Valuation of a company

What can we do for you?

We perform an in-depth analysis of financial data and check the market environment in which the company operates. The main criterion that guides us in the valuation process is the reliability of the activities carried out. We are aware that valuation knowledge is one of the strategic elements of company management and is the basis for making key decisions.

How do we perform business valuations?

Income method (DCF)

Based on future cash flows.

Income methods are based on the present value rule, in which the value of assets is the value of future expected cash flows from these assets. The valuation is based on prepared financial projections and the estimated level of risk of the enterprise.

Market and transaction method

Market multiples based on listed comparable companies/transaction multiples based on completed transactions.

Valuation using the comparative method involves comparing the valued enterprise to companies with a similar business profile that are listed on the public market or for which the details of the sale transaction are known.

The basis for comparisons are market indicators such as P/E (price/net profit), P/BV (price to book value), P/S (price to sales) or EV/EBITDA (value of equity to operating profit with depreciation).

Enterprise valuation process

Selecting the purpose of the valuation

  • Determining the purpose of the valuation is basic information that determines further stages of the procedure.
  • The selection of the appropriate method depends on the selected valuation purpose.
  • If the purpose of the valuation is the liquidation of the enterprise, the category of value will be the liquidation value, if the purpose is the sale of shareholders’ shares, the purpose of the valuation will be to obtain information about the market value of the given entity.

Data acquisition

  • This is one of the key stages of valuation.
  • The final valuation of the company will depend on the correctness of the data.
  • At this stage, it is necessary to collect information from the client, including: about the business model, finances and market environment.

Analysis and valuation

  • This is the internal work phase of Navigator Capital.

  • We analyze the obtained documents and make a full assessment of the industry and the company’s environment.

  • The product of this stage is data to create a full report with key information constituting the final valuation of the company.

Creating a report and submitting it to the client

  • The report contains a full analysis, economic and financial assessment of the company and the valuation prepared in the previous stage.

  • Navigator Capital provides further support until all the Client’s doubts related to the prepared report are clarified

Valuation stages using the DCF method - the most frequently used method in valuation processes

  1. Analysis of the company’s business model
  2. Microenvironment analysis
  3. Market analysis
  4. Preparation of a dedicated financial model used for calculations
  5. Financial analysis
  6. Analysis of macroeconomic indicators and financial analysis of competition results
  7. DCF Valuation Summary

How long does the valuation process take?

  • The company valuation process usually takes 3 to 4 weeks.
  • Completion of the works within this period depends on the Company providing the necessary materials, in particular historical financial data and the Company’s forecasts.

TEAM

Charles
Chic CFA

Director of the Mergers and Acquisitions Department at Navigator Capital Group
Member of the Management Board of Navigator Capital Advisory Sp. z o. o

Artur Wilk

Manager in the Mergers and Acquisitions Department of Navigator Capital Group

they trusted us

M&A market q2 2023

July 2023

  • The mergers and acquisitions market is currently an extremely dynamic area that plays a key role in the restructuring and development of companies and shapes the business landscape around the world.
  • In our expert commentary, we will focus on analyzing the latest trends and the challenges it faces. We will also look at the impact of global events and economic changes on M&A activity to better understand the opportunities and risks presented by this fascinating area of ​​business.
  • We invite you to an interview with Artur Wilk – Manager in the M&A Department of Navigator Capital, in which we will answer these questions.

M&A market q1 2023

April 2023

  • The mergers and acquisitions market may fluctuate depending on the overall economic situation, global trends, government policies, as well as other external and internal factors that may influence mergers and acquisitions decisions.
  • In recent months, we have noticed a dynamic revival in the number of transactions, primarily in the IT and medical sectors.
  • We invite you to an interview with Artur Wilk – Manager in the M&A Department of Navigator Capital, in which we will answer these questions.

MARKET IMAGE ANALYZED IN M&ampA INDEX POLAND reports

M&A market in Poland – Summary of Q3 2023

October 2023

  • In cooperation with FORDATA Virtual Data Room, we have prepared a report in which we describe the 3rd quarter of 2023 on the Polish mergers and acquisitions market. It shows that in the third quarter In 2023, we witnessed 94 transactions. This is 20 more than in the third quarter. 2022 and 2 less than in Q2. 2023 The largest transaction was the acquisition of Techland by Tencent.

M&A market in Poland – Q2 2023 summary

July 2023

  • In cooperation with FORDATA Virtual Data Room, we have prepared a report in which we describe the second quarter of 2023 on the Polish mergers and acquisitions market. It shows that in the analyzed period, 96 mergers and acquisitions transactions were completed on the Polish market. This is 7 more than in Q2. 2022 and 1 more than in the first quarter. 2023 The largest transaction was the acquisition of STS Holding by Entain CEE.

M&A market in Poland – Summary of Q1 2023

April 2023

  • In cooperation with FORDATA Virtual Data Room, we have prepared a report in which we describe the first quarter of 2023 on the Polish mergers and acquisitions market. It shows that in the analyzed period, 95 mergers and acquisitions transactions were completed on the Polish market. In terms of industry, the Media/IT/Telecom (16%), Industry (15%) and FCMG (12%) sectors dominated.

M&A market in Poland – Summary of 2022

January 2023

  • In cooperation with FORDATA Virtual Data Room, we have prepared a report in which we describe the end of the year on the Polish mergers and acquisitions market. It shows that in 2022, 341 mergers and acquisitions transactions were carried out on the Polish market, approx. 4% more than a year ago and approx. 48% more than in 2020 (328 and 229 transactions, respectively).

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