12/17 runs · avg score 74%
Cross-benchmark category
Precedent Transaction Analysis
Compare AI agent runs for Precedent Transaction Analysis: prompts, scores, grades, and public traces. This page showcases APEX-Agents tasks that test whether AI agents can analyze precedent transactions, calculate deal multiples, assess premiums and discounts, and compare ARR-based transaction metrics.
Transaction comps AIDeal multiples, premium/discount analysis, ARR multiples
68Tasks
2Primary
1Benchmarks
Published model evidence
A quick view of shareable runs in this category. Open task and trace pages for the prompt, response, files, and grading details.
35/67 runs · avg score 58%
34/68 runs · avg score 56%
29/68 runs · avg score 48%
28/68 runs · avg score 46%
0/1 runs · avg score 30%
Primary tasks
2 tasks with this category as their main focus.
We have new expert input on pricing and content for two power electronics families. In the Helios Europe demand model, please (1) bump the ASP for "On vehicle charging hardware" by 15 percent and (2…
Using Brightpath's Discount Approval Logs, review each approver’s total score and rank. Reply to me with a short message here, outlining your findings. Scores are determined using four criteria: 1. …
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Using the State of Fashion Beauty report for 2024 sales and sub-category shares, alongside the attached data for Mass Market vs. Premium share by sub-category, calculate the difference (in $M) between…
For 2024 Won/Upsold deals with NCV ≥ 50k, determine the policy-friction risk per deal as NCV × Discount × tier multiplier × tier PFI, where tier PFI is the benchmark mix-weighted sum of Software Custo…
Using the discount approval logs and the KPI chart, I'd like to get one number that tells me how risky our discounting behavior is right now. Looking at deals where the final approved discount exceede…
I would like to analyze the current proportion of Brightpath Churn and Annual Recurring Revenue. 1. Based on the ARR from the discount approval file and the Churned ARR from customer segmentation fi…
Use the churn and WinLoss data, and assume the following: - Competitor Loss Ratio = (Total Contract Value of Lost deals/Total Contract Value of all deals) - If competitor-lost deal value exceeds the…
Can you take a look at Lumea's 2025 financial report and the global beauty market analysis and help me double check their margin target? Specifically: a) If Lumea were to reach the midpoint of the pr…
Create a new slide pptx, summarizing the comparable SaaS deals' target company name, purchase price, ARR, and ARR multiple. Include all targets for which we have an individual case study and use only…
Based on the attached table, with the asking price for each company, which competitors would have a higher 2024 ARR multiple than CompliSure even if their SMB customer count declined by 75%? State the…
Using the latest pricing version, the revenue data by segment, and the discount approval logs, determine the average discount percentage for each of the Business and Growth tiers separately (use the m…
Using the information in the REIT model, create a new sheet: - Re-run the Scenario3: REIT Conversion analysis in sheet "Valuation Summary" using FFO multiples in place of the current EBITDA multiples …
Our client, SLL, offers discounts to senior clients who opt into receiving texts about new products and services when they apply for loans from SLL. A prospective customer, Angie, agreed to receive …
Solventum (SOLV) announced a $2.0 billion strategic expansion funded with 70% debt and 30% equity, which caused its share price to increase by 5% relative to the closing price on 11/18/2025. Using the…
Perform a value-creation analysis based on scenario 1 using the accretion dilution model to assess whether Scenario 1 creates or destroys value for 3M Shareholders. Assumptions: 1. 3M Levered Beta is…
I feel good about our current assessment of the valuation, but I’d like to do some forward-looking assessments. Can you use the historical Sector Median PE volatility data to determine which of the cu…
Calculate the NPV from the 12-year cash flow on renewable enablement benefits, considering the following assumptions: - The steady-state annual benefits from renewable enablement mentioned in the busi…
Using the McKinsey wellness report and our buyer profile analysis, recalculate Supplement pricing with two factors only: Vitamins and Supplements preference and increased spending. Apply as multiplie…
Using the consumer perception data and pricing details from the buyer profile, determine how many survey respondents in each market have never heard of PureLife and are willing to pay more than a 30% …
From the LBO, assume a 15% premium is offered to CNS holders and max transaction leverage of Term loan B is $1,040. What is the revised IRR and MoM for 2029E, rounded to one decimal place? Reply here.
Provide the mean implied equity value for CNS from the Comparables and Precedents using 2025E EBITDA, as well as the implied equity value from the DCF and LBO using the base DCF and assumed offer pric…
Your task is to evaluate the impact of financing constraints on Project Vanguard's take-private economics and develop a revised LBO case reflecting a capped leverage scenario using the LBO model. • T…
Calculate the accretion / dilution of both BBDC and TVPG shareholders, sensitized for different Cash consideration and Bid Premium. Edit the existing merger model and add two sensitivity analyses: on…
Use the BBDC valuation model as a template and a prepare a full valuation of SLR INVESTMENT CORP. (SLRC) as of FY 2024. - Use the median of peer trading multiples - Retrieve the SLRC’s required data f…
Under Scenario 1 in the Accretion / Dilution Model, 3M will use 50% debt / 50% equity. $250 million in pre-synergies were identified. Use the following assumptions in the Assumptions S1 tab of the Acc…
Evaluate the sensitivity of EPS impact to synergies and cost of new debt for the acquisition of SOLV by MMM using the accretion dilution model. Create a new tab in the file, with a table to show EPS …
Print out here the updated IRR and MOIC, rounded to two decimal places. Use the precedent transactions document and LBO model to complete the analysis. Assumptions: 1. Adjust the LBO model to have t…
Make adjustments to the Year 5 growth rate to reach the following Year 1 - Year 5 CAGR for Total Revenue: 22%. Use the LBO model to complete the analysis, but just reply right here. Round value to one…
Use the LBO model. I want some new analyses: - Decrease the “Premium” from 35.0% to 25.0% on the "LBO" tab - Decrease the “Adj. EBITDA Multiple” from 40.0x to 25.0x on the "LBO" tab - Update revenue g…
Please assess the impact of reducing the entry premium by 5% and illustrate the potential impact on the deal return. Use the LBO model. 1. Reduce the deal premium by 5%, from 35% to 30%. 2. Reduce t…
For each year, calculate Levered FCF less Dividends Paid. Assuming a 9% discount rate, output the net present value (NPV) of Levered FCF less Dividends Paid over the projection period, rounded to a f…
Model out the NPV of distributions shareholders would receive under REIT conversion. - There's the $1.2 billion E&P purge that gets taxed as ordinary income at 37% (E&P purge occurs at Year 0, annua…
Calculate the price per share that a strategic buyer would need to offer for Golden Everest to consider an acquisition instead of a REIT conversion. Reply to me here with the minimum required share pr…
Using the REIT model, assess the downside REIT scenario for Golden Everest if data center REIT multiples compress 30% during a longer than expected conversion period of 12 months. Reply to me in here …
Planet Fitness is looking to divest its entire 281 stores, which it owns as of September 30, 2025, to a franchise owner. Round all results to two decimal places and present it in $mm. Using the LBO m…
Using the LBO analysis, conduct a Purchase Price Allocation to show the amount of pro-forma goodwill created from this transaction. Also show the allocable purchase premium. Round all monetary values …
Use the LBO analysis, update it to assume that Planet Fitness stock option tranches outstanding. I want to see the Year 5 IRR, flexing premium paid and exit multiple. # Assumptions -All options are v…
Calculate the sponsor equity value and IRR for FY2030, then report the sponsor equity value in US dollars, rounded to the nearest million, and report the IRR as a percentage rounded to one decimal pla…
Use Planet Fitness' latest financial model, and conduct an ability to pay analysis around Advent's target IRR of 25%. Create a new xlsx sheet, then round all calculated values to two decimal places f…
Conduct a 5-year IRR sensitivity analysis using Planet Fitness' latest financial model that Advent updated based on their specifications (v7). Assess the IRR impact to Advent if the terms of the debt …
Use Planet Fitness' latest financial model that Advent updated based on their specifications and assess Advent’s “ability to pay” to reach 25% IRR after 5 years if there are net revenue synergies betw…
Calculate a normalized market capitalization for AES using data from the comps file and the following approach: - Calculate the volume‑weighted average price (VWAP) for AES Corporation over the 250 t…
Please calculate the total value of a MFC privatization by the provincial government at a bid value of 11x LTM EBITDA, which composes of both the (a) upfront proceeds from the sale and (b) value of th…
Use the valuation model, updating the 'Per Share' and 'Premium' values for the low, mid, and high cases to reflect Blackstone’s acquisition of Company X and the assumptions below. Reply back to me wi…
You have access to the accretion dilution model. Create a new sheet and tell me the Proforma Interest Coverage for 2027 and 2028. In doing so, assume: - Aptar's Interest expense as a percentage of s…
The current standalone DCF valuation does not include synergies. In the valuation model, re-run the analysis to include synergies, integration, and transaction costs. In the accretion dilution model p…
Reference 2024 ATR annual report to calculate Aptar Group's cash conversion cycle for FY2024, using FY2024 ending balance only. Output the cash conversion cycle in days, rounded to the nearest whole n…
Calculate the 2030E discounted EV/Revenue multiples for West Pharmaceutical, Stevanato Group, Schott Pharma, and Aptar Group. Reference the valuation model on the "Trading Comps" tab. Note that the fi…
Using the 2024 ATR annual report, reply to me with the absolute performance difference between ATR shares and the Peer Group in 2024 as a percentage (round this to two decimal places).
Assume that 10% of Aptar's Asian pharma revenue will shift entirely into European pharma revenue. Retroactively apply this to 2024 financials. Refer to the 2024 ATR report. Return a short message with…
If the value of ATRs holdings of Goldrain and YAT appreciated by 5% and 10% respectively, from the end of 2024, while all other equity investments remained constant, what would the new total value of …
ATR is expecting to write down the goodwill related to Pharma to zero following the merger with GXI. Referring to the 2024 ATR 10K calculate the new total ending Goodwill under this write down scenari…
Determine the effective interest rate of The Aptar Group acquiring Gerresheimer at a 35% premium. Then compare that effective interest rate to the effective interest rate of The Aptar Group as a stan…
Create a new Spreadsheet for me. Please compute a new Adjusted EBITDA value for the following companies: West Pharmaceutical, Stevanato Group, Schlott Pharma, Berry Global, Aptar Group using the board…
Please access the 2024 Huhtamaki Annual Report and calculate the Net Sales per employee at end of period for 2023 and 2024. Reply to me here with the the Euros per Employee, rounded to the nearest ful…
Calculate and report the adjusted diluted EPS growth for FY2023 to FY2024 for Amcor and unadjusted diluted EPS growth for The Aptar Group, rounded to the nearest whole percentage. Use the Amcor and AT…
Using the 2024 ATR annual report, analyze the results of a 15% tariff on Aptar Group’s FY2024 net income. Assume the 15% applies only to Cost of Sales, exclusive of depreciation and amortization. Roun…
In The Aptar Group's 2024 annual report, extract global revenue for the Pharma segment in 2023 and 2024. Compute the aggregate dollar change in thousands of USD adjusted for 7.1% 2024 global inflation…
From Becton Dickinson's FY2025 Annual Report assume the FDA finds that one violation regarding the Alaris SE infusion pumps, and decides the company is in violation, and enforces the consent decree on…
Calculate the incremental Enterprise Value the Gerresheimer acquisition will add to the Aptar Group. Only reference the board presentation. Assume multiples for The Aptar Group remain constant and ref…
Using the DCF model, update the equity risk premium to be the risk-free rate plus 150 basis points and the cost of debt to be the risk-free rate plus 300 basis points Output the following rounded to …
In a hypothetical acquisition of Kenvue by Kimberly Clark (merger), at what Kimberly Clark share price would accretion for Pro Forma 2025 EPS for the combined company (Kenvue and Kimberly Clark) would…
For the Kenvue deal, please send over the below draft figures for pre-deal target multiples for FY24. Utilize potential median deal value Return to me a message with: Deal value/EBITDA, Deal value/EB…
Please calculate the implied premium / discount of the offer price as proposed to the client relative to the following KVUE share prices, using the values up to 12/08/2025: - Closing price on the fin…
Update the base-case DCF model of KVUE with U.S. total equity risk premium of 4.33%, the risk free rate with the 5-Year Treasury rate and the KVUE Close share price on 2025-12-15. Let's measure the im…
Take the average close price for KVUE for the week of 12/15/2025 to 12/19/2025, apply a 10% premium, and input that figure in the DCF model. Re-calculate both the 1) cost of equity and 2) after-tax co…
Reply back to me with the following values: - Implied share price. - Enterprise value - % weight of PV of terminal value in the total new EV. To get to the right answer, update the WACC calculation …