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

Comprehensive support throughout mergers and acquisitions and other corporate transactions.

Corporate Finance

M&A Advisory

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

M&A Advisory

Valuation Advisory

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

Valuation Advisory

Case Studies

Insights

LIBOR Update

Is LIBOR Still Going Away? – Recent Announcements Create Diverging Fates for Remaining Rates

LIBOR Update
M&A Advisory

Global Telco Infrastructure Update – Q4 2020

M&A Advisory
Valuation

U.S. Security and Exchange Commission’s New Fund Valuation Framework Rule

Valuation
Valuation

Are Broker Quotes Sufficient in Estimating Fair Value?

Valuation

News