M&A Updates
Financial Institutions Group M&A Industry Insights—Winter 2024
by Alexander Weiterer, Jonathan Jacobs, Andreas Stoecklin, Rebecca Nelson, David Liu, Bob Bartell, CFA, Joanna Bartecki
Bob Bartell, CFA, is the Vice Chairman and Managing Director of Kroll, based in Chicago.
Bob Bartell, CFA, is the Vice Chairman and Managing Director of Kroll, based in Chicago.
As Vice Chairman, Bob provides strategic direction to the firm’s CEO and executive leadership team, manages key client and referral relationships for the firm and provides senior leadership and mentorship to many of his Kroll colleagues. Since joining the firm in 1997, Bob has held a variety of leadership positions, including President of Kroll Corporate Finance and CEO of Kroll Securities, LLC, a FINRA registered broker/dealer, global practice leader of the firm’s Fairness Opinions Practice and led the formation of the firm’s M&A advisory practice’s Financial Sponsors Group. During his tenure, Bob has specialized in a broad array of corporate finance advisory engagements, including fairness opinions, solvency opinions, M&A advisory, financial restructurings, ESOP’s, shareholder disputes, financial due diligence, strategic advisory and debt advisory.
Bob has extensive experience in cross-border M&A transactions. Notably, while working at Kroll’s London office from 2008-2010, he expanded the firm’s European Corporate Finance practice through a combination of acquisitions and strategic hires. Bob was also instrumental in opening the firm’s Corporate Finance branches in Brazil, China and India. He has advised on a number of going-private transactions involving UK, Chinese, French, Canadian and Brazilian companies listed on public stock exchanges. Before joining Kroll, Bob worked in the commercial banking department at BMO Harris.
Bob holds an MBA from The University of Chicago Booth School of Business and a B.S. in agricultural economics from The University of Illinois-Champaign. He is a Chartered Financial Analyst (CFA) Charterholder and holds the FINRA Series 7, 79, 24 and 63 licenses.
Bob has contributed his time and energy to many non-profit organizations including Camp Kesem, the National Kidney Foundation of Illinois’ Middle Market Open, Chicago Commonwealth Club, The Economic Club of Chicago, Crohn’s & Colitis Foundation, The President’s Council of the University of Notre Dame, The Chicago Blackhawks 1926 Honor Society and Lurie Children’s Hospital of Chicago.
A few of Bob's financial advisory client engagements include:
Duff & Phelps Opinions is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of global fairness opinions for full year 2022 and the past 10 years, according to Refinitiv cumulative data from 2013-2022.
M&A advisory, restructuring and insolvency, debt advisory, strategic alternatives, transaction diligence and independent financial opinions.
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Duff & Phelps Opinions is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of fairness opinions in the U.S., EMEA (Europe, the Middle East and Africa), Australia and Globally in 2023 according to LSEG (FKA Refinitiv).
Advisory on capital structure, interest rate, and the other economic terms of debt securities.
#1 ranked provider of fairness opinions for boards of directors and special committees.
Duff & Phelps Opinions practice is a globally recognized leader in solvency opinions. Since 2005, we have rendered more than 2,585 fairness and solvency opinions for transactions with an aggregate deal value of over $8 trillion.
Kroll's Corporate Finance ESOP/ERISA practice is a leading corporate finance and valuation advisor to companies and ERISA fiduciaries.
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.
Kroll professionals have advised hundreds of companies, investors and other stakeholders at all stages of distressed transactions and special situations.
by Alexander Weiterer, Jonathan Jacobs, Andreas Stoecklin, Rebecca Nelson, David Liu, Bob Bartell, CFA, Joanna Bartecki
by Howard Johnson, Bob Bartell, CFA, Devin Kennealy, Chris Nobes, Stephanie Lau
by Bob Bartell, CFA, Josh Benn, Mark Kramer, Devin Kennealy, Howard Johnson, Farzad Mukhi, Stephanie Lau, Jennifer Terrell
by Nicholas Collins, Matt De La O, Rory O'Sullivan, Scott Munro, Bob Bartell, CFA, Philipp Bose, Efraim Chalamish