Fairness opinionsDiagnostics / Life Sciences2017

VWR acquired by Avantor: fairness opinion

Announced May 5, 2017 · Merger · DEFM14A filed June 14, 2017
Diagnostics / Life Sciences Equipment Filing detail pending
Enterprise value
$6.6B
EV / LTM EBITDA
12.6x
EBITDA $524M · 11% margin
EV / LTM revenue
1.42x
revenue $4.6B
DCF discount rate
7.8%–9.3%

Deal terms

Consideration
Price per share
Premium
Premium basis
StructureMerger
Termination fee
Reverse termination fee
Go-shopNone
Outside date
3,000+ healthcare deal-level valuation multiples
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Management projections

Projection yearYear 1Year 2Year 3Year 4Year 5CAGR
Revenue$4.9B$5.2B$5.5B$5.8B$6.1B5.7%
Revenue growth6.1%5.8%5.7%5.7%5.6%
EBITDA$576M$632M$689M$751M$817M9.1%
EBITDA growth9.9%9.7%9.0%9.0%8.8%
EBITDA margin12%12%13%13%13%
Implied EV / EBITDA11.4x10.4x9.5x8.8x8.1x

Year-1 growth is against LTM at announcement ($4.6B revenue, $524M EBITDA); later years are year over year.

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