Transaction Opinions

Our Transaction Opinions solutions span fairness opinions, solvency opinions, ESOP/ERISA advisory, board and special committee advisory, and complex valuations.

Our team has particular expertise in situations where advisor independence is paramount and scrutiny is elevated.

Our Opinions practice helps boards of directors and special committees formed by boards fulfill their fiduciary responsibilities when considering many corporate transactions.

Key services:

Fairness Opinions
Special Committee Financial Advisor
Solvency Opinions and Surplus Opinions
Commercially Reasonable Debt Opinions
Reasonably Equivalent Value Opinions
ESOP and ERISA Advisory
Complex Valuations

Explore Transaction Opinions

Fairness Opinions

Solvency Opinions

Commercially Reasonable Debt Opinions

ESOP and ERISA Advisory

Since 2005, we have provided more than 1,478 fairness opinions with over $900 billion in deal value for clients contemplating:

Sell side / buy side mergers & acquisitions
Spin-offs, split-ups, divestitures
Going-private transactions
Related-party transactions including General Partner led (“GP-led”) secondaries

Since 2005, we have rendered over 1,324 solvency opinions with over $9.8 trillion in deal value related to:

Dividend recapitalizations
Debt refinancings
Intercompany restructurings
Spin-offs and split-offs
Kroll also has dedicated expertise in Commercially Reasonable Debt Opinions and ESOP and ERISA Advisory.

Connect with Us

Chris Janssen

Managing Director and Global Head of Transaction OpinionsTransaction OpinionsChicago

Chris Janssen chris.janssen@kroll.com +1 312 697 4643

Bob Bartell, CFA

Vice Chairman and Managing DirectorTransaction OpinionsChicago

Bob Bartell, CFA bob.bartell@kroll.com +1 312 697 4654

Corey Bleil

Managing DirectorTransaction OpinionsNew York

Corey Bleil Corey.Bleil@kroll.com +1 2128719937

Elyse Bluth

Managing Director, Transaction OpinionsESOP and ERISA AdvisoryChicago

Elyse Bluth elyse.bluth@kroll.com +1 312 697 4600

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Fairness Opinions

Our Opinions Practice is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of fairness opinions Globally, in EMEA and the U.S. for 2024 according to LSEG (FKA Refinitiv).

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Solvency Opinions

Duff & Phelps Opinions practice is a globally recognized leader in solvency opinions. Since 2005, we have rendered more than 2,585 fairness and solvency opinions for transactions with an aggregate deal value of over $8 trillion.

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Commercially Reasonable Debt Opinions

Kroll Corporate Finance advises companies as to whether the economic terms of their intercompany debt are commercially reasonable. In 2018, Duff & Phelps acquired Kroll and unified under the Kroll brand in 2020.

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Transaction Opinions

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