Corporate Finance

Our corporate finance services range from a multi-method pricing analysis, designed to provide our clients with a range of values for the new or soon-to-be-disposed-of assets, to fairness opinions for both public and private companies, when such reassurance is sought by a corporate board or other fiduciary.  Even though a fairness opinion is not a requirement, the well-advised board often seeks one prior to a material transaction.

  • Our professionals have rendered fairness opinions that have withstood the scrutiny of the SEC.
  • We are regularly retained by both buy side and sell side clients as to appropriate offer and asking prices.
  • We have prepared dozens of appraisals for ESOPs around the country. Our engagements have included a feasibility appraisal for a mechanical contractor considering the implementation of an ESOP, a fairness opinion rendered for the trustees of a plan that was unwinding, and an Appraisal Review Report opining as to the appropriateness of the analyses and the credibility of the conclusion.
  • We assist in the creation and design of preferred or “frozen” equity interests in all types of companies and entities.
  • We routinely, and effectively, value minority interests in closely held companies for the purpose of redeeming family and non-family held shares.
  • Our recent experience includes assistance in the creation of convertible subordinated debt issued to an existing shareholder of a distressed operating business.

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