Independent Valuation Advisory Services for M&A, Investments & Corporate Strategy

Valuation Advisory Services

Advize provides valuation advisory services to CFOs, Boards, and Investment Committees who require independent analysis of what a business, asset, or transaction is worth. We do not provide fairness opinions designed to validate predetermined conclusions. Our role is to deliver rigorous, transparent valuation analysis that connects market pricing to economic fundamentals—ROIC, competitive advantage, and the durability of returns. Valuation is not an exercise in applying multiples; it is a discipline that translates business performance into economic value.

What Our Valuation Advisory Service Covers

• Transaction valuation modelling for acquisitions, divestitures, mergers, and joint ventures.
• Independent valuation review of proposals, bids, and indicative pricing received from counterparties.
• Portfolio and asset valuation for reporting, governance, and decision-making purposes.
• Deal structuring advisory addressing price mechanisms, earnouts, and contingent consideration.
• ROIC and value creation advisory connecting operating performance to enterprise value.
• Acquisition analysis advisory evaluating synergy assumptions, integration costs, and return thresholds.

When Boards, Investors, and Businesses Need Valuation Advisory

• A Board evaluating an unsolicited acquisition offer needs independent analysis of whether the proposed price reflects the company’s intrinsic value and the durability of its competitive position.
• An Investment Committee considering a contested auction requires valuation discipline to avoid overpaying—understanding where value is protected and where it erodes under competition.
• A CFO structuring a divestiture seeks analysis of what standalone economics justify, how carve-out impacts valuation, and where buyer synergies should be captured in pricing.
• A family office evaluating a co-investment opportunity needs analysis that tests sponsor assumptions against independent return expectations.
• A private equity firm preparing exit materials requires defensible valuation analysis that will withstand buyer scrutiny and support pricing expectations.

Our Analytical Approach

Valuation begins with the economics of the business. We analyse ROIC relative to WACC to understand whether and where value is created. A business earning returns below its cost of capital is worth less than its invested capital, regardless of revenue growth or EBITDA margins.

We focus on the persistence of economic profit. Competitive advantage determines how long excess returns survive. Our valuation models incorporate explicit fade assumptions—how quickly returns normalise as competitive dynamics evolve.

Terminal value receives particular attention. In most DCF analyses, terminal value comprises the majority of enterprise value. We test terminal assumptions against competitive reality: market structure, entry barriers, capital intensity, and reinvestment requirements.

Comparable analysis is a cross-check, not a foundation. We use market multiples to calibrate and test DCF conclusions, but we do not substitute peer pricing for fundamental analysis. Multiples reflect market sentiment; economic value reflects business performance.

How This Fits Into Broader Capital Strategy

Valuation advisory services connect to M&A financial modelling when transaction analysis requires detailed modelling of integration, synergies, and pro-forma performance. For transactions involving significant financing, valuation work integrates with debt advisory services and capital structure advisory to ensure that pricing and funding capacity are aligned. The common thread is analytical rigour applied to high-stakes decisions.

Who We Work With

Boards with fiduciary responsibility over transactions, CFOs leading M&A processes, Investment Committees weighing significant acquisitions or disposals, and Family Offices evaluating direct investments and co-investment opportunities. The common requirement is valuation analysis that stands independently of deal momentum.

Valuation decisions deserve analysis that is grounded in economics, not in the preferences of transaction parties. If you are assessing what something is worth, we are available to discuss how our approach might contribute.