Globus Medical-NuVasive Deal To Accelerate Globalization Strategy, Target $50B Musculoskeletal Market

  • Globus Medical Inc (NYSE: GMED) and NuVasive Inc (NASDAQ: NUVA) have agreed to combine in an all-stock transaction, bringing together two technology companies to accelerate globalization strategy to target the $50 billion musculoskeletal market.

  • Together, Globus Medical and NuVasive will have a presence in more than 50 countries with more than 5,000 employees.

  • Each NuVasive share will be exchanged for 0.75 of Globus Medical share.

  • NuVasive has an implied value of $57.72/share and an equity value of $3.1 billion.

  • Following the close of the transaction in mid-2023, NuVasive shareholders will own approximately 28% of the combined company, and Globus Medical shareholders will own approximately 72% on a fully diluted basis.

  • The company will leverage Globus Medical’s financial rigor and discipline as it aims to deliver a mid-30-percent EBITDA profile over the next three years, which includes approximately $170 million in identified cost synergies.

  • The company will have an eleven-member board composed of all eight directors from Globus Medical’s board and three from NuVasive’s board.

  • David Paul, Chairman of the Globus Medical board, will serve as Chairman of the combined company’s board.

  • Dan Scavilla will serve as CEO, and Keith Pfeil, CFO of Globus Medical, will serve as CFO of the combined company.

  • For FY22, Globus Medical announces preliminary 2022 net sales growth of 6.8% Y/Y as reported, 8.2% constant currency.

  • NuVasive announces preliminary 2022 net sales growth of 5.5% as reported, 8.5% constant currency, as compared to net sales of $1,139.0 million for the full year 2021.

  • For FY23, Globus Medical expects net sales growth of 7%ꟷ8% constant currency, and NuVasive expects 2023 net sales growth of 6%ꟷ8% constant currency.

  • Price Action: GMED shares are down 15.60% at $64.97, and NUVA shares are up 2.66% at $47 during the premarket session on the last check Thursday.

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Source: https://finance.yahoo.com/news/globus-medical-nuvasive-deal-accelerate-135420657.html