Fairness Opinions – Independent assessments of whether the financial consideration in a proposed transaction is fair, from a financial point of view, to specified stakeholders. Fairness opinions may be appropriate for mergers and acquisitions, relatedparty transactions, shareholder transactions, and other material corporate events.
Solvency Opinions – Independent analyses of a company’s financial condition and ability to meet its obligations following a proposed transaction. Solvency opinions are frequently used in connection with dividend recapitalizations, leveraged transactions, shareholder buyouts, financings, mergers and acquisitions, and other transactions involving significant changes to a company’s capital structure.
Sell-Side and Buy-Side Advisory – Financial advisory services supporting business owners, management teams, and investors throughout the transaction process, including transaction preparation, financial analysis, valuation, buyer or target evaluation, negotiations, and deal execution.
Direct Listing Valuations – Independent valuation analyses for companies pursuing a direct listing on a national securities exchange. We provide boards, management teams, financial advisors, and other stakeholders with support in assessing equity value and assisting the company in its efforts to meet the listing requirements of its targeted exchange.
Quality of Earnings – Detailed analysis of historical earnings, cash flows, working capital, and key operating trends to assess the sustainability and quality of reported financial performance and identify potential transaction adjustments.
Due Diligence – Targeted financial and transaction diligence designed to identify key risks, validate financial and operating assumptions, assess transaction considerations, and support informed investment and strategic decisions.
Our Transaction Advisory team collaborates with our internal Machinery and Equipment, Real Estate, ESOP, Financial Valuation, and Energy and Infrastructure professionals, as necessary, to provide a ‘one-stop’ solution with the value opinions our clients require to consider, execute, and report a wide range of
transactions including:
