We leverage extensive valuation experience to deliver well-reasoned, unbiased opinions
Boards, trustees, and other corporate fiduciaries rely on the objectivity and integrity of Chartwell’s advice and opinions. Our transaction opinions provide stakeholders with an effective tool to make informed decisions and mitigate risk.
Fairness 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:
- ESOP transactions
- Mergers & acquisitions
- Recapitalizations and special dividends
- Going private and insider transactions
- Related party transactions
- Down-round financings
Solvency Opinions
Chartwell provides solvency opinion that help companies avoid subjecting the firm to undue financial distress and potentially fraudulent transfers in a variety of settings:
- Corporate spin-offs
- Debt refinancing and restructuring
- Leveraged transactions
- Special dividends
- Stock redemptions
Select Experience
From the Experts
“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
“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