In what situations is a professional valuation needed?

Valuations are typically involved in M&A transactions – both on the sell side and buy side – as well as in legal proceedings, restructurings, shareholder disputes, and regulatory contexts. The common denominator is that an objective, independent assessment of value is necessary for a well-informed decision. We have extensive experience across all these situations and understand what a credible, defensible valuation requires.

When is a fairness opinion required?

A fairness opinion is typically required when a listed company's board assesses a public takeover bid before recommending it to shareholders. The opinion provides an independent view on whether the offer price is financially reasonable and helps the board fulfill its fiduciary obligations. Getting this right matters – to shareholders and to the board's legal protection.

Why does a valuation or fairness opinion need to come from an independent advisor?

Because the value of the opinion depends entirely on the credibility of its source. A board recommending a transaction to shareholders – or a court relying on a valuation in proceedings – needs to demonstrate that the assessment was conducted by a party with no stake in the outcome. As a firm with no proprietary interests or affiliated financing, Sisu Partners is genuinely independent.

What is the board's role in a valuation or fairness opinion process?

The board selects and engages the advisor, provides or approves access to needed information, and reviews and acts on the completed valuation or opinion. The advisor provides an independent assessment, and the board makes the final decision. We work closely with boards to ensure a clear and well-communicated process.

Valuations and fairness opinions

Sisu Partners provides independent valuation and fairness opinion services to support strategic evaluations, transactions, and regulatory requirements.

Professional valuation advisory for various corporate situations

Our analyses combine financial modelling, market evidence, and industry insight to deliver a clear view of value and help boards, owners, and other stakeholders make well-informed decisions.

We conduct valuations for

mergers and acquisitions
debt advisory and restructurings
minority transactions
public tender offers (PTOs)
incentive schemes
other corporate purposes, like arbitrations, litigations, and other dispute situations

Independent fairness opinions for takeover situations

When required, we provide fairness opinions assessing the financial reasonableness of a proposed transaction from a shareholder perspective.

Our independence ensures objective and credible assessments backed by strong transaction experience and analytical discipline – providing confidence and transparency in key corporate decisions.

References

Trusted corporate finance advisory

With decades of experience advising companies of all sizes, backgrounds, and ownership structures in Finland and internationally, we know how to make your next move count.

Sisu Partners provided a Fairness Opinion in the public cash tender offer of Avidly

August 2022

Read the case

Sisu Partners provided Fairness Opinion to Yleiselektroniikka Oyj on the acquisition of Machinery Group Oy

February 2020

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Sisu Partners advised the Administrator of Stockmann plc’s corporate restructuring

December 2020

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Sisu Partners advises Comptel in Nokia’s tender cash offer

February 2017

Read the case

Frequently asked questions

In what situations is a professional valuation needed?: Valuations are typically involved in M&A transactions – both on the sell side and buy side – as well as in legal proceedings, restructurings, shareholder disputes, and regulatory contexts. The common denominator is that an objective, independent assessment of value is necessary for a well-informed decision. We have extensive experience across all these situations and understand what a credible, defensible valuation requires.

When is a fairness opinion required?: A fairness opinion is typically required when a listed company’s board assesses a public takeover bid before recommending it to shareholders. The opinion provides an independent view on whether the offer price is financially reasonable and helps the board fulfill its fiduciary obligations. Getting this right matters – to shareholders and to the board’s legal protection.

Why does a valuation or fairness opinion need to come from an independent advisor?: Because the value of the opinion depends entirely on the credibility of its source. A board recommending a transaction to shareholders – or a court relying on a valuation in proceedings – needs to demonstrate that the assessment was conducted by a party with no stake in the outcome. As a firm with no proprietary interests or affiliated financing, Sisu Partners is genuinely independent.

What is the board’s role in a valuation or fairness opinion process?: The board selects and engages the advisor, provides or approves access to needed information, and reviews and acts on the completed valuation or opinion. The advisor provides an independent assessment, and the board makes the final decision. We work closely with boards to ensure a clear and well-communicated process.