Providing Financial Expertise & Independence

Boards of directors make decisions that are subject to intense external scrutiny. In pursuing the best interests of shareholders, boards must deliberate on complex corporate transactions while managing potential perceived conflicts of interest. Further, conflicted investment bankers with contingent fee arrangements, related-party transactions, and the lack of market-clearing mechanisms in certain deals all complicate the board decision-making process.

An independent fairness opinion or business valuation helps boards of directors assess corporate transactions and fulfill their fiduciary duties. Fairness opinions and third-party business valuations are considered a best practice in many types of transactions and can help protect board members and other fiduciaries against monetary judgments and reputational risk should the deal result in litigation.

Providing Well-Supported Fairness Opinions & Business Valuations

Wilcox Investment Bankers provides fairness opinions and business valuations for transactions relating to industrial and energy companies spanning various deal sizes and types. We understand that evaluating a transaction or providing a business valuation is as much an art as it is a science. Because of the complex issues involved and the professional judgment required, choosing the right financial advisor is everything.

We combine the knowledge and analytical skills necessary for the quantitative side of the evaluation with the experience and expertise required for the qualitative side. We leverage proven valuation techniques, sophisticated financial and cash flow modeling, thorough industry analysis, and extensive due diligence to provide transaction opinions that are independent, well-supported, and highly responsive.

We provide fiduciaries independent fairness opinions and business valuations they can trust - resulting in a greater level of assurance that the transaction was diligently investigated and appropriately reviewed.

Representative situations include:

  • Sell-side and buy-side mergers & acquisitions
  • Spin-offs, split-ups and divestitures
  • Financing transactions, including down-round financing
  • Buy-sell agreements
  • Related-party transactions
  • Minority interests
  • Any transaction requiring a shareholder vote
  • Requirement pursuant to a credit agreement or bond indenture
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