Holdco Business Valuation

Client: Holdco with US and Canadian subsidiaries

The CFO of HoldCo, a Canadian private equity owned holding company with several US and Canadian subsidiaries, hired Sapling to prepare a valuation of several entities in its corporate structure, as they were looking to incentivize management by offering options

3 Key Insights:

  • We blended Discounted Cash Flow (DCF) Valuations for entities deemed Going Concerns with Liquidation Valuations for those not operating under a Going Concern assumption for our analysis
  • We also rolled up all entities to the level of the holding company
  • The DCF models were tested under changing growth forecasts looking at both optimistic and pessimistic growth scenarios
Holdco Business Valuation