Advisory
Erickson Partners also has experience and ability to assist clients in the role of a trusted advisor. Some of these roles include issuing opinions of fairness, solvency and capital adequacy. It also includes buy and sell side advisory and transition and succession planning. Our core understanding of valuation concepts and client service allows us to help our clients make the most informed and best decisions possible.

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• Fairness Opinions
• Solvency Opinions

Fairness Opinions
Erickson Partners can assist boards of directors, investors, trustees and other corporate and organizational leaders in fulfilling their fiduciary responsibilities by providing them with independent opinions about the financial fairness of a pending transaction.

A complete analysis, including careful assessments of the planned transaction as well as alternatives, allows clients to make informed decisions in the interests of their constituencies. A well-timed autonomous analysis may establish that fiduciaries have sufficiently considered the planned transaction and the potential alternatives, and have appropriately exercised their business judgment

Solvency Opinions
Leveraged transactions, stock redemptions, and dividend distributions may each run the risk of causing fraudulent conveyance or a fraudulent transfer of assets. The penalties for fraudulent conveyance can be harsh: liability for directors, loss of security interests for lenders, stakeholders could be forced to return transaction proceeds, and more.

A solvency opinion is a financial opinion issued typically at the close of a transaction that addresses certain financial tests of solvency. The opinion is often required by boards and/or lenders as additional protection in the case of a subsequent fraudulent conveyance attack.

Erickson Partners has historically rendered solvency opinions on behalf of lenders and other parties and has the experience and expertise to assist our clients in the best way possible.