2024 Deals Outlook and Valuation Trends

In the year ahead, expectations are for transformative deals by increased cross-border activity, a positive private equity outlook, ESG considerations, global tax changes, and more.

Rucker and Expert Panelists Dig In To Rapidly Growing $72 Billion GP-Led Secondaries Market

After a modest slowdown in late 2022/early 2023, GP-led secondaries market is picking back up.

Continuation Funds: Valuation and Fairness Opinion Considerations

A review of the continuation fund market and a growing consensus that fairness opinions are necessary best practice for the health of the market. Plus, the SEC may be requiring them soon.

How Fairness Opinions Help Private Equity Sponsors Head Off Family Feuds

Related-party transactions between PE funds and their portfolio companies are fraught with the potential to create issues between limited partners. Fairness opinions can forestall such conflicts.

Why Get a Fairness Opinion?

Fairness opinions have a critical role in mergers, acquisitions, and other corporate transactions, yet sometimes public and private companies might overlook the importance.

Top 7 Questions About Fairness Opinions

VRC’s Opinion Practice Group experts answer the top questions asked about fairness opinions for financial transactions.

Three Reasons Your Organization Needs a Fairness Opinion

If your organization is considering a merger, acquisition, or disposition, the time is now to seek out the services of an independent, third-party opinion provider.

Bryan Browning

Bryan Browning is a Senior Advisor, specializing in financial studies and in the analysis of intellectual properties and other intangible assets. Qualified in both real…

SEC Requires Third-Party Fairness Opinion Certificate for BDCs

The SEC recently announced, as a response to COVID-19, they will provide temporary exemptions to BDCs to issue and sell senior securities.

Fairness Opinions: How to Avoid Conflicts of Interest When Seeking a Provider

Fairness opinions provide substantial benefits – if the opinion process is performed correctly.

Ryan Ghose

Mr. Ghose specializes in solvency and fairness opinions. Mr. Ghose has helped provide opinions in multiple industries such as retail, technology, software, healthcare, mining, restaurants,…

Receiving Dependable Fairness Opinions

Boards of directors can improve the likelihood of receiving a more defendable fairness opinion by making specific inquiries of their opinion provider.

The Only Legal Requirement for Fairness Opinions

California Corporations Code Section 1203 requires an affirmative fairness opinion to provide target shareholders with greater protection in takeover transactions.

Chris Mellen

Mr. Mellen has over 30 years of experience across a wide range of industries providing valuation services in support of tax planning and compliance, strategic…

Christopher Krapfl

Mr. Krapfl specializes in valuations of capital stock, business enterprises, and intangible-assets for financial reporting and tax purposes. In addition, he is involved in developing…

Fairness Opinions

An objective expert opinion & analysis that supports the financial fairness of a transaction

Technology

A private equity sponsored cloud based provider of manager content, enterprise lending services granted certain management incentive units to participating executives, as compensation to incentivize management performance.

Why Private Companies Should Look Into Valuations

Why should a private company board consider a valuation of the company?

Independence Critical When Selecting Opinion Provider

The independence of a fairness or solvency opinion provider is a critical issue that will not be overlooked by regulators or minority shareholders.

Telecommunication

We were retained by a leading provider of wireless messaging and information services to provide various valuation services for reorganization under Chapter 11 of the U.S. Bankruptcy Code.