ESOP and ERISA Advisory

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

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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

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Elyse Bluth
Elyse Bluth
Managing Director
ESOP and ERISA Advisory
Chicago
Phone
Christopher Janssen
Chris Janssen
Managing Director and Global Head of Transaction Opinions
Fairness and Solvency Opinions
Chicago
Phone
Bob Bartell
Robert A. Bartell, CFA
President, Corporate Finance
Corporate Finance and Restructuring
Chicago
Phone
Sheryl Cefali
Sheryl Cefali
Managing Director
Fairness and Solvency Opinions
Los Angeles
Phone
David Turf
David Turf
Managing Director
Fairness and Solvency Opinions
Chicago
Phone

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