Strategic Advisory & Other M&A
TrueNorth also provides services that are not transactional in nature, such as assessments of strategic
and financing alternatives, valuations, and fairness opinions. These services, which result in written
reports and presentations, require thorough due diligence of our clients and their industries and are based on our knowledge and research of the current private M&A and capital markets.
All fairness opinions and most valuation analyses are related to M&A or restructuring transactions being contemplated by our clients. In many of these cases, TrueNorth also performs the transaction advisory services for the client. Outside of transaction-related valuations, there many other situations that give rise to valuation work, including trust/estate requirements, related-party transactions, tax purposes, and accounting purposes such as purchase price allocations and goodwill impairment tests.
As a private, independent investment banking firm that is active in various markets for middle-market companies, TrueNorth is free of internal and external conflicts and is able to provide real-world assessments, opinions, and recommendations