Situation

A listed company proposed a related party transaction involving asset transfer within the promoter group. As per regulatory requirements, an independent fairness opinion was required.

Challenges

• High scrutiny from public shareholders and regulatorsnEnsuring independence and transparencynValuation of strategic assets with limited comparablesnTight disclosure timelines

Approach

• Conducted independent valuation review using multiple methodologiesnBenchmarked against market and transaction datanAssessed fairness from a minority shareholder perspectivenPrepared clear, concise fairness opinion report

Outcome

• Supported board and audit committee decision-makingnEnhanced transparency in disclosuresnStrengthened investor confidencenFacilitated smooth transaction execution