The Size Premium

Most of our clients aspire to a similar end game;is a disproportionate multiplier effect to its value by
some type of liquidity event (sale). Often, suchvirtue of which buyers are in play. Private Equity
transactions lead to extraordinary material wealth,investors and lenders view the $5Million EBITDA
and provide a payoff for the entrepreneur's years ofbusiness as better prepared to weather economic
sweat equity.fluctuations. We have heard the cries of smaller, poor
A recent study validates content previously publishedperforming businesses that have very little access to
in this space. The value of businesses is notcapital. Conversely, the flight to safety has created
proportionate based on size. A $50 Million revenueremarkable competition for businesses of the desired
business could be worth significantly more than 10scale ($5 Million+).
times that of a $5 Million business. Within the currentThus, the entrepreneur needs to be patient and
M&A environment, the "size premium" is magnifiedfocus on the infrastructure required to support
further by a dearth of "deal quality".growth. Taking the time to grow a business delivers
In 2009, companies with less than $5 Million inan incredible incremental return. Assume a $40 Million
EBITDA (earnings before interest, taxes, depreciationbusiness earned an 8% EBITDA ($3.2 Million) and was
and amortization), yielded an average 5.1x multiple,valued at five times ($16 Million). If the business were
compared to those with more than $5 Million whoto leverage its infrastructure and grow to $50 Million
commanded a multiple of 5.9x. The premium paidat 10%, it would realize a $5.0 Million EBITDA. If the
(16%) for profitable larger companies last year washigher margins and scale were to produce a half turn
five times the premium paid in 2006 (3%). A study(multiple) increase, the enterprise value would be:
conducted by GF Data Resources concluded that($5M x5.5=$27.5M) Thus, the 25% increase in sales
"average performers" (companies with less than aand 25% increase in profitability yields a whopping
10% EBITDA) earned a 4.3x multiple compared with72% increase in enterprise value.
5.7x for above average performers. That is, aThe size premium should give us pause. It provides
company that earns a $5 Million profit before taxes isthe entrepreneur with motivation, and the knowledge
a far more attractive asset than one with lessthat his years of work and grit can provide a
revenue or lower margins.significant pay off.
As an organization moves through its lifecycle, there