hard · Private Equity & LBOs

A private equity sponsor is choosing between a 'Trade Sale' and an 'IPO' as an exit route. The target company has significant revenue synergies with a major industry competitor.

Why might the 'Trade Sale' yield a higher valuation?

  1. Strategic buyers can pay a synergy premium that financial markets do not value in an IPO.
  2. Trade sales are exempt from transaction fees, unlike the underwriting fees of an IPO.
  3. Public markets only use DCF valuation, whereas trade sales only use EBITDA multiples.
  4. An IPO always involves a 'control premium' that reduces the initial share price.

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