Transaction Opinions & Valuations

Transaction Fairness Opinions

We provide independent assessments to help boards and trustees determine if transaction terms are financially fair to shareholders. Our comprehensive analysis examines all aspects of the deal, from market conditions to financial projections.

We explain complex findings in clear terms, keeping decision-makers informed at every stage. Our experience across various transactions, including ESOP formations, helps leaders move forward with confidence.

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WHAT TO KNOW ABOUT

Transaction Fairness Opinions

How do you communicate your conclusions to the trustees?

We provide a clear, well-documented written opinion supported by detailed analysis. Our team also presents findings directly to the trustee , allowing ample time for Q&A and ensuring decision-makers fully understand the basis of our conclusions.

What factors do you consider when preparing a fairness opinion?

We evaluate a wide range of factors, including financial performance, valuation metrics, transaction structure, market conditions, comparable company and transaction data, and relevant legal or regulatory considerations.

Why is obtaining a fairness opinion important for ESOP trustees and boards?

A fairness opinion provides independent assurance that the transaction terms are fair from a financial point of view. This helps trustees and boards meet their fiduciary responsibilities, reduces potential regulatory exposure, and supports informed decision-making.

What is a typical size transaction for you?

We work on transactions of all sizes; no company is too small or too large. Our transaction experience ranges from $5 million to $1 billion, and everywhere in between. No matter the size, we have the capability to run a smooth and efficient process.

Solvency Opinions

We help companies prove that they can maintain financial health after major transactions or distributions. Our analysis examines your ability to meet future obligations and maintain adequate capital.

We provide clear insights about potential risks and financial impacts. Our experience helps boards and leadership teams make informed decisions about significant financial moves.

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WHAT TO KNOW ABOUT

Solvency Opinions

When issuing a solvency opinion, do you consider multiple scenarios?

Yes we do! We often consider a base case, minimum threshold case, and downturn case to illustrate potential scenarios and outcomes.

What is a typical scope of your solvency opinion?

Our opinions consider a wide range of cash flow obligations from payroll and rent to capital expenditure and working capital needs to credit lines and loan payments.

Have you completed solvency opinions for a bankruptcy proceeding?

Yes we have. We put together court-ready models that demonstrate a company’s ability to service its obligations both near-term and long-term.

Buy-Side & Sell-Side Valuations

We help buyers and sellers understand business value before entering negotiations. Our thorough analysis considers market conditions, growth potential, and company-specific factors that drive value.

During our engagement, we will deliver practical insights that support your negotiation strategy. Our experience across industries helps you understand both opportunities and risks in potential transactions.

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WHAT TO KNOW ABOUT

Buy-Side & Sell-Side Valuations

We are exploring acquiring a company in the US, but have never completed a transaction in the U.S. marketplace. Can you help guide us through the transaction?

Yes, absolutely. We're pleased to be part of your transaction team and conduct an independent valuation of the target business, considering both market value and synergistic values.

I've been approached unexpectedly by someone looking to acquire my business. Can you help?

Yes, although we don't provide investment banking services, we're happy to offer advice on business valuation and transaction structuring. If you need an investment bank, please reach out, and we're happy to provide a referral.

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WHY HDH

The HDH Advantage

We deliver top-tier valuation services, combining the resources and expertise of a large firm with the agility and personal attention of a boutique practice. Our structured approach, clear communication, and commitment to timely delivery have earned us lasting partnerships with clients who value meticulous analysis and exceptional service.

Clear and Responsive Communication

We keep you informed with straightforward updates and timely responses.

Structured Framework

Our proven process ensures consistent, high-quality deliverables that meet your deadlines.

Deep and Wide Experience

From startups to billion-dollar enterprises, we bring expertise across all industries and types of transactions.

Thorough, Practical Insights

We deliver actionable conclusions backed by rigorous analysis and a deep understanding of real-world applications.

Our Proven Process. Your Reliable Results.

WHAT TO EXPECT

Your partnership with HDH starts with a simple conversation and ends with clear, actionable insights. Our approach prioritizes efficiency and transparency, ensuring you know what to expect at each milestone.

Comprehensive and International Industry Knowledge

Our experience extends across nearly every industry on an international level. No matter your sector, location, or size, we have the knowledge and capabilities to meet your valuation needs.

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