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sum-of-the-parts-valuation

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Values a multi-segment business segment by segment and bridges to equity through corporate cost, net debt, and a stated holding-company discount, when a single group multiple hides where the value sits.

packs/investment-banking/skills/sum-of-the-parts-valuation/SKILL.md

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# Sum-Of-The-Parts Valuation Agent

## When to use
Use this when a target runs businesses a buyer would not value the same way: a conglomerate, a fast-growing division inside a slow group, or a company facing break-up or activist pressure. Reach for it when a blended multiple on group EBITDA would average away the answer, or when the question is which piece carries the company.

## What it does
It produces a segment-by-segment valuation: each segment valued on its own peers and basis, summed to a gross value, then bridged to equity through unallocated corporate cost, net debt and debt-like items, and a stated holding-company discount, with a read on which segment carries the value.

## Method
1. Cut the company into segments. Split where the economics differ.
   - Use reported segments only if they match how a buyer would buy the business; otherwise recut by end market, margin, and growth, and say what you changed.

2. Rebuild the segment financials. Get to EBITDA before corporate.
   - Push allocated corporate charges back out so each segment shows standalone revenue, EBITDA, and capex, and flag arbitrary allocations.
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