Valuation & Fairness Opinions

Offering valuations of privately-held and publicly-traded companies, business units, minority ownership positions and partnership units.

SMG Securities professionals have extensive experience in the valuation of privately-held and publicly-traded companies, business units, minority ownership positions and partnership units. The firm’s valuation studies have been used by boards of directors, company owners, management teams, and trustees-in-bankruptcy for a wide variety of applications including purchase or sale transactions, shareholder disputes, and strategic planning.

Valuation Services

SMG Securities Valuation Services Group offers:

  • Valuations to formulate corporate strategy or evaluate shareholder value issues
  • Valuations for:
    • Restructurings, workouts or bankruptcy proceedings
    • Private equity funds for portfolio investments
    • Minority interest buyouts and shareholder disputes
    • Employee Stock Ownership Plans
    • Capital raises

Fairness Opinions

In addition, SMG Securities professionals have completed numerous fairness opinions that have accompanied documents filed with the Securities and Exchange Commission and other government or judicial bodies.