Valuation & Financial Opinions

As an investment bank built around solid equity research, businesses and securities valuation is at the core of everything we do.  

Our valuation experts combine a deep understanding of the securities markets, Wall Street quality industry research capabilities, extensive transaction experience and the most advanced valuation techniques to render credible and well-supported valuation, fairness, and solvency opinions across a range of industries. 

Valuation-related financial opinions are rendered for public and private companies of all sizes and include valuations of entire enterprises and business segments; controlling and minority interests; securities such as common and preferred stock; derivative securities such as stock options and warrants; intangible assets and intellectual property; as well as fairness opinions and solvency opinions for the following purpose: 

• Business sales, mergers, and acquisitions
• Shareholder buyouts, buy-ins, and buy-sell agreements
• Employee Stock Ownership Plans (ESOPs)
• Private placements and Initial public offerings (IPOs)
• Spin-offs, split-offs, and divestitures
• Leveraged buyouts (LBOs), management buyouts, and going private transactions
• Financial reporting (SFAS 123R, 141R, and 142R)
• Estate planning and gift tax
• Equity-based compensation and Section 409a
• Corporate restructuring, reorganization, and strategic planning