Valuation & Fairness Opinions

As an investment bank built around solid equity research, businesses and securities valuation is at the core of everything we do.  With our expertise in corporate valuation, we are able to provide clients with independent valuations and fairness opinions for a range of purposes.

Valuations

We provide independent valuations for public and private companies including 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; and intangible assets and intellectual property.

We specialize in performing valuations for corporate and shareholder transactions (M&A, buyouts, ESOPs, IPOs, private equity transactions, etc.), financial reporting (ASC 805, 350, 360, 718 and 820) and tax (409A and estate planning) purposes.

Fairness Opinions

Given our experience as deal makers in M&A and shareholder buyout transactions, our knowledge of the securities markets and our specialized expertise in business and securities valuation, we are exceptionally well qualified to provide credible and well supported opinions regarding the financial fairness of various types of transactions. 

Our fairness opinions are prepared and reviewed by a committee comprised of senior-level investment bankers and accredited valuation experts who combine significant expertise in corporate and shareholder transactions and business and securities valuation.  As a result, our opinions are able to withstand scrutiny from shareholders, the SEC, the IRS, and other interested parties.