Control Premium Study Quarterly

The Control Premium Study Quarterly, a quarterly publication exclusively for FactSet Mergerstat/BVR Control Premium Study subscribers, provides extensive trend information on control premiums, implied minority discounts, and transaction multiples. The considerable amount of analytics includes premiums and discounts by industry, time period, deal size, transaction purpose (financial vs. stategic), and much more.


4th Quarter, 2020

The issue highlights control premium and minority discount data as of 4Q 2020 and includes charts and graphs that provide analysis on equity control premiums and minority discounts on equity by industry sector, percentage acquired, deal size, strategic and financial buyer breakouts, method of payment, transaction multiples, and many more. In addition, the 4Q 2020 report now includes the invested capital control premium in all the graphs listed above.

The 4Q Control Premium Study provides analysis covering the period from 2011 through 2020 that best captures the three major economic cycles over this period: the start of recovery from the global financial crisis, which includes the period from 2011 to 2017 when the growth rate to the index doubled; the 132-month period spanning the longest bull market; and the collapse but subsequent recovery of the U.S. economy following the initial spread of the coronavirus pandemic.

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