David Lee

Managing Director and Head of EMEA Transaction Opinions

David Lee +1 212 871 0241 [email protected]

AT A GLANCE

David Lee is a managing director and Head of EMEA Transaction Opinions and is based in the firm’s London and New York offices. David has over 15 years of experience in advising companies, boards of directors, special committees, limited partner advisory committees, corporate counsel, trustees, and shareholders.

David specializes in the execution of transaction opinions and valuations in the context of mergers & acquisitions, private placements, and recapitalization transactions. He has provided fairness and/or solvency opinions in a variety of public and private company transactions, including GP-led secondary recapitalizations, take-privates, leveraged buyouts, reverse mergers, tender offers, related-party transactions, spin-offs, capital raises, dividend recapitalizations, and de-SPAC transactions.

David’s clients represent a broad range of industries including software, healthcare, aerospace and defense, transportation & logistics, consumer products, telecommunications, media, and manufacturing, among others. Along with numerous corporate clients, he has executed engagements for private equity and hedge fund clients including Apollo, Blackstone, Carlyle, Fortress, KKR & Co., Leonard Green & Partners, and Summit Partners, among others.

David received his M.B.A. in finance from the Fordham Graduate School of Business and B.S. in finance from The Pennsylvania State University. David holds the Financial Industry Regulatory Authority Series 7 and 63 licenses. David also holds the Chartered Financial Analyst (“CFA”) designation.

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Kroll Named 2025 Global Leader in Fairness Opinions

Kroll continues to set the standard among independent financial advisors with its market-leading Transaction Opinions practice. Over the 20 years that the team has maintained its leadership position, Kroll has rendered over 1,500 fairness opinions worldwide, covering transactions with an aggregate deal value exceeding $1 trillion.

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Kroll Named 2025 Global Leader in Fairness Opinions

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