PERFORMING UNBIASED TRANSACTIONAL ANALYSIS IS CRITICAL TO CONSTRUCTING HONEST VALUATIONS.

Fairness Opinions

Transactions involving changes in a corporation’s control can oftentimes create the need to obtain an expertly derived, critically thorough and unbiased Fairness Opinion.

DO YOU NEED A FAIRNESS OPINION?

A Fairness Opinion determines whether a specific transaction is fair. For owners and investors who, in many cases, are making life-altering decisions regarding their personal and professional financial futures, we highly recommend a professionally executed, stringently independent and conflict-free Fairness Opinion. There’s too much on the line.

A soundly crafted Fairness Opinion should:

  • Focus on the interests of shareholders – without conflict.
  • Analyzes all transactional terms and conditions
  • Provides structural transaction alternatives
  • Assesses all relevant business interests

For both corporate managers and investors, the benefits of obtaining an expertly derived Value Defined Fairness Opinion are many:

  • It can prevent a bad transaction from being consummated
  • It can force the pricing of a transaction to be renegotiated
  • It can identify the key value drivers of the transaction
  • It can uncover potential hindrances to successful results
  • It can eliminate or highly reduce the potential for future litigation

In short, taking this step can be critical to all concerned parties. Obtaining a Fairness Opinion is particularly advisable – many would say necessary – for the following applications:

  • Acquisition
  • Bankruptcy
  • Bond Issuance
  • Corporate Restructuring
  • Director Disagreements
  • Divestitures
  • ESOPs
  • Going Private
  • Mergers
  • Minority Shareholder Concerns
  • Multiple Price Offerings
  • Stock Transactions