Geon Lee is a managing director the Transaction Advisory Services practice, based in the Boston office. He leverages more than 20 years of due diligence experience advising private equity firms, corporate clients, and lenders with buy-side and sell-side due diligence engagements in retail, consumer products, manufacturing, healthcare, media, telecommunication, business services, software and technology.
Prior to joining the firm, Geon, was a managing director in FTI Consulting Inc.’s transaction advisory services practice. Before that he held the title of director in the transactions services group of PricewaterhouseCoopers LLP. Earlier in his career he was a director at KPMG LLP.
Geon has advised on contract structuring and negotiations, working capital and purchase price adjustments, and technical accounting advisory engagements. He has extensive cross-border experience and has led transactions based in the United Kingdom, Canada, France, Italy, the Netherlands, Spain, Germany and Hong Kong.
Geon received his BA in economics-accounting from Claremont McKenna College. He is a Certified Public Accountant licensed in Massachusetts.
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Corporate Finance and Restructuring
Middle Market M&A, Strategic Advisory, Debt Advisory and Private Capital Markets, Restructuring and Insolvency Services, Financial Due Diligence, Fairness Opinions, Solvency Opinions and ESOP/ERISA Advisory
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.
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.