ESOP and ERISA Advisory

Kroll Corporate Finance’ ESOP/ERISA practice is a leading valuation and corporate finance advisor to companies and ERISA fiduciaries.

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
/en/services/corporate-finance/esop-and-erisa-advisory /-/media/feature/services/corporate-finance/esop-erisa-advisory-desktop-banner.jpg service

Contact Us

Stay Ahead with Kroll

Kroll Business services

Business Services

Technology-enabled legal and business solutions for corporate restructurings, settlement administrations, issuer services, agent and trustee services, and other complex support needs.

Business Services
Comprehensive Due Diligence Solution

Compliance and Regulation

End-to-end governance, advisory and monitorship solutions to detect, mitigate and remediate operational security, legal, compliance and regulatory risk.

Compliance and Regulation
Corporate Finance

Corporate Finance and Restructuring

Comprehensive corporate finance, investment banking, restructuring and insolvency services for investors, asset managers, companies and lenders.

Corporate Finance and Restructuring
Cyber Risk

Cyber Risk

Incident response, digital forensics, breach notification, managed detection services, penetration testing, cyber assessments and advisory.

Cyber Risk
Governance, Risk, Investigations and Disputes

Investigations and Disputes

World-wide expert services and tech-enabled advisory through all stages of diligence, forensic investigation, litigation and testimony.

Investigations and Disputes
Restructuring Advisory

Restructuring

Financial and operational restructuring and enforcement of security, including investigation, preservation and realization of assets for investors, lenders and companies.

Restructuring
Valuation Advisory

Valuation

Valuation of businesses, assets and alternative investments for financial reporting, tax and other purposes.

Valuation

Case Studies

Insights

M&A Advisory

Canadian M&A Insights – Summer 2021

M&A Advisory
Valuation

2021 Study of Professional Golfers’ Future Career Value

Valuation
M&A Advisory

Restaurant Sector Update – Spring 2021

M&A Advisory
M&A Advisory

Corporate Finance Accomplishments 2020

M&A Advisory