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Danielle Montesano joined Duff & Phelps in 2018. She is a managing director in the Corporate Finance and ESOP/ERISA Advisory Services practice. Danielle has more than 20 years of experience working with corporate acquisition and sale transactions involving restructuring, valuing and financing public and private securities. She has deep ERISA, corporate structuring, tax, legal, regulatory and finance experience, with functional concentrations in employer securities, ESOPs, board governance and executive compensation.

Danielle began her career practicing benefit and tax law and developed an expertise in ERISA fiduciary matters associated with structuring, implementing and governing Employee Stock Ownership Plans across a variety of industry verticals.

Danielle holds a J.D. from Loyola University Chicago School of Law. She formerly chaired the Legislative and Regulatory Committee of The ESOP Association and is a member of the Advisory Board of Employee Owned S‐Corporations of America. She is a frequent speaker and is nationally recognized for her expertise. She is a Financial Industry Regulatory Authority (FINRA) Registered Representative, holding the FINRA Series 63 and 79 licenses.

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Other Areas We Can Help

Corporate Finance

Corporate Finance

Comprehensive support throughout mergers and acquisitions and other corporate transactions.

Corporate Finance
ESOP and ERISA Advisory

ESOP and ERISA Advisory

Helping clients navigate the complex financial, regulatory and tax aspects of ESOP transactions.

ESOP and ERISA Advisory
Corporate Finance

M&A Advisory

Middle-market M&A advisory differentiated by industry expertise and superior deal execution.

M&A Advisory
Valuation Advisory

Valuation Advisory Services

Valuation and consulting for financial reporting; federal, state and local tax; investment; and risk management purposes.

Valuation Advisory Services

Case Studies

Insights

M&A Advisory

China Transactions Insights – Fall 2021

M&A Advisory
Transaction Advisory

Is There an Investment Opportunity for “Bad” ESG Assets?

Transaction Advisory
M&A Advisory

Diagnostic Imaging Equipment Services Update – Summer 2021

M&A Advisory

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