Fairness and Solvency Opinions

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 Global Fairness Opinions in the U.S., according to Thomson Reuters’ “Mergers & Acquisitions Review - Full Year 2018."

Duff & Phelps is a global leader in Fairness Opinions and Special Committee Advisory, ranking first for announced fairness opinions over the past five years. Over the past decade, we have provided nearly 850 fairness opinions ($333 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 more than 800 Solvency Opinions ($3.7 trillion in deal value) related to:

  • Dividend recapitalizations
  • Debt refinancings
  • Intercompany restructurings
  • Spin-offs and split-offs
  • Duff & Phelps also has dedicated expertise in Commercially Reasonable Debt Opinions and ESOP and ERISA Advisory.

Differentiators

  • Core Practice: Ranked #1 for Fairness Opinions in the U.S. and globally over the past five years and is the leading financial advisor for solvency opinions (nearly 1,700 fairness and solvency opinions and $4.0 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
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by Mark Kwilosz

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