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ESOP and ERISA Advisory

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.

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ESOP and ERISA Advisory

ESOP and ERISA Advisory and Valuation Services

  • Transaction design, structuring and financing
  • Fairness opinions
  • Feasibility studies
  • Valuations
  • 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

Contact Us

Other Areas We Can Help

Valuation Services

Valuation Services

Objective valuations for financial reporting, tax and management planning purposes.

Valuation Services
Valuation Services

Strategic Value Advisory

Assistance evaluating strategic alternatives and identifying growth strategies.

Strategic Value Advisory
Corporate Finance

M&A Advisory

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

M&A Advisory

Transaction Advisory Services

Seamless analytical advisory through the deal continuum, from transaction origination to closing.

Transaction Advisory Services

Corporate Finance Accomplishments

Corporate Finance Year-end Review

View key 2020 industry trends as well as some of our recent corporate finance transactions with our incredible clients.

Insights

M&A Advisory

Corporate Finance Accomplishments and 2020 Industry Trends

M&A Advisory
M&A Advisory

Millennials and Auto Trends Report

M&A Advisory
M&A Advisory

Canadian M&A Insights – Summer 2020

M&A Advisory
M&A Advisory

Energy Sector Update – Spring 2020

M&A Advisory

News

Case Studies