Thu, Jun 18, 2020

Bob Bartell Shares His Views on Restructuring an ESOP Company

Bob Bartell, Global Head of Corporate Finance at Duff & Phelps, recently participated in a webcast on restructuring an ESOP company with Alston & Bird, GreatBanc Trust Company and J.P. Morgan. The speakers discussed current restructuring issues unique to employee stock ownership plan (ESOP) companies, focusing specifically on the impacts and implications of the current environment on ESOP companies.

Duration: 60 minutes


  • The current environment
  • Challenges for ESOPs during economic downturns
  • Duty of directors versus duty of trustee
  • Zone of insolvency and fraudulent conveyance
  • Potential pre-bankruptcy alternatives
  • Unique features typical to ESOP companies

Corporate Finance and Restructuring

M&A advisory, restructuring and insolvency, debt advisory, strategic alternatives, transaction diligence and independent financial opinions.

ESOP and ERISA Advisory

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

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.