Added to YB: 2026-09-18
Pitch date: 2026-09-16
DV [neutral]
DoubleVerify Holdings, Inc.
Author Info
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Company Info
DoubleVerify Holdings, Inc. provides media effectiveness platforms in the United States. The company offers DV Authentic Ad, a metric of digital media quality, which evaluates the existence of fraud, brand suitability, viewability and geography for each digital ad; DV Authentic Attention that provides data to drive campaign performance; Custom Contextual solution, which allows advertisers to match ads to relevant content to maximize user engagement and drive campaign performance; and Scibids AI, an AI-powered digital campaign optimization solution.
Market Cap
$2.1B
Pitch Price
N/A
Price Target
13.60
Dividend
N/A
EV/EBITDA
12.69
P/E
38.28
EV/Sales
2.59
Sector
Media
Category
special_situation
$DV: the equity cheque is smaller than the cash already in the company
DV (update): DoubleVerify’s $13.60 cash take-private is unusually thinly capitalized: only $200M of sponsor equity backs a $2.33B funding need, less than DoubleVerify’s $211.1M cash balance, alongside $1.8B of committed debt. At $13.52, the 0.59% spread offers only ~0.9% annualized to the May 2027 outside date; downside protection rests on specific performance and a $144M reverse fee, while $1B remains an unplaced bridge.
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