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.
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
Recent Transactions in Valuations & Opinions
Meet Our Senior Team with Valuations & Opinions Expertise
I find immense fulfillment in enabling clients to achieve their objectives and navigate the complexities of today's ever-changing landscape.
Chris Croft
Managing Director & Co-head of Transaction Opinions
New YorkI enjoy sharing insights about market and valuation trends with my clients, while also leading a differentiated and high-touch process.
Brian Garfield
Managing Director & Head of U.S. Portfolio Valuations
New YorkI enhance my clients’ decision making and governance processes by providing independent and objective financial advice in a highly responsive manner.
Chris Gregory
Managing Director & Co-head of Transaction Opinions
New YorkI enjoy the opportunity to provide clients with insightful and unbiased advice that will help them make the most informed decisions possible.
Ron Kahn
Managing Director & Co-head of Valuations & Opinions
Chicago