In an ever evolving global business regime, we are witnessing escalating focus on corporate governance and fiduciary responsibilities. Our teams help boards, their committees and senior management strengthen their fiduciary oversight, mitigate risks and make more informed decisions by providing an independent fairness opinion based on rigorous transaction analysis and sector knowledge.
Our Transaction opinions are independent, fair and supported by extensive due diligence and analytics to ensure that transactions stand up to regulatory and judicial investigation.
Boards of directors have a fiduciary duty to act in the best interest of their companies’ investors. Working closely with management and legal counsel, we build a concise, transaction-specific statement regarding the fairness of a proposed corporate action to a particular stakeholder from a financial perspective.
We provide a detailed analysis of the proposed financial terms of the transaction and identify potential issues early in the negotiation process to help improve deal outcomes.
Combining analytics with our operational expertise, we provide transaction due diligence and frame a clear, industry-relevant valuation analysis that supports our opinions.
Company boards rely on our solvency opinions in connection with leveraged transactions to assist them in fulfilling their board duties. In furtherance of their duties, board members find it helpful to review what constitutes a competent and thorough solvency analysis. Our team leverages rich experience and domain expertise to illustrate full breadth and depth of our solvency analysis capabilities.
Our opinions have time and again proved useful in defending board members against future potential liability claims when performing their fiduciary obligation associated with a transaction.
Our opinion cover the following areas:
- Leveraged buyout (LBO) deals
- Stock Redemptions
- Dividend recapitalization transactions
Our valuation professionals combine analytical tools and acumen with real-world transaction experience to objectively determine corporate worth and fair market value of the entity that is being bought or sold, and to evaluate the terms of a transaction from an independent point of view. We help our clients determine their enterprise value in a variety of situations, including:
- Mergers and acquisitions
- Redemptions of shareholder interests
- Private Equity Fund Secondaries
- Determinations of tax liabilities
- Assessments of collateral values
- Reorganizations of family-owned businesses
Connect with our Transaction Opinions Team on [email protected]