As a leading valuation and corporate finance advisor to employee-owned companies and ERISA fiduciaries, Duff & Phelps provides structuring, financing and valuation services in ESOP transactions involving both public and nonpublic assets held by ESOPs and other qualified pension plans.
Elyse Bluth, Managing Director in the ESOP and ERISA Advisory practice of Duff & Phelps will be speaking on the panel, Ideal ESOP Structures for Making Acquisitions and Raising Capital, on May 24 at 9:15 a.m. at the 2019 ESOP Association National Conference. She will discuss how ESOP-owned companies can reorganize their capital structure to more effectively allow for outside capital and use its existing equity as acquisition currency, while still preserving the tax-efficient ESOP structure.
Danielle Montesano, Managing Director, also in the firm’s ESOP and ERISA practice will be speaking on the panel, Agency Practitioners Forum - Part I (IRS), on May 23 at 2:00 p.m. This session will feature a panel of representatives from the Department of Treasury and the Internal Revenue Service who will provide commentary on topics of interest to the ESOP community.
Additionally, John Miscione, Senior Advisor in the firm’s ESOP and ERISA Advisory practice, will speak on the panel, Legal and Fiduciary Issues with the Sale of an ESOP-Owned Company on May 24 at 1:30 p.m. This session will focus on the issues confronted when an ESOP company gets an offer for the purchase of the business, or when an ESOP company seeks such an offer.
Comprehensive support throughout mergers and acquisitions and other corporate transactions.Corporate Finance
ESOP and ERISA Advisory
Helping clients navigate the complex financial, regulatory and tax aspects of ESOP transactions.ESOP and ERISA Advisory
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.Fairness and Solvency Opinions
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.M&A Advisory
Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.Valuation Advisory
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