Corporate Finance
Comprehensive support throughout mergers and acquisitions and other corporate transactions.
Corporate FinanceManaging Director and Global Head of Corporate Finance
Bob Bartell, CFA is a managing director and global head of the Duff & Phelps Corporate Finance business unit and CEO of Duff & Phelps Securities, LLC, a FINRA registered broker/dealer. Prior to his current role, Bob managed the firm’s Fairness and Solvency Opinions practice and founded the firm’s first PE Financial Sponsor Coverage (FSG) team. Bob joined Duff & Phelps in 1997. He specializes in a broad array of corporate finance engagements, including fairness and solvency opinions, M&A advisory, financial restructuring, ESOPs, shareholder disputes and private placements.
Bob has extensive experience in cross-border M&A transactions. Between 2008 through 2010, Bob worked in the U.K. in the firm’s London, England office and helped grow the firm’s European corporate finance practice through a combination of acquisitions and strategic hires. Bob has advised on a number of going-private transactions involving UK, Chinese, French, Canadian and Brazilian companies listed on public stock exchanges.
Prior to joining Duff & Phelps in 1997, Bob worked in the commercial banking department at BMO Harris from 1993 to 1997. 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 is currently a member of The Economic Club of Chicago, The Executives Club of Chicago and The Chicago Commonwealth Club. He is also a national board of director of Camp Kesem, a nationwide community, driven by passionate college student leaders, that supports children through and beyond their parent’s cancer. Bob also serves on the committee of the National Kidney Foundation of Illinois for the Middle Market Open charity event and the committee for the Lurie Children’s Hospital Pro-AM charity event.
A few of Bob's financial advisory client engagements include:
Comprehensive support throughout mergers and acquisitions and other corporate transactions.
Corporate FinanceMiddle-market M&A advisory differentiated by industry expertise and superior deal execution.
M&A AdvisoryDedicated coverage and access to M&A deal-flow for financial sponsors.
Financial Sponsors GroupIndependent opinions for boards of directors and special committees.
Fairness and Solvency OpinionsAdvisory on capital structure, interest rate, and the other economic terms of debt securities.
Commercially Reasonable Debt OpinionsHelping clients navigate the complex financial, regulatory and tax aspects of ESOP transactions.
ESOP and ERISA AdvisorySeamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory ServicesFinancial and operational solutions for distressed and special situations.
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