Fairness and Solvency Opinions
Duff & Phelps Opinions is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of U.S. and global fairness opinions over the past 10 years, according to Refinitiv cumulative data from 2013-2022.
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Our team has particular expertise in situations where advisor independence is paramount and scrutiny is elevated.
Duff & Phelps Opinions practice helps boards of directors and special committees formed by boards fulfill their fiduciary responsibilities when considering many corporate transactions.
Key services:
- Fairness Opinions
- Special Committee Financial Advisor
- Solvency Opinions and Surplus Opinions
- Commercially Reasonable Debt Opinions
- Reasonably Equivalent Value Opinions
- ESOP and ERISA Advisory
- Complex Valuations
Since 2005, we have provided more than 1,252 fairness opinions (over $690 billion in deal value) for clients contemplating:
- Sell side / buy side mergers & acquisitions
- Spin-offs, split-ups, divestitures
- Going-private transactions
- Related-party transactions including General Partner led (“GP-led”) secondaries
Since 2005, we have rendered over 1,124 solvency opinions (over $6.4 trillion in deal value) related to:
- Dividend recapitalizations
- Debt refinancings
- Intercompany restructurings
- Spin-offs and split-offs
- Kroll also has dedicated expertise in Commercially Reasonable Debt Opinions and ESOP and ERISA Advisory.
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Fairness Opinions
#1 ranked provider of fairness opinions for boards of directors and special committees.
Solvency Opinions
Duff & Phelps Opinions practice helps boards of directors and special committees formed by boards fulfill their fiduciary responsibilities when considering many corporate transactions. In 2018, Duff & Phelps acquired Kroll and unified under the Kroll brand in 2020.
Commercially Reasonable Debt Opinions
Advisory on capital structure, interest rate, and the other economic terms of debt securities.
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Kroll Advised the Special Committee of the Board of Directors of Seaboard Corporation in Connection with Seaboard's Share Repurchase Transaction and Provided a Fairness Opinion to the Special Committee and the Board
The Duff & Phelps Opinions Practice of Kroll Rendered a Fairness Opinion to Andretti Acquisition Corp. in Connection with Its Proposed Merger with Zapata AI
The Opinions Practice of Kroll Rendered a Fairness Opinion to Pathfinder Acquisition Corporation
Dating App Grindr Is Set to Go Public Via a De-SPAC Transaction Valued at $2.1 Billion. Our Opinions Practice Rendered a Fairness Opinion to Tiga Acquisition Corp. in Connection with Its Proposed Merger with Grindr Group, LLC.
Our Opinions Practice Rendered a Fairness Opinion to the Board of Managers of the Bardstown Bourbon Company on Its Sale to Pritzker Private Capital
Our Opinions Practice Provided a Fairness Opinion to LAACO, Ltd., in Connection With Its Sale to CubeSmart for Approximately $1.7 Billion
Kroll Advised the Special Committee of the Board of Directors of Seaboard Corporation in Connection with Seaboard's Share Repurchase Transaction and Provided a Fairness Opinion to the Special Committee and the Board
The Duff & Phelps Opinions Practice of Kroll Rendered a Fairness Opinion to Andretti Acquisition Corp. in Connection with Its Proposed Merger with Zapata AI
The Opinions Practice of Kroll Rendered a Fairness Opinion to Pathfinder Acquisition Corporation
Dating App Grindr Is Set to Go Public Via a De-SPAC Transaction Valued at $2.1 Billion. Our Opinions Practice Rendered a Fairness Opinion to Tiga Acquisition Corp. in Connection with Its Proposed Merger with Grindr Group, LLC.
Our Opinions Practice Rendered a Fairness Opinion to the Board of Managers of the Bardstown Bourbon Company on Its Sale to Pritzker Private Capital
Our Opinions Practice Provided a Fairness Opinion to LAACO, Ltd., in Connection With Its Sale to CubeSmart for Approximately $1.7 Billion