Analytical Use of Collected Data

What this video covers

• The five-step funnel from broad to narrow: market and industry trend analysis, then individual company analysis, then comparable company analysis (trading comps), then relative valuation positioning, then precedent transaction analysis
• Why individual company analysis is strictly standalone and must precede any peer comparison
• How trading comps use live market data from 5 to 15 publicly traded peers and which multiples are calculated (EV / EBITDA, P/E, EV / Sales)
• Why relative valuation positioning (premium, in line, discount) is always measured against the peer median, never an absolute benchmark
• The critical distinction between trading comps (live market data, public peers) and precedent transactions (announced-deal data, past M&A)
• Why precedent transaction multiples almost always exceed trading multiples for the same industry: the control premium paid by acquirers
• How league table position drives the need to track both the firm's own deals and competitor deals for pitch materials