Transaction Opinions
Collaborating with our global colleagues and utilizing our deep M&A industry and capital markets transactional knowledge, we provide independent fairness, solvency and other transaction opinions to a diverse range of clients.
-
40+
transaction opinions in 2022 -
355+
total transactions in 2022 -
850+
professionals aligned for your success
Objective Financial Advice supported by Deep Industry Expertise
As a part of the broader Valuations & Opinions Group, Lincoln’s fairness and solvency opinions practice provides best-in-class financial advice to GP’s, boards of directors, special committees, investors, trustees and other corporate decision makers on a broad range of transactions.
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
- Capital Raise by Successor Fund
- Capital Raise with Significant Minority Investor
- Mergers of Portfolio Companies
- Debt for Equity Exchanges
- Backstopped Rights Offerings
- 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 Transactions
Board Advisory & Other Valuation Opinions
- Commercially Reasonable Debt Opinions
- Reasonably Equivalent Value Opinions
- Board Advisory Valuation Opinions
The Lincoln Difference
Lincoln’s fairness and solvency opinions practice, housed in a global investment bank with highly active M&A and Capital Advisory Groups, brings real world experience and deep industry expertise to every one of its transaction opinion engagements.
Firm-wide collaboration with Global Mergers & Acquisitions Investment Banking Advisory, Capital Advisory, and Valuations & Opinions Groups deliver best-in-class, highly defensible opinions.
|
M&A Advisory |
Valuations & Opinions Group |
Capital Advisory Group |
| M&A industry bankers provide the deal team transactional expertise, extensive industry sector expertise and a comprehensive database of closed deals. | Valuations bankers provide the deal team exceptional technical capabilities in valuing all types of securities across various valuation methodologies. | Capital markets bankers provide the deal team unparalleled market expertise from raising growth equity, arranging debt financing and providing advisory services involving bespoke securities or restructuring transactions to solve capital structure challenges. |
Perspectives & Publications
Q3 2023 Lincoln Senior Debt Index
Lincoln International is pleased to release the quarterly Lincoln Senior Debt Index (LSDI). The LSDI represents years of research and analysis of data and was developed by professionals from Lincoln’s… Read More
An Overview of the Lincoln Senior Debt Index
The Lincoln Senior Debt Index is a quarterly index that tracks the fair market value of 500+ middle market, direct lending credit investments every quarter across approximately 100 fund clients.… Read More
Lincoln International adds William Epstein as Managing Director
Lincoln International, a global investment banking advisory firm, is pleased to announce that William Epstein has joined as a Managing Director in the firm’s Valuations & Opinions Group in Los Angeles. William… Read More
An Overview of the Lincoln Private Market Index
The Lincoln Private Market Index (f/k/a Lincoln Middle Market Index), is the only index that tracks changes in the enterprise value of U.S. privately held companies—primarily those owned by private… Read More
