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Valuations & Fairness Opinions

Our team of valuation professionals has performed thousands of ESOP valuations for privately held companies across a multitude of industries. We advise fiduciaries and render financial opinions for transactions. Our analysis withstands the highest scrutiny, providing assurance to business owners, boards of directors, special committees, and ESOP trustees.

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Transactions

Valuation Advisory

in the valuation of

Healthcare

Fairness Opinion

M&A Advisory

has been acquired by

Advisor to the Seller

Construction & Real Estate

Fairness Opinion

M&A Advisory

has acquired

Advisor to the Buyer

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Papich Construction Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Real Estate

Fairness Opinion

M&A Advisory

has been acquired by The Carr Company Employee Stock Ownership Plan

Advisor to the Buyer

Distribution

Fairness Opinion

M&A Advisory

has been acquired by the SMC Contracting Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Real Estate

Fairness Opinion

M&A Advisory

sold a minority stake in the company to the PRWT Services, Inc. Employee Stock Ownership Plan

Advisor to the Buyer

Business Services

Fairness Opinion

Recapitalization

has been recapitalized. Financing provided by outside capital provider.

Business Services

Valuation Advisory

Howe Electric Construction, Inc.

Construction & Real Estate

Fairness Opinion

Construction & Real Estate

Fairness Opinion

4C Holdings, Inc.

Business Services

Valuation Advisory

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Business Services

Valuation Advisory

Business Services

Valuation Advisory

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Business Services

Valuation Advisory

Engineering Services

Government Services

Valuation Advisory

Industrial

Valuation Advisory

Manufacturing

Valuation Advisory

Industrial

Valuation Advisory

Construction & Real Estate

Industrial

Valuation Advisory

Consumer

Valuation Advisory

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Industrial

Fairness Opinion

Construction & Real Estate

Valuation Advisory

Engineering Services

Valuation Advisory

Business Services

Valuation Advisory

Construction & Real Estate

Valuation Advisory

Industrial

Valuation Advisory

Construction & Real Estate

Valuation Advisory

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Business Services

Valuation Advisory

Engineering Services

Government Services

Valuation Advisory

Engineering Services

Government Services

Fairness Opinion

M&A Advisory

has been acquired by the MHS Lift Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Business Services

Valuation Advisory

Healthcare

Fairness Opinion

M&A Advisory

has been acquired by the IQA Solutions Employee Stock Ownership Plan

Engineering Services

Fairness Opinion

M&A Advisory

has been acquired by the TMF Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Taylor Guitars Employee Stock Ownership Plan

Advisor to the Buyer

Consumer

Fairness Opinion

M&A Advisory

has been acquired by

Advisor to the Seller

Healthcare

Valuation Advisory

Consumer

Valuation Advisory

Consumer

Valuation Advisory

Construction & Real Estate

Industrial

Valuation Advisory

Construction & Real Estate

Valuation Advisory

Business Services

Valuation Advisory

Business Services

Fairness Opinion

M&A Advisory

has been acquired by

Advisor to the Seller

Industrial

Fairness Opinion

M&A Advisory

has been acquired by

Advisor to the Seller

Consumer

Fairness Opinion

M&A Advisory

has been acquired by AG Solutions Group, a portfolio company of

Advisor to the Seller

Industrial

Fairness Opinion

M&A Advisory

has been acquired by PureStar, a portfolio company of

Advisor to the Seller

Hospitality

Fairness Opinion

M&A Advisory

has been acquired by

Advisor to the Seller

Industrial

Fairness Opinion

M&A Advisory

has been acquired by

Advisor to the Seller

Consumer

ESOP Advisory

Fairness Opinion

The Tecolote Research Employee Stock Ownership Plan has acquired common stock of Telecote

Advisor to the Buyer

Business Services

Fairness Opinion

M&A Advisory

has been acquired by the Westchester Publishing Services Employee Stock Ownership Plan

Advisor to the Buyer

Consumer

Fairness Opinion

M&A Advisory

has been acquired by the True Air Mechanical Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Real Estate

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Solid IT Networks Employee Stock Ownership Plan

Advisor to the Buyer

Business Services

Fairness Opinion

M&A Advisory

has been acquired by the Rumsey Construction Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Real Estate

Fairness Opinion

M&A Advisory

has been acquired by the Raydon Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Paper Machinery Employee Stock Ownership Plan

Advisor to the Buyer

Manufacturing

Fairness Opinion

M&A Advisory

has been acquired by the NP Mechanical Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Real Estate

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Modern Air Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Real Estate

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Laser Dynamics Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Labor Solutions Employee Stock Ownership Plan

Advisor to the Buyer

Business Services

Fairness Opinion

M&A Advisory

has been acquired by the Gewalt Hamilton Associates, Inc. Employee Stock Ownership Plan

Advisor to the Buyer

Engineering Services

Fairness Opinion

M&A Advisory

has been acquired by the Design Solutions & Integration Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Cogent Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Fairness Opinion

M&A Advisory

has been acquired by the Butters Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Real Estate

Fairness Opinion

M&A Advisory

has been acquired by the A. Morton Thomas and Associates, Inc. Employee Stock Ownership Plan

Advisor to the Buyer

Engineering Services

Government Services

Fairness Opinion

M&A Advisory

has been acquired by the Alton Steel Inc Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Fairness Opinion

M&A Advisory

has been acquired by

Advisor to the Seller

Industrial

Valuation Advisory

Government Services

Fairness Opinion

M&A Advisory

has acquired

Advisor to the Buyer

Engineering Services

Government Services

Fairness Opinion

M&A Advisory

has been acquired by the Action Labor Employee Stock Ownership Plan

Advisor to the Buyer

Business Services

Fairness Opinion

M&A Advisory

has been acquired by the SRF Employee Stock Ownership Plan

Business Services

Fairness Opinion

Business Services

Fairness Opinion

M&A Advisory

has been acquired by the Panhandle Implement Company Inc. Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Valuation Advisory

Construction & Real Estate

Industrial

Valuation Advisory

Industrial

Valuation Advisory

Engineering Services

Valuation Advisory

Hospitality

Valuation Advisory

Industrial

Valuation Advisory

Business Services

Fairness Opinion

M&A Advisory

has been acquired by the AE2S Employee Stock Ownership Plan

Advisor to the Buyer

Engineering Services

Government Services

Fairness Opinion

Distribution


Insights

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