On August 23, the SEC finalized a new rule (IA-6383) requiring private fund advisers to obtain fairness opinions or valuation opinions in connection with adviser-led secondary transactions.

Webinar Duration 25.47

During this webinar, we will:

  • Review the SEC’s new requirements for valuations or fairness opinions for adviser-led secondary transactions;
  • Discuss the differences between fairness opinions and valuation opinions;
  • Share tricks on how to save money on the professional fees for these engagements.


Nick Newsad – Senior Manager, LBMC