Capability

    Fairness Opinions

    Independent financial analysis of the consideration in a defined transaction.

    A transaction can be strategically attractive while still raising a separate question about its financial terms. A fairness opinion addresses a defined consideration and perspective rather than guaranteeing an investment outcome.

    Cabra evaluates financial fairness questions with the transaction, relevant parties and scope of the conclusion established in advance.

    01

    Frame the opinion

    Clarify the transaction, the consideration being evaluated and the party or interest from whose financial perspective the analysis is prepared. Those boundaries affect both the methods and the conclusion.

    02

    Evaluate the supporting evidence

    An analysis may consider valuation, financial forecasts, transaction terms and relevant market information. Material assumptions, information limitations and sensitivities should be disclosed for a useful review.

    03

    Keep the decision distinct

    An opinion is one input to a decision, not a substitute for governance, legal advice or independent consideration of alternatives. Engagement terms define the intended use and the limits of reliance.

    Start with the facts

    Discuss the decision in front of you.

    Contact Cabra Consulting to discuss the arrangement, the question to be answered and the financial support that may be useful.

    Contact Cabra