ESOP and ERISA Advisory
Duff & Phelps’ ESOP/ERISA practice is a leading valuation and corporate finance advisor to companies and ERISA fiduciaries.
We are the firm of choice for structuring, raising financing and valuing stock in employee stock ownership plan (ESOP) transactions and nonpublic assets, including employer securities held by ESOPs and ERISA pension plans. A pioneer in ESOP planning and transaction execution, we guide principals, companies and fiduciaries through the complex financial and valuation implications of the financial, regulatory and tax aspects of these transactions.
ESOP and ERISA Advisory and Valuation Services
- Transaction design, structuring and financing
- Fairness opinions
- Feasibility studies
- Sustainability consulting
- Mergers and acquisitions
- Valuations of illiquid assets held in ERISA plans
- Assisting fiduciaries in monitoring investments
- Advising ERISA fiduciaries in transactions, including IPOs
Objective valuations for financial reporting, tax and management planning purposes.
Strategic Value Advisory
Assistance evaluating strategic alternatives and identifying growth strategies.
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
View key 2020 industry trends as well as some of our recent corporate finance transactions with our incredible clients.
Measuring Their Shot – A Study of Professional Golfers’ Future Career Value
Corporate Finance Accomplishments and 2020 Industry Trends
Millennials and Auto Trends Report
Canadian M&A Insights – Summer 2020
Professional Golfers’ Future Career Value Driven by Younger, More Global Field, Duff & Phelps Study Finds
Bob Bartell Shares His Views on Restructuring an ESOP Company
Sherry Cefali Appointed to the Steering Committee of Nareit’s Dividends Through Diversity and Inclusion (DDI) Initiative
Josh Benn Shares His Views on the Outdoor Recreational Products Industry in the Denver Business Journal
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a portfolio company of Caymus Equity Partners and Centerfield Capital Partners, has been acquired by