Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Duff & Phelps helps boards of directors and special committees formed by boards fulfill their fiduciary responsibilities when considering many corporate transactions.
Our team has particular expertise in situations where advisor independence is paramount and scrutiny is elevated.
Duff & Phelps Ranked #1 for Announced Fairness Opinions in the U.S. and Globally in 2019, according to Thomson Reuters’ “Global Mergers & Acquisitions Review - Full Year 2019."
Duff & Phelps is a global leader in Fairness Opinions and Special Committee Advisory, ranking first for announced fairness opinions the past five years.
Since 2005, we have provided more than 900 fairness opinions (nearly $370 billion in deal value) for clients contemplating:
- Sell side / buy side mergers & acquisitions
- Spin-offs, split-ups, divestitures
- Going-private transactions
- Related-party transactions
Duff & Phelps has rendered 900 Solvency Opinions ($3.9 trillion in deal value) related to:
- Core Practice: Ranked #1 for Fairness Opinions in the U.S. and globally the past five years and is a leading financial advisor for solvency opinions (more than 1,800 fairness and solvency opinions and $4.3 trillion in deal value since 2005)
- Independence: Vast majority of our opinions involve transactions in which Duff & Phelps is not the investment banker
- Analytical Rigor: Comfortable providing opinions in transactions involving minority interests, debt securities and those transactions lacking a market-clearing mechanism
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.
Strategic Value Advisory
Assistance evaluating strategic alternatives and identifying growth strategies.
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
M&A Post Acquisition Disputes
Expert consulting and testifying services related to post-acquisition purchase price disputes.
Experienced arbitrators and expert witnesses across a wide array of sectors.
Comprehensive Due Diligence Solution
Comprehensive diligence support primarily in the areas of tax, compliance and regulatory, operations, financial and accounting, investigations and disputes and cyber/IT risk.
Dow Jones Industrial Average Special Report
The German Economic Stabilization Fund and Importance of Fairness Opinions in Corporate Transactions
Corporate Finance Accomplishments and 2020 Industry Trends
In Defense of Fairness Opinions: An Empirical Review of Ten Years of Data
Duff & Phelps Ranked Among Top 5 Financial Advisors in Germany for Q2 2020
Mark Kwilosz Was Quoted in Auto Service World
Howard Johnson Provides M&A Market Update During FEI SGH Seminar
Alexandre Pierantoni featured in Wall Street Journal’s PE Daily