Case Name :      Saxon Financial

Authors :           James E. Hatch, James Mazur

Source :             Ivey Publishing

Case ID :            909N12

Discipline :        Finance

Case Length :    20 pages

Solution Sample availability : YES

Plagiarism : NO (100% Original work)

An analyst at IGM Financial (IGM) is asked to make a presentation outlining the final details of the proposed acquisition of Saxon Financial (Saxon). The analysis was to include the strategic rationale for the acquisition, an estimate of the proposed offering price for Saxon and whether or not the acquisition would be accretive to earnings per share of IGM. To complete the assignment the analyst had to calculate a preliminary valuation range based on several different valuation methodologies.