ESOP and ERISA Advisory

Kroll's ESOP/ERISA practice is a leading valuation and corporate finance advisor to companies and ERISA fiduciaries.

Contact us
/en-ca/services/corporate-finance/esop-and-erisa-advisory /-/media/feature/services/corporate-finance/esop-erisa-advisory-desktop-banner.jpg service

We are the firm of choice for structuring, raising financing 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.

ESOP and ERISA Advisory and Valuation Services
  • Transaction design, structuring and financing
  • Fairness opinions
  • Feasibility studies
  • Valuations
  • Sustainability consulting
  • Mergers and acquisitions
  • Valuations of illiquid assets held in ERISA plans
  • Assisting fiduciaries in monitoring investments
  • Advising ERISA fiduciaries in transactions, including IPOs

People

Howard Johnson
Howard Johnson
Head of Canadian M&A Advisory and Country Leader
M&A Advisory
Toronto
Phone
Chris Nobes
Chris Nobes
Managing Director, Technology Expert, Testifying Expert
Expert Services
Toronto
Phone
Elyse Bluth
Elyse Bluth
Managing Director
ESOP and ERISA Advisory
Chicago
Phone
Devin Kennealy
Director
M&A Advisory
Toronto
Phone

How we can help

Valuation Services

Kroll provides valuation and asset appraisal for financial reporting, income tax, investment and risk management purposes.

Strategic Value Advisory

Kroll helps clients enhance fundamental company value by optimizing their transaction, investment, growth and operational strategies.

M&A Advisory

Kroll is a leading middle-market M&A advisor.

Transaction Advisory Services

Kroll's Transaction Advisory Services enable buyers, sellers and lenders to maximize value throughout the transaction process.

M&A Advisory


Canadian M&A Insights – Summer 2021

Aug 03, 2021

by Devin Kennealy

M&A Advisory


Canadian M&A Insights – Winter 2021

Feb 10, 2021

by Howard JohnsonDevin Kennealy

M&A Advisory


Canadian M&A Insights – Summer 2020

Aug 13, 2020

by Howard JohnsonDevin Kennealy

M&A Advisory


Energy Sector Update – Spring 2020

Apr 07, 2020

by James RebelloJed DiPaoloMartin Rubio