Valuation & Fairness Opinions

What We Do

We deliver independent valuation analyses and fairness opinions to boards, special committees, and shareholders faced with complex or conflicted transactions. Our work supports informed decision-making and robust governance.

We apply multiple valuation techniques, stress testing, and market benchmarking to provide a defensible view of value and deal fairness.

Typical Engagements

• —Fairness opinions for public and private M&A transactions
• —Business and asset valuations for strategic reviews, tax, or financial reporting
• —Valuations in connection with restructurings, recapitalizations, and distress situations
• —Valuation of complex equity and debt instruments, including preferred and convertible securities

Our Process

We review transaction terms, financial projections, historical performance, and industry dynamics, and then apply appropriate valuation methodologies such as DCF, trading comparables, and precedent transactions.

Findings are documented in detailed valuation reports and fairness opinion letters that can withstand scrutiny from regulators, auditors, and stakeholders.

Outcomes

Boards and shareholders gain an independent view on value and deal fairness, strengthening governance and reducing execution risk in sensitive transactions.