A Fairness Opinion is a professional, independent evaluation provided to stakeholders—typically boards of directors, investors, or regulators—assessing whether the financial terms of a transaction are fair and reasonable from a financial perspective.
The opinion on fairness is provided by an independent third party professional evaluation. Why is it required? Whenever there is a financial transaction happening there are some terms decided to facilitate the deal. Fairness opinion helps the clients to see whether the deal negotiated is fair for them and helps in avoiding any unfavourable deals. When financial transactions involve complex scenarios like merger and acquisition, restructuring etc., it becomes very important to check the fairness of the deal to protect client interest..
Protect Stareholders: Safeguard interests of shareholders by providing fair and reasonable pricing.
Support Decision-Making: Providing board of directors and committees with an objective view for approving or negotiating transaction terms.
Reduce Litigation Risks: Demonstrate due diligence and good faith in transaction negotiations, minimizing legal challenges that may arise later if the parties involved do not deem the transaction fair.
At CompaniesNext, we help you make confident decisions with our thorough Fairness Opinion services. Our team digs deep into the numbers and keeps up with all the latest rules to make sure you’re getting a fair deal. Here’s what we do::
We carefully assess the value of any shares, assets, or businesses involved in the transaction
We review how the deal is structured and whether the terms make sense
We compare the deal with similar transactions happening in the market to give it a real world context
Providing clear detailed report that includes all our reasoning, assumptions and our process
Support during regulatory filings and shareholder communications
Independent and Objective: We never compromise in our independence and objectivity and maintain a strict adherence to facts.
Robust Financial Analysis: If we are known for something then it would be deep diving in the numbers. We are a team of fanatic analysts who love turning every stone so be assured of a robust analysis where we utilise a number of methodologies depending upon the case.
Regulatory Alignment: Our experienced professionals with extensive regulatory knowledge always review the projects to check regulatory alignment.
Clear Communication: Comprehensive and transparent documentation to assist informed decision-making.
Our seasoned team combines deep valuation expertise with industry insight and regulatory knowledge to provide Fairness Opinions that instill confidence in your corporate decisions. Whether for public companies, private firms, or cross-border transactions, we deliver timely, reliable, and defensible opinions.
📩 Need an expert Fairness Opinion? Reach out to CompaniesNext to discuss how we can support your next transaction with clarity and assurance.
FAQ’s
What is a Fairness Opinion?
A professional independent opinion on the terms for the financial transaction to check for fairness to the client.
Who requires a Fairness Opinion?
Boards of directors, shareholders, regulatory bodies (e.g., SEBI, NCLT), and investors.
Is a Fairness Opinion mandatory?
While not always mandatory, it is strongly recommended for related party transactions, delistings, and schemes of arrangement.
Do you work with listed companies?
Yes, we have experience handling SEBI-regulated transactions and listed company requirements.
Can the opinion help in regulatory approval?
Yes, a fairness opinion can strengthen your case in SEBI, NCLT, or other statutory reviews.
What valuation methods do you use?
DCF, market comparables, precedent transactions, and NAV—based on deal type and industry.
Do you issue the opinion in line with legal and audit standards?
Yes, our reports comply with Companies Act, SEBI regulations, and ICAI valuation standards.
Will you coordinate with legal advisors?
Absolutely. We work closely with law firms, merchant bankers, and compliance teams.
Is there a conflict of interest?
No. We act independently and avoid situations where our objectivity could be compromised.
What’s the typical turnaround time?
7 to 14 business days depending on the deal complexity and data availability.
