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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

Fairness Opinion

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Healthcare

Valuation Advisory

Omb 1

in the valuation of

Access dental

Healthcare

Fairness Opinion

3v company

Construction & Engineering

M&A Advisory

Fairness Opinion

Papich

has been acquired by

Granite

Advisor to the Seller

Construction & Engineering

M&A Advisory

Fairness Opinion

Cogent

has acquired

Central sales group

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Papich

has been acquired by the Papich Construction Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Carr company

has been acquired by the Carr Company Employee Stock Ownership Plan

Advisor to the Buyer

Distribution

M&A Advisory

Fairness Opinion

S macdonald

has been acquired by the SMC Contracting Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Images

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

Advisor to the Buyer

Business Services

Recapitalization

Fairness Opinion

Future care

has been recapitalized. Financing provided by outside capital provider.

Business Services

Valuation Advisory

Howe electric construction inc logo

Howe Electric Construction, Inc.

Construction & Engineering

Fairness Opinion

Bolinder resources

Construction & Engineering

Fairness Opinion

4c holdings

4C Holdings, Inc.

Business Services

Valuation Advisory

Cogent

Industrial

Valuation Advisory

Tmf logo

Industrial

Valuation Advisory

Tecolote logo

Business Services

Valuation Advisory

Srf logo

Business Services

Valuation Advisory

Sps

Industrial

Valuation Advisory

Spartan logo

Industrial

Valuation Advisory

Sense corp logo

Business Services

Valuation Advisory

Respec logo

Construction & Engineering

Valuation Advisory

Raydon logo

Industrial

Valuation Advisory

Pmc logo

Industrial

Valuation Advisory

Panhandle logo

Industrial

Valuation Advisory

Np mechanical logo

Construction & Engineering

Valuation Advisory

Mann lake logo

Consumer

Valuation Advisory

Livingston logo

Industrial

Valuation Advisory

Lps logo

Industrial

Valuation Advisory

Laser logo

Industrial

Fairness Opinion

Highland new 2 1000x600 1

Construction & Engineering

Valuation Advisory

Gha logo

Construction & Engineering

Valuation Advisory

Farmers logo

Business Services

Valuation Advisory

Butters logo e1639167796954

Construction & Engineering

Valuation Advisory

Bimba logo

Industrial

Valuation Advisory

Aei logo

Construction & Engineering

Valuation Advisory

American polywater logo

Industrial

Valuation Advisory

Alliance logo

Business Services

Valuation Advisory

Ae2s logo

Construction & Engineering

Valuation Advisory

Amt logo 1

Construction & Engineering

M&A Advisory

Fairness Opinion

Mhs logo

has been acquired by the MHS Lift Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

Valuation Advisory

Sj electro

Industrial

Valuation Advisory

Dsi mainlogo

Industrial

Valuation Advisory

Aplin

Business Services

Valuation Advisory

Osborn drugs logo

Healthcare

M&A Advisory

Fairness Opinion

Finallogoasset16@4x 100

has been acquired by the IQA Solutions Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Tmf logo

has been acquired by the TMF Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Taylor guitars

has been acquired by the Taylor Guitars Employee Stock Ownership Plan

Advisor to the Buyer

Consumer

M&A Advisory

Fairness Opinion

American health partners e1639155337193

has been acquired by

Mfo e1639157131637

Advisor to the Seller

Healthcare

Valuation Advisory

Taylor guitars

Consumer

Valuation Advisory

Westchester logo

Consumer

Valuation Advisory

True air mechancal

Industrial

Valuation Advisory

Rumsey construction

Construction & Engineering

Valuation Advisory

Action labor

Business Services

Valuation Advisory

Labor solutions

Business Services

M&A Advisory

Fairness Opinion

Sj electro

has been acquired by

Audax group e1639170412323

Advisor to the Seller

Industrial

M&A Advisory

Fairness Opinion

Mann lake logo

has been acquired by

Gmp e1639169644828

Advisor to the Seller

Consumer

M&A Advisory

Fairness Opinion

Livingston logo

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

Seg logo e1639169440853

Advisor to the Seller

Industrial

M&A Advisory

Fairness Opinion

Five star logo

has been acquired by PureStar, a portfolio company of

Am cap e1639168341604

Advisor to the Seller

Consumer

M&A Advisory

Fairness Opinion

Bimba logo

has been acquired by

Imi e1639167826978

Advisor to the Seller

Industrial

M&A Advisory

Fairness Opinion

All my sons logo

has been acquired by

Ster

Advisor to the Seller

Consumer

ESOP Advisory

Fairness Opinion

Tecolote logo

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

Advisor to the Buyer

Business Services

M&A Advisory

Fairness Opinion

Westchester logo

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

Advisor to the Buyer

Consumer

M&A Advisory

Fairness Opinion

True air mechancal

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

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Solid it logo

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

Advisor to the Buyer

Business Services

M&A Advisory

Fairness Opinion

Rumsey construction

has been acquired by the Rumsey Construction Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Raydon logo

has been acquired by the Raydon Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Pmc logo

has been acquired by the Paper Machinery Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Np mechanical logo

has been acquired by the NP Mechanical Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Modern air logo

has been acquired by the Modern Air Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Laser logo

has been acquired by the Laser Dynamics Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Labor solutions

has been acquired by the Labor Solutions Employee Stock Ownership Plan

Advisor to the Buyer

Business Services

M&A Advisory

Fairness Opinion

Gha logo

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

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Dsi mainlogo

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

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Cogent

has been acquired by the Cogent Employee Stock Ownership Plan

Advisor to the Buyer

Industrial

M&A Advisory

Fairness Opinion

Butters logo e1639167796954

has been acquired by the Butters Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Amt logo 1

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

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Sfi 300x101 1

has been acquired by

Tripoint

Advisor to the Seller

Industrial

Valuation Advisory

Jg management systems

Business Services

M&A Advisory

Fairness Opinion

Respec logo

has acquired

Pdc square white

Advisor to the Buyer

Construction & Engineering

M&A Advisory

Fairness Opinion

Action labor

has been acquired by the Action Labor Employee Stock Ownership Plan

Advisor to the Buyer

Business Services

M&A Advisory

Fairness Opinion

Srf logo

has been acquired by the SRF Employee Stock Ownership Plan

Business Services

Fairness Opinion

Nsd logo

Business Services

M&A Advisory

Fairness Opinion

Panhandle logo

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

Advisor to the Buyer

Industrial

Valuation Advisory

Modern air logo

Construction & Engineering

Valuation Advisory

Mhs logo

Industrial

Valuation Advisory

Finallogoasset16@4x 100

Construction & Engineering

Valuation Advisory

Five star logo

Consumer

Valuation Advisory

Esl logo

Industrial

Valuation Advisory

Solid it logo

Business Services

M&A Advisory

Fairness Opinion

Ae2s logo

has been acquired by the AE2S Employee Stock Ownership Plan

Advisor to the Buyer

Construction & Engineering

Fairness Opinion

Fctg logo

Distribution


Insights

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