Transaction Valuations

When Transaction Valuations Matter

Transactions create time-sensitive, high-stakes decisions. Buyers and sellers need a clear view of value, a credible range of outcomes, and an objective way to pressure-test assumptions. Our transaction valuations focus on decision usefulness: what drives value, where risks concentrate, and how structure impacts economics.

Typical Use Cases

• Buy-side support: price reasonableness analysis, synergy assessment, return metrics, and scenario planning.
• Sell-side support: value narrative, preparedness analysis, and bid evaluation.
• Board governance: independent perspectives for key decisions, special committees, and stakeholder communications.
• Deal structure: earnouts, seller notes, preferred equity, rollover analysis, and contingent consideration valuation.
• Financing: capital structure alternatives, credit and equity considerations, and sensitivity analysis.

What We Deliver

• Value range and key drivers: a clear explanation of what moves value and which assumptions matter most.
• Cross-checked approaches: income, market, and asset approaches (as appropriate), reconciled into defensible conclusions.
• Scenario and sensitivity analysis: rate, margin, growth, terminal value, and multiple sensitivities aligned to decision points.
• Transaction benchmarking: relevant public comparables and precedent transactions, normalized for differences in size, growth, profitability, and leverage.
• Structure economics: translation of terms into expected value, downside protection, and incentive alignment.

Inputs We Typically Request

• Historical financial statements and management reporting (monthly/quarterly, if available)
• Forecast model with assumptions, plus alternative cases (base/downside/upside)
• Customer and product revenue detail, concentration, retention, and pipeline metrics (as applicable)
• CAPEX, working capital, and cost structure detail
• Information on existing debt, equity, options, and proposed transaction terms
• Relevant market data: peer set, transaction comps, industry benchmarks (we can develop this if needed)

Approach and Workplan

1. Kickoff and framing: align on purpose, standard of value, premise, and key decision questions.
2. Information review: understand business model, unit economics, and forecast drivers.
3. Model build and triangulation: apply multiple approaches and reconcile differences.
4. Governance-ready outputs: present conclusions, sensitivities, and supporting evidence.
5. Iteration support: incorporate revised terms, bids, or forecasts as the process evolves.

Frequently Asked Questions

How quickly can you turn an analysis?

Timing depends on data readiness and complexity. Many transaction engagements can produce an initial view in 1–2 weeks, with refinement as diligence progresses.

Do you provide fairness opinions?

We can support boards and committees with independent valuation analysis, governance materials, and transaction benchmarking. If a formal fairness opinion is required, we can scope the appropriate deliverable based on jurisdiction and governance needs.