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Fairness Opinion
Objective financial analysis for critical decisions: Your fiduciary clarity starts here.
Leverage independent valuation clarity when fiduciary duty demands
Board decisions involving material transactions face intense scrutiny from shareholders, regulators, and courts. Whether you’re evaluating a merger, acquisition, divestiture, or related-party transaction, stakeholders need assurance that transaction terms are financially fair.
At BPM, we provide independent fairness opinions that deliver rigorous financial analysis and objective perspectives, helping boards and fiduciaries fulfill their duties while making informed decisions with confidence.
Our approach to fairness opinions
We deliver independent, comprehensive analysis that examines all financial aspects of a transaction. Our fairness opinions provide the thorough evaluation needed to support fiduciary responsibilities while addressing stakeholder concerns.
Rigorous financial analysis: Our experienced team conducts comprehensive valuations using multiple methodologies to assess whether transaction consideration falls within a fair range, considering market conditions, comparable transactions, and company-specific factors.
Independent perspective: We maintain strict independence standards with no contingent fees or financing relationships, ensuring our analysis remains objective and free from conflicts that could compromise our conclusions.
Comprehensive transaction assessment: Applying independent analysis and multiple valuation methods, we analyze complex consideration structures, synergies, risks, and strategic alternatives to provide complete perspective on transaction fairness.
Related Insights
Comprehensive fairness opinion services
M&A Fairness Opinions
Our independent analysis evaluates whether merger or acquisition consideration is fair from a financial point of view, providing boards with the objective assessment needed for informed decision-making.
Related-Party Transactions
We deliver objective analysis of transactions involving affiliates, controlling shareholders, or management, helping boards navigate conflicts of interest while ensuring fair treatment of shareholders.
Fund-to-Fund Transfers
Our independent assessment of private equity secondary transactions and continuation funds provides comfort to limited partners and advisory committees regarding fair treatment across fund structures.
Special Committee Advisory
We provide comprehensive advisory support to special committees evaluating complex transactions, including process guidance and independent financial analysis throughout negotiations.
Building fiduciary confidence
Your board faces complex decisions with significant legal and financial implications while managing tight timelines and stakeholder expectations. Our approach includes:
- Experienced professionals who understand governance requirements and market standards
- Clear communication of findings that supports board deliberations and stakeholder communications
- Flexible engagement approach that adapts to transaction complexity and committee needs
The BPM difference: Beyond standard fairness opinions
When you work with BPM, you gain a trusted advisor committed to fiduciary excellence:
- Strategic perspective that considers transaction rationale alongside financial metrics
- Experienced professionals with deep transaction and valuation experience
- Proactive identification of issues that could impact fairness conclusions or stakeholder perceptions
- Clear, comprehensive opinions that withstand scrutiny in challenging environments
- Independent analysis that maintains objectivity throughout the process
- Collaborative approach that supports effective board governance and decision-making
BPM serves as the independent financial arbiter, delivering unbiased fairness opinions free from the conflicts and pressures that may influence transaction participants.
Meet our Fairness Opinion Leader
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.