Deal & Market Database Summary
Guideline Transaction Databases
| Database | Type of Company | Number of Deals | Number of 4-digit SIC Codes | Number of 6-digit NAICS Codes | Median Revenue | Median Selling Price | 1-Year Subscription Price |
|---|---|---|---|---|---|---|---|
| DealStats | Private/Public | 48,310 | 899 | 916 | $926,696 | $475,000 | $1,239 |
| Valuation Benchmarking Platform | Public | 3,403 | 416 | 461 | $583 million | $866 million | $1,095 |
| BIZCOMPS | Private | 16,137 | 408 | 576 | $519,000 | $225,000 | $729 |
| FactSet/BVR Control Premium Study | Public | 15,975 | 840 | 903 | $113 million | $135 million | $879 |
Discount & Premium Databases
| Database | Type of Company | Number of Deals | Number of 4-digit SIC Codes | Number of 6-digit NAICS Codes | Median Revenue | Median Selling Price | 1-Year Subscription Price |
|---|---|---|---|---|---|---|---|
| FactSet/BVR Control Premium Study | Public | 15,975 | 840 | 903 | $113 million | $135 million | $879 |
| Stout Restricted Stock Study | Public | 776 | 179 | 173 | $14.2 million | Not applicable | $829 |
| Valuation Advisors Lack of Marketability Study | IPO | 18,305 | 377 | 460 | $36 million | Not applicable | $745 |
Notes:
Last update: 3/29/2024
Deal & Market Database Details
Guideline Transaction Databases
| DealStats | BIZCOMPS | Factset/BVR Control Premium Study | Valuation Benchmarking Platform | ||
|---|---|---|---|---|---|
| Sold Company Type | Private | Public | Private | Public | Public (going private) |
| Data Field per Transaction | 202 | 202 | 21 | 57 | 101 |
| Birth Year of Database | 1996 | 1996 | 1990 | 1998 | 2019 |
| Earliest Transaction Year | 1990 | 1995 | 2000 | 1998 | 2006 |
| Sale Price | |||||
| $250,000 and under | 18,211 | 0 | 8,836 | 0 | 16 |
| $250,001 - $500,000 | 6,609 | 0 | 3,575 | 0 | 9 |
| $500,001 - $1 million | 4,561 | 5 | 2,066 | 2 | 3 |
| $1,000,001 - $2 million | 2,827 | 11 | 992 | 161 | 15 |
| $2,000,001 - $5 million | 2,566 | 84 | 544 | 495 | 34 |
| $5,000,001 - $10 million | 1,601 | 119 | 89 | 745 | 40 |
| $10,000,001 - $20 million | 1,564 | 257 | 29 | 1,181 | 74 |
| $20,000,001 - $50 million | 1,802 | 606 | 6 | 2,378 | 174 |
| $50,000,001 - $100 million | 1,093 | 641 | 0 | 2,138 | 212 |
| $100,000,001- $500 million | 1,400 | 1,629 | 0 | 4,502 | 810 |
| Over $500,000,001 | 673 | 2,051 | 0 | 4,373 | 2,016 |
| TOTAL | 42,907 | 5,403 | 16,137 | 15,975 | 3,403 |
Notes:
Last update: 3/29/2024
BIZCOMPS Sale Price = Actual Sale Price plus transferred inventory
DealStats Sale Price = Total Consideration Paid plus Interest-Bearing Liabilities Assumed = MVIC = Market Value
of Invested Capital
Mergerstat/BVR Control Premium Study Sale Price = The aggregate purchase price given to shareholders of the
target company's common stock by the acquiring company. This may not represent 100% of the company value.
Sources:
BIZCOMPS (Las Vegas: BIZCOMPS)
DealStats (Portland, OR: Business Valuation Resources, LLC)
Factset/BVR Control Premium Study (Santa Monica: FactSet Mergerstat LLC)
Discount & Premium Databases
| The Stout Restricted Stock Study | FactSet/BVR Control Premium Study | Valuation Advisors Lack of Marketability Study | |
|---|---|---|---|
| Type of Data | Lack of Marketability Discount | Control Premium & Minority Discount | Lack of Marketability Discount |
| Data Field per Transaction | 60 | 57 | 18 |
| Birth Year of Database | 2001 | 1998 | 2002 |
| Earliest Transaction Year | 1980 | 1998 | 1985 |
| Revenue | |||
| $0-$10 million | 334 | 1,670 | 5,838 |
| $10,000,001 - $20 million | 92 | 1,258 | 1,559 |
| $20,000,001 - 50 million | 133 | 2,427 | 2,763 |
| $50,000,001 - $100 million | 85 | 2,250 | 2,438 |
| $100,000,001 - $500 million | 103 | 4,725 | 4,049 |
| Over $500,000,001 | 29 | 3,624 | 1,658 |
| TOTAL | 776 | 15,954 | 18,305 |
Notes:
Last update: 3/29/2024
Sources:
FactSet/BVR Control Premium Study (Santa Monica: FactSet Mergerstat LLC) Stout
Restricted Stock Study (formerly FMV Restricted Stock Study)
Valuation Advisors Lack of Marketability Discount Study (Buffalo: Valuation Advisors, LLC)