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David Lee
David Lee

David Lee

Managing Director
Fairness and Solvency Opinions
New York
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David Lee is a managing director in the Transaction Opinions practice and is based in the firm’s New York and London 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.

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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, Oaktree, 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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Ranked No. 1 for Global Fairness Opinions

Ranked no. 1 for U.S., EMEA and Global Fairness Opinions

Duff & Phelps Opinions is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of global fairness opinions for full year 2022 and the past 10 years, according to Refinitiv cumulative data from 2013-2022.

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Ranked no. 1 for U.S., EMEA and Global Fairness Opinions

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Corporate Finance and Restructuring

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

Fairness and Solvency Opinions

Duff & Phelps Opinions is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of U.S. and global fairness opinions over the past 10 years, according to Refinitiv cumulative data from 2013-2022.

Mergers and Acquisitions (M&A) Advisory

Kroll’s investment banking practice has extensive experience in M&A deal strategy and structuring, capital raising, transaction advisory services and financial sponsor coverage. Duff & Phelps acquired Kroll in 2018 and unified under the Kroll brand in 2020.

Financial Sponsors Group

Dedicated coverage and access to M&A deal-flow for financial sponsors. In 2018, Duff & Phelps acquired Kroll and unified under the Kroll brand in 2020.

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.

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. Duff & Phelps acquired Kroll in 2018 and unified under the Kroll brand in 2020.

Private Capital Markets – Debt Advisory

Kroll has extensive experience raising capital for middle-market companies to support a wide range of transactions. Duff & Phelps acquired Kroll in 2018 and unified under the Kroll brand in 2020.

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