Altaris-affiliated funds; equity and debt financing commitments with a limited guarantee from the Altaris Funds and no financing condition. Single fairness opinion from Morgan Stanley to the Company Board of Directors. Parent termination fee of $26M plus up to $3M in enforcement expenses; company termination fee of $13M. Morgan Stanley and affiliates held a 3%-4% interest in Company Common Shares at the opinion date, and Morgan Stanley personnel may invest in Altaris-managed funds. Board granted Altaris a one-week exclusivity extension on June 5, 2026.

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