M&A & Merger ModelsHard

A target trades at a $1.0bn standalone equity value. A strategic pays a $300m premium and expects $50m of after-tax run-rate synergies. Roughly how should you think about whether the deal creates value?

Model answer

Compare the premium paid to the value of synergies. The premium is $300m. Capitalize the $50m after-tax recurring synergies as a perpetuity-like value; at, say, a 10% discount rate that's ~$500m of…

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