Transaction Opinions & Board Advisory

We provide independent fairness, solvency and other transaction opinions to a range of clients including boards of directors, private equity, private credit and large corporate / multinational clients.

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Objective Financial Advice supported by Deep Industry Expertise

As a part of the broader Valuations & Opinions Group, Lincoln’s transaction opinions and board advisory team provides best-in-class financial advice to GP’s, boards of directors, special committees, investors, trustees and other corporate decision makers at public and private companies.

We differentiate our fairness and solvency opinions services by integrating industry sector and capital markets expertise from our M&A and Capital Advisory groups on every engagement.

Areas of Focus

Fairness Opinions

  • Cross-Fund/Related Party Transactions
  • GP-Led Secondary Recapitalizations
  • Buy- or Sell-Side M&A
  • Going-Private Transactions
  • Recapitalizations (Minority / Majority)
  • Special Situations (i.e. Debt Exchanges)
  • Bond Indenture Affiliate Party Covenants

Solvency Opinions

  • Dividend Recapitalizations (Leveraged or Unleveraged)
  • Stock Buyback / Redemption Transactions
  • Spin-Offs / Split-Offs
  • Corporate Restructurings and Exchange Transaction

Board Advisory & Other Valuation Opinions

  • Commercially Reasonable Debt Opinions
  • Reasonably Equivalent Value Opinions
  • Board Advisory Valuation Opinions
  • Financial advice for take private and other public company
  • Special Committee advisory

Perspectives & Publications

Meet Our Senior Team with Valuations & Opinions Expertise