Palamon Capital Essay

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Paul Belcher Section 007 #4 To: Palamon Capital Partners From: Belcher Consulting Group Subject: Valuation and acquisition of TeamSystem S.p.A Introduction Your company, Palamon Capital Partners, is an international private equity firm which strives to find investments in small-to-midsize companies in growing European market segments that could benefit from Palamon’s strategic expertise. Palamon Capital is interested in acquiring TeamSystem S.p.A at a price of 25.9 million Euro. Currently, the Italian accounting/tax/payroll software industry is poised for consolidation and growth; with industry growth rates predicted at 9% per year through 2002. In addition, small businesses in Italy utilized these companies to keep up with volatile legislation dealing with the payroll and accounting rules. TeamSystem, with its high market share (14% a close second in the industry) is in position to grow at an even faster rate than the industry with EBIT growing at a 31.6% annualized rate since 1996. Coupled with the fact that TeamSystem’s customers renew their contracts at a 95% rate per year and this company seems like an attractive investment opportunity. After completing a DCF analysis of the company as well as factoring in non-price considerations I believe that TeamSystem would be a great investment for your company. Issues Aside from the actual valuation of the company, there are some non-price considerations to take into account for the overall investment. The three major issues being: transitioning a family run company into a professional organization, the pace of technological change, and the impending inspection by Italian tax authorities. The first two problems are things that can be mitigated by the strategic expertise of the Palamon Capital management team that would be injected into TeamSystem. The third and most concerning is the impending investigation

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