ESOP and ERISA Advisory
Kroll Corporate Finance’ ESOP/ERISA practice is a leading valuation and corporate finance advisor to companies and ERISA fiduciaries.
Contact usCorporate Finance and Restructuring
-
M&A Reports M&A Reports
We are the firm of choice for structuring, raising financing and valuing stock in employee stock ownership plan (ESOP) transactions and nonpublic assets, including employer securities held by ESOPs and ERISA pension plans. A pioneer in ESOP planning and transaction execution, we guide principals, companies and fiduciaries through the complex financial and valuation implications of the financial, regulatory and tax aspects of these transactions.
ESOP and ERISA Advisory and Valuation Services
- Transaction design, structuring and financing
- Fairness opinions
- Feasibility studies
- Valuations
- Sustainability consulting
- Mergers and acquisitions
- Valuations of illiquid assets held in ERISA plans
- Assisting fiduciaries in monitoring investments
- Advising ERISA fiduciaries in transactions, including IPOs
See all servicesStay Ahead with Kroll
Cyber Risk
Incident response, digital forensics, breach notification, managed detection services, penetration testing, cyber assessments and advisory.
Technology M&A Practice Advised Rockley Photonics on Its Investment from Medtronic
received investment from
Kroll’s Technology M&A Practice Advised Instec on Its Acquisition by Insurity
has been acquired by
a portfolio company of
Duff & Phelps Advised Maxsys Solutions and Maxsys Financial Solutions on its Sale to Yoh
has been acquired by
Duff & Phelps Advised Direct Marketing Solutions, Inc. On Its Sale to Main Street Capital Corporation
a portfolio company of Caymus Equity Partners and Centerfield Capital Partners, has been acquired by
