We leverage extensive valuation experience to deliver well-reasoned, unbiased opinions.
Our comprehensive analysis evaluates the financial and relative fairness of a proposed transaction. We provide fairness opinions to fiduciaries for a variety of purposes.
Transaction Situations
- Mergers & acquisitions
- ESOP transactions
- Recapitalizations and special dividends
- Going private and insider transactions
- Related party transactions
- Down-round financings
Select Experience
From the Experts
“During my career, I have had the opportunity to work on transactions involving companies in a variety of industries with each deal having their own distinct structure and considerations. I enjoy being able to leverage my prior experiences, and those shared by fellow Chartwellians, to assist and provide insight to clients as they are reviewing their specific scenario.”
Tim Lang, Managing Director
“Chartwell brings wide spanning experience and analytical rigor in its independent opinions. We provide comfort to boards of directors and trustees as they evaluate highly scrutinized transactions and fulfill their fiduciary roles.”
Steve Nelson, Managing Director