7 completed transactions spanning 2022–2023 · 5 industries
Rendered fairness opinion to board of directors regarding business combination transaction in October 2022.
Rendered fairness opinion on pharmaceutical acquisition by public company acquirer.
Provided board advisory and valuation analysis to assist board of directors in evaluating all-stock acquisition offer. Required rapid turnaround valuation of multiple entities.
Rendered fairness opinion on acquisition with complex earnout structure including deferred consideration and earnout valuation.
Rendered fairness opinion in connection with healthcare acquisition by publicly traded special purpose acquisition company.
Served as one of three independent financial advisors providing fairness opinion on multi-billion dollar special dividend transaction for major public retailer. Analysis included sophisticated covenant testing, leverage analysis, and expert defense of analysis in bondholder litigation.
Rendered fairness opinion on acquisition involving valuation of multiple targets, including pre-revenue AI company with complex valuation methodologies.