As a fiduciary for your company, you need to know what you’re getting in return from your next merger, acquisition, spin-out, or other corporate transaction. A fairness opinion can help you know if you’re making the right decision that’s in your shareholders’ best interest.
When Is a Fairness Opinion Required?
While they are often commissioned during large or complex transactions, a fairness opinion valuation is just as necessary for “everyday” circumstances and is relevant to both public and private companies.
Getting an opinion from an independent advisor can be helpful if you’re dissolving, refinancing, or restructuring your operations as well as for other reasons, like ESOPs. If you’re newer to learning what a fairness opinion is and when to consider getting one, here’s a helpful guide from our team.
Why Consider Getting One?
It’s important to make sure you’re getting a fair deal and making the right decision. A fairness opinion can help you in 3 key ways:
Reduce risk as you exercise your fiduciary duties, to ensure you don’t make an even more costly mistake.
Ensure all financial aspects of a deal are scrutinized so you can make an informed decision that benefits your company.
Increase your transparency with stakeholders to show you value governance, which can lead to building a positive and trusting relationship.
What You Can Expect From Working With Us
When partnering with us, Centri will support your business by:
- Performing exhaustive due diligence on the target company and other details around the transaction terms and structure.
- Conducting a detailed financial analysis.
- Leveraging credible valuation methodologies to test the fairness from a financial perspective of the proposed transaction.
- Creating and reviewing a defensible opinion or report with your team.
One Firm Supporting Any Industry, Anywhere
Ultimately, a fairness opinion is the most useful when it comes from an objective and knowledgeable third party whose fees are not contingent on the outcome of the subject transaction. The expertise and independence of your partner matter to ensure you’re ultimately getting a high-quality opinion.
At Centri, our team has issued fairness opinions for private and public companies. And we specialize in supporting businesses across a variety of industries.
Plus, we offer Centri Virtual so you can get our top-notch advisory and consulting services from anywhere. That way you can do business on your terms.
Meet Our Fairness Opinion Practice Leaders
Centri’s team of experts is ready to help you with your Fairness Opinion needs. You can learn more about our specialists on the One Team page:
Gerald CullinsPartnerValuation Practice Leader |
Charles HigginsManaging DirectorValuation Practice |
Ready to Take Your Next Steps Forward?
Please fill in the form below to get in touch with our team and learn more about how we can help.
"*" indicates required fields