Sales, Divestitures and Mergers
Acquisitions
Management Led Buyouts
Raising Capital


Fairness Opinions
Valuations
Strategic Alternatives Analysis
Intangible Asset Valuations

 

FAIRNESS OPINIONS

Increasingly, corporate transactions face scrutiny from shareholder groups and other constituencies. Curtis Financial Group issues fairness opinions to assist corporate fiduciaries making decisions that affect the financial interests of key stakeholders, and to protect themselves in the event a transaction is challenged. A fairness opinion can help to reassure boards of directors, special committees and shareholders that the price being paid or received in a transaction is fair from a financial point of view.

Curtis Financial's professionals have issued more than 125 fairness opinions to the boards of directors of public and private companies of all sizes. We endeavor to structure each engagement to eliminate potential conflicts of interest, thereby ensuring the delivery of an objective fairness opinion to our clients. Fairness opinions are typically warranted when businesses are faced with one of the following situations:

  • Management buyouts and going private transactions;
  • Non-competitive corporate sale processes;
  • Related-party transactions;
  • Down-round financings and equity recapitalizations;
  • Conflicts between investors in multiple classes of equity, and
  • Existing advisors with potential conflicts of interest.

Our fairness opinions are formed only after carefully examining all the relevant information, and the transaction's potential impact on shareholders. Curtis Financial has a proven track record of success in working closely with our clients' legal advisors and responding to SEC inquiries.

Representative List  

Advanced Surgical, Inc.

Aero Services International, Inc.

Allen Organ Corporation

Aloette Cosmetics, Inc.

American Locker

Anaheim Foundry

Berkshire Bancorp, Inc. (NASDAQ: BERK)

Bio-Pharm Clinical Services

BT Financial Corp.

Canisco Resources

Commonwealth Bancshares Corp.

Community Financial Holding Corp.

CorCell, Inc.

Covenant Bankcorp

Elverson National Bank

EOI Corporation

Excess Reinsurance Company

First Keystone National Bank (OTCBB: FKYS)

Franklin Financial Services Corp. (NASD: FRAF)

GWC CorporationHill International, Inc./Advantix

Hanover Foods

Hill International/Advantix

Holt's Cigar Holdings, Inc.

Intelligent Electronics

 

Irex Corporation (OTC: IREX.PK)

Jade Financial Corp.

Lincoln Savings Bank

Logistics.com, Inc.

Lucid Security Corp.

McM Corp.

Neoware Systems

NOVA Financial Holdings Inc.

Nuclear Support Services, Inc.

Numerex Corp.

Prestige Community Bank

Prime Source

PSB Bancorp, Inc. (NASD: PSBI)

Reading Company

Regency Equities

Senior Care Center of America, Inc.

Starcite, Inc.

Swigart Associates

Tinton Falls/Community First Banking Co.

Two River Community Bank (OTC: TWRV)

United Security Assurance, Inc.

USData Corporation

Verlan Holdings, Inc.

 

 

No offerings of securities are made through this site; all securities are offered exclusively through Curtis Securities, LLC,
a registered broker-dealer, member FINRA (www.finra.org), and SIPC.

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