Eqvista Public DealShield

When a Public Company is involved in a M&A transaction, the stakes for the Board are very high!

You’ve made a bold move-your private company is acquiring a public one. But with this opportunity comes regulatory weight. Before the next 10-K (or 10-Q), you need Fair Market Valuation, Fairness Opinion, Public Company Disclosures (Compliance, GAAP Review), and Purchase Price Allocation, that stands up to SEC scrutiny.

Use Cases

• Merger, acquisition, or sale of substantially all assets
• Tender offer
• Going-private transaction (management buyout, insider-led)
• Private companies acquiring public companies
• Public companies acquiring private companies
• Reverse Mergers
• SPACs
• Legal teams preparing post-merger filings
• CFOs reconciling purchase accounting
• Boards requiring independent deal validation
• Audit teams supporting public reporting

What’s Included

• Fair Market Valuation (FMV): Market-based valuation of the acquired public entity, with defensible methodology, sector benchmarking, and integration assumptions.
• Fairness Opinion: Independent valuation-based opinion for the acquiring company’s board, validating that the terms of the acquisition are fair and support fiduciary responsibility.
• Disclosure Documentation: SEC-ready language and data sets that inform and feed directly into 10-Q, 8-K, and other public reporting materials i.e., 14A disclosures.
• Purchase Price Allocation (PPA): ASC 805-compliant PPA model, allocating purchase price across tangible and intangible assets (IP, goodwill, etc.) to ensure accurate GAAP reporting.

Why It Matters

We’ll ensure that the numbers are defensible, the opinion is independent, and the valuation is fully reconciled.

Why CFOs and Legal Teams Choose Eqvista

• Over $200B in modeled valuation data
• Deep expertise in private, public and cross-structure M&A
• Full compliance with ASC 805, ASC 820, and GAAP
• Accelerated delivery to match SEC filing windows
• Trusted by boards, lawyers, and auditors.

Recent Use Cases

Use Case One: Reverse Merger

A high-growth private company (valuation: $120M) acquires a public company entity. The client needed a fair market valuation (FMV) to justify the tender price to the investors in the private company, and the shareholders in the public entity. To support the transaction, a FMV was needed, a Fairness Opinion, 14A proxy disclosures and then, post-acquisition, an ASC 805 and 820.

The companies will merge under the public company’s ticker. The deal timeline was very tight.

Use Case Two: M&A

Public Company >$1B Market Cap, acquires a series of private companies. The timeline was tight for each transaction (one week). Each transaction required a full complement of FMV, Fairness Opinion, various public disclosures (SEC-required), a 14A proxy, and post-close, ASC 805 and 820 measurement and treatment.

Eqvista Is Engaged To Deliver

• A robust FMV of the public target
• A board-facing Fairness Opinion
• SEC-aligned disclosure package
• A full ASC 805-compliant PPA

Regular or Expedited completion, meeting annual and quarterly filing requirements; accurate, audit and investor defensible.

What Makes Public DealShield Different?

Most providers handle just one piece-FMV or PPA or fairness. Eqvista delivers a comprehensive approach, so you don’t miss a step or file late.

Because when a public company does a deal, there’s no room for error!

What If You Get It Wrong?

• SEC Delays
• Auditor Pushback
• Wasted Board Cycles
• Shareholder Lawsuits
• Refilings or Restatements
• Reputational Harm
• M&A Unwind

Avoid that spiral. Get it done right, the first time.

With Eqvista Public DealShield, You’re Covered

• FMV, PPA, and Fairness Opinions
• GAAP and ASC-aligned methodologies and deliverables
• SEC disclosure, board, investor and auditor support
• Fast-tracked to meet demanding deal deadlines
• Trusted by boards and CFOs navigating complex M&A