Mark J.

Fairness Opinions

A Fairness Opinion from a disinterested valuation firm provides decision makers with an independent analysis of the transaction, unbiased by commissions and other potential conflicts.

Morgen Evan provides fairness opinions to boards of directors, special committees and other fiduciaries in connection with mergers, acquisitions, divestitures and other material transactions. By analyzing the financial aspects of a transaction, we help our clients fulfill their fiduciary duties and make better decisions.

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.

Why Obtain a Fairness Opinion ?

It’s important to make sure you’re getting a fair deal and making the right decisions. A fairness opinion can help in the following way:

  • It does not opine that the transaction is the best deal available, only that the subject transaction is fair from a financial point of view.
  • It provides tangible evidence that can be used in litigation to demonstrate that the fiduciaries acted reasonably and on a well-informed basis.
  • It provides transaction insight to fiduciaries from a source that is unbiased by transaction or other performance commission.

What You Can Expect From Working With Morgen Evan ?

We 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 of the proposed transaction from a financial perspective.
  • 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.

We have issued fairness opinions for private and public companies, and specialize in supporting businesses across a variety of industries. With 32 years of experience, and experience in more than 25 countries, we have the expertise to meet your needs.