Financial Advisory

B. Riley’s investment banking professionals offer a range of financial advisory services, including the following:

• Fairness Opinions
• Business Valuations
• Strategic Planning

Fairness Opinions

Transactions involving exchanges, acquisitions, divestitures and reorganizations often require expert opinions, typically rendered by investment bankers, as to the fairness of the terms of the transaction from a financial point of view. B. Riley has provided fairness opinions to Boards of Directors, special committees, shareholders, trustees, and courts of law. In its due diligence, the Firm reviews the same information required in performing a valuation analysis. In addition, in rendering its opinion, B. Riley analyzes the valuation and structure of the transaction, the form and timing of consideration, and the financial, legal, accounting, and tax implications.

Business Valuations

B. Riley performs in-depth stock valuations for middle-market companies.  Reasons for valuations include estate tax and gift-tax planning, employee stock ownership plans, mergers and acquisitions, buy-sell agreements, stockholder disputes, business interruptions and bankruptcies. 

Strategic Planning 

To reach ones objectives, planning and understanding the competitive backdrop are key components.  In many instances, management does not have a complete picture of the landscape and thus operate without sufficient information. B. Riley’s professionals have the strategic consulting experience to help client companies fill in those gaps so that they may see their options more clearly.  Our unique consulting and banking experience provides a unique perspective on the capital markets and the competitive environment so that the best options can be drawn-up and provided to our client companies.