Fairness Opinions.

As an independent investment bank, we deliver high-quality, conflict-free financial advice and opinions that withstand the most rigorous scrutiny. Our fairness opinions often involve complex transactions that have significant financial implications for the company and shareholders involved. We have an excellent reputation as a trusted advisor and serve various parties across the industries we cover, allowing them to fulfill their fiduciary responsibilities.

Situations Include:

  • Mergers & Acquisitions
  • Management Buyouts
  • Private Placements
  • Spin-offs, Split-ups, Divestitures
  • Going Private Transactions
  • Related Party Transactions
  • ESOP Transactions

Our Specialized, Expert Team.

Firdaus Pohowalla Headshot
Firdaus Pohowalla Supply Chain Technology
Industrial Technology
Bryan Jaffe Headshot
Bryan Jaffe Companion Animal
Animal Health
Hugh Campbell Headshot
Hugh Campbell IT Services
Specialty Consulting
James Cartales Headshot
James Cartales Juvenile, Home & Pet Hardgoods
Enthusiast & Outdoor Living
Naaman Heyman Headshot
Naaman Heyman Building Products & Distribution
Construction Services
Muizz Kheraj Headshot
Muizz Kheraj Tech-Enabled Business Services
Digital Marketing, Media, Entertainment

Representative Transactions.

Intrexon Corporation has sold a stake in AquaBounty Logo TS Aquaculture, LLC managed by Third Security, LLC Logo
Helix Biomedix Logo fairness option  Logo
R.W.Beck Logo has been acquired by SAIC Logo
CostULess Logo has been acquired by The NorthWest Company Logo
Boyne USA, Inc. Logo has been acquired by Private Investors Logo
First Mode Holdings Inc.  Logo has entered into a business combination transaction with Anglo American nuGen Zero Emissions Haulage Solution Business Logo Our service was a fairness opinion
Intrexon Corporation has sold a stake in AquaBounty Logo TS Aquaculture, LLC managed by Third Security, LLC Logo
Helix Biomedix Logo fairness option  Logo
R.W.Beck Logo has been acquired by SAIC Logo
CostULess Logo has been acquired by The NorthWest Company Logo
Boyne USA, Inc. Logo has been acquired by Private Investors Logo
First Mode Holdings Inc.  Logo has entered into a business combination transaction with Anglo American nuGen Zero Emissions Haulage Solution Business Logo Our service was a fairness opinion
More Transactions
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