Duff & Phelps : ESOP & ERISA Advisory


Duff & Phelps is one of the leading financial advisors in transactions involving ERISA benefit plans, including employee stock ownership plans (ESOPs). Consistent with our reputation for solving complex financial problems, Duff & Phelps was a pioneer in rendering financial advice to corporations and fiduciaries concerning ERISA- and ESOP-related issues.	See the diversity of our ESOP and ERISA advisory engagements See how we structured a new ESOP for a leading management services client Click here for ESOP and ERISA advisory recent articles Learn about recent ESOP and ERISA news Click here for upcoming ESOP and ERISA advisory events and webcasts Click here for overviews of our ESOP and ERISA advisory services Click here for recent ESOP and ERISA advisory services webcast replays
Corporate finance transactions involving employer securities, including ESOPs and other ERISA benefit plans, are complex and involve many financial and regulatory issues. As an experienced financial advisor and investment banker in these transactions, Duff & Phelps has a strong background in resolving the unique financial and valuation structural issues involving employer securities.
Our broad experience with both private and public companies on employer security issues has made Duff & Phelps the firm of choice for structuring, financing and valuing stock for ESOP and other ERISA plans. We assist our clients by guiding them through the complex financial and valuation implications of the regulatory, legal and tax aspects of ERISA and ESOP transactions.