Connect with this Advisor

Robert Schatz

Company: ESOPPlus: Schatz Brown Glassman LLP
Title: Partner

Location

1007 Farmington Ave
West Hartford, CT 06107

Biography

Rob Schatz brings a strong ESOP Plus® practice to serve you whether you are a lender, an investor, a corporate sponsors, a stockholder an employee group or a fiduciary.
Rob has many years of ESOP centered legal practice.  In addition to his knowledge of ERISA, his broad background includes commercial finance corporate law, corporate acquisitions, corporate divestitures, structuring and documenting secured and unsecured leveraged financing as applied to ESOP transactions.
Rob will work with you in the design and documentation of your ESOPs, as well as the design and documentation of your stock option, phantom stock and other equity-based and performance-based employee ownership and incentive plans. He will also advise you about corporate finance, corporate responsibility and your fiduciary responsibilities.

Take Our ESOP Quiz

  • 20 Yes/No Questions
  • Takes about 3 minutes to complete
  • We connect you with the most appropriate advisor based on your region & interests

Take Our ESOP Quiz

Education & Expertise

Rob is a graduate of Cornell University and Suffolk University Law School (cum laude, law review)

Rob is a member of the Legislative & Regulatory Commitee and the Finance and Executive Committee of the ESOP Association He is a past Vice President of the ESOP Association’s New England Chapter.  He has been a member of the Executive Committees of the Commercial Finance and Bankruptcy and Corporations Sections of the Connecticut Bar Association; He is a past board member  of the New England Chapter of the Family Firm Institute.  He has been inducted as a member of the Association of Commercial Finance Attorneys (ACFA) and is a trustee of the ESOP Foundation.

Case Studies

Articles

Blog Posts by Robert Schatz

Ratings

Videos

Views this week: 59 | Views this year: 4,169 | Total views: 12,109