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Transaction Advisory & Opinions

Today’s corporate business transactions are increasingly complex, and independent business valuations are often necessary to maximize the transaction opportunity and minimize any concerns about conflicts of interest.

Due Diligence Support and Pre-Deal Valuations

Expert due diligence support and appraisals are also helpful in the transaction planning and evaluation processes. Transactions often proceed more smoothly, and the risk of wasting resources on fruitless negotiations can be avoided if the parties establish the own objective view of the value of the subject assets in advance of negotiations. Due diligence support or pre-deal valuation can be helpful in many situations including:

  • Analysis and consulting related to offers to purchase
  • Bank financing
  • Bankruptcy
  • Due diligence support
  • Leveraged buyout transactions
  • Management buyouts
  • Out of court financial restructuring
  • Solvency opinions
  • Valuation of divisions, subsidiaries, or joint ventures for sale or spinoff

Fairness Opinions

Fairness opinions were once more of a formality. However, investors, regulators, and others are increasingly expecting independent fairness opinions done by qualified valuation experts. We help management, boards of directors, special committees, companies, and business owners meet their fiduciary duties—by providing them with comprehensive analyses and unbiased opinions about the financial fairness of pending transactions. Our intellectual rigor and wide-ranging financial expertise position us as a trusted advisor for clients worldwide. Fairness opinions can be valuable in many situations, including:

  • Affiliate and insider transactions
  • Down-round financings
  • Related-party transactions
  • Synergistic mergers
  • Transactions with competing offers; and

Summit Ridge Group professionals are experienced in providing these transactional-related valuation services. Additionally, our valuation experts can support our client's deal team by offering insight into value drivers and competitive dynamics. Pre-deal valuation support can be particularly helpful when the prospective transaction involves assets outside the client's core business and management may have less familiarity with the relevant valuation metrics.

Please contact us to discuss transaction-related challenges that may require financial expertise with a deep industry focus in the telecom, media, or satellite sector.