Fairness Opinions & Swap Ratio Justification

Our services include the preparation of fairness opinions for mergers, acquisitions, buybacks, and other corporate transactions. These opinions assess whether the proposed transaction terms are financially fair to shareholders and other stakeholders.

We also provide swap ratio justifications for share exchanges in mergers or demergers, determining equitable share allocations based on valuations of the companies involved. This ensures compliance with statutory requirements and safeguards shareholder interests.

In addition to valuations, we prepare comprehensive reports detailing methodology, key assumptions, and analysis. These reports serve as formal documentation for boards, regulators, and auditors, ensuring transparency and adherence to regulatory standards.

We further offer advisory support during negotiations and filings, assisting companies in structuring transactions that are equitable, compliant, and strategically advantageous. This end-to-end guidance helps minimize potential disputes and regulatory challenges.

Key Features / Scope of Work

• Preparation of fairness opinions for mergers, acquisitions, and buybacks

• Swap ratio justification for share exchanges in mergers or demergers

• Valuation of companies and shares involved in corporate transactions

• Preparation of detailed reports with methodology, assumptions, and analysis

• Advisory support for transaction structuring and negotiations

• Ensuring compliance with the Companies Act, SEBI, and other regulatory guidelines

• Documentation for boards, regulators, and auditors

• Transparent, independent, and defensible opinions to support stakeholder decisions