So far, we've seen how control adds value (a premium) and how a lack of marketability subtracts value (a discount). Now, let's practice applying these two critical adjustments together.
Engagement Message
Ready to start the exercises?
Type
Multiple Choice
Practice Question
A minority stake in a public company trades for $100. An acquirer buys a controlling stake in a similar but private company. Which adjustments are likely needed?
A. Control premium only B. Marketability discount only C. Both a premium and a discount D. No adjustments needed
Suggested Answers
- A
- B
- C - Correct
- D
Type
Sort Into Boxes
Practice Question
Sort these factors based on whether they relate to a Control Premium or a Marketability Discount.
Labels
- First Box Label: Control Premium
- Second Box Label: Marketability Discount
First Box Items
- Power to fire CEO
- Ability to sell company
- Setting strategy
Second Box Items
- No public market
- Long sale process
- Hard to find buyers
Type
Fill In The Blanks
Markdown With Blanks
An investor buys a 10% stake in a private family business. Because the shares are hard to sell, a [[blank:marketability discount]] is applied. If the investor had bought a 60% stake instead, they would also pay a [[blank:control premium]] for the ability to make key decisions. The discount [[blank:reduces]] value, while the premium [[blank:increases]] it.
