ESOP and ERISA Advisory
Kroll's ESOP/ERISA practice is a leading corporate finance and valuation advisor to companies and ERISA fiduciaries.
With completing over 1000 assignments, we are the firm of choice for structuring, raising financing, fairness opinions, and valuing stock in employee stock ownership plan (ESOP) transactions and nonpublic assets, including employer securities held by ESOPs and ERISA pension plans. A pioneer in ESOP planning and transaction execution, we guide principals, companies and fiduciaries through the complex financial and valuation implications of the financial, regulatory and tax aspects of these transactions.
ERISA Advisory
- Valuations related to the sale, purchase, or contribution of stock to ERISA plans
- Valuation of illiquid assets, such as limited partnership interests or real estate, held in ERISA plans
- Advising ERISA fiduciaries in transactions
- Fairness and valuation opinions related to transactions by ERISA plans in illiquid assets
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Mergers and Acquisitions (M&A) Advisory
Kroll’s top ranked M&A Advisory practice spans sell-side, buy-side, due diligence, deal strategy and structuring, and capital raising.
Fairness Opinions
Our Opinions Practice is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of fairness opinions Globally, in EMEA and the U.S. for 2024 according to LSEG (FKA Refinitiv).
Restructuring
Financial and operational restructuring and enforcement of security, including investigation, preservation and realization of assets for investors, lenders and companies.
Transaction Advisory Services
Kroll’s Transaction Advisory Services platform offers corporate and financial investors with deep accounting and technical expertise, commercial knowledge, industry insight and seamless analytical services throughout the deal continuum.
Debt Advisory
Kroll has extensive experience raising capital for middle-market companies to support a wide range of transactions.
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Transaction Opinions
Our Transaction Opinions solutions span fairness opinions, solvency opinions, ESOP/ERISA advisory, board and special committee advisory, and complex valuations.
Distressed M&A and Special Situations
Kroll professionals have advised hundreds of companies, investors and other stakeholders at all stages of distressed transactions and special situations.
Preparing a Family Business for Sale
Discover how Kroll’s M&A Advisory and Investigations teams helped a family company sell their business through constructing a robust financial projection model to attract lenders and investors.
