David Rowe | Transaction Opinions | Kroll Chicago



Managing Director, Transaction Opinions

David Rowe is a managing director in the Corporate Finance and Transaction Opinions practice, based in Chicago.

He has over 22 years of experience advising boards of directors and senior executives on financial matters and M&A transactions and specializes in providing fairness opinions, solvency opinions, business valuations and other board advisory services to public and private companies and their boards of directors.

David has advised clients on corporate transactions including capital raising, GP-led secondaries/continuation fund transactions, acquisitions, going-private, leveraged buyouts, asset sales, spin-offs, recapitalizations, related-party transactions, SPACs, and ESOP transactions. He has experience in a wide range of industries including financial institutions (banks, investment managers, insurance), energy/power/renewables, industrial products, technology, healthcare, consumer/retail and engineering/construction.

David’s clients include, among others, private equity firms KKR, Advent International, Arbor Investments, Evergreen Coast Capital, Entrepreneurial Equity Partners, Acorn Growth Strategies and companies including Citadel Investment Group, Pacific Life, Morningstar, Peabody Energy, TXU, Renewable Energy Group, Green Plains Renewable Energy, and Spencer Stuart.

David was an investment banker with Bear Stearns & Co. Inc. and was with Kroll until 2010. Prior to re-joining Kroll, David was a corporate finance professional with Northern Trust and Citadel where he assisted with M&A transactions and served in senior executive roles.

David received his MBA in finance and accounting from The University of Chicago Booth School of Business and his BSE in Industrial and Operations Engineering (magna cum laude) from the University of Michigan. He is a Financial Industry Regulatory Authority (FINRA) registered representative, holding the FINRA Series 7 and 63 licenses.

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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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 fairness opinions in the U.S., EMEA (Europe, the Middle East and Africa), Australia and Globally in 2023 according to LSEG (FKA Refinitiv).

Financial Sponsors Group

Dedicated coverage and access to M&A deal-flow for financial sponsors.

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.

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.

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.

Commercially Reasonable Debt Opinions

Advisory on capital structure, interest rate, and the other economic terms of debt securities.