Transactions
Lotus Amity provides valuation reports in transactions. These reports are prepared for:
- buyers assessing the impact and pricing of a potential merger or acquisition
- business owners considering a sale of the business and whether the current value meets their financial retirement requirements
- buyers and investors seeking to establish the reasonableness of an offer for the business
- companies seeking to value the interests of shareholders leaving or joining the company
Experience
Previous valuation report and pricing advice engagements include the following:
- The valuation of an international chemical manufacturing business. Lotus Amity prepared a report to assist the shareholders in understanding the potential combined valuation of a merger. Lotus Amity assessed the agreements within the group, revenue trend and profitability by country, working capital and fixed asset requirements and adopted an income DCF and market approach.
- The valuation of a consumable durables manufacturer. Lotus Amity prepared a report to assist the owner in understanding the potential exit value for succession planning. The report assessed the product mix, brands, customer mix, suppliers, monthly revenue growth and profitability, foreign exchange and commodity prices and adopted an income and market approach.
- The valuation of a 25% director’s interest in an engineering company to assist the company in the acquisition of the interest. Lotus Amity prepared a report that analysed the key projects and customers, shareholders agreement, dividend policy, monthly revenue and profitability trend, working capital requirements and adopted an income DCF and market approach.
- The valuation modelling for a minority interest in a group principally engaged in quarrying. Lotus Amity prepared cash flow and discount rate models, which included analysis of revenues, margins, working capital, capital expenditure, dividend policy, surplus assets and liabilities and joint venture investments.