All posts by Danielle Montesano

Danielle Montesano Joins Corporate Finance Team at Duff & Phelps

Duff & Phelps, the global advisor that protects, restores and maximizes value for clients, recently announced the addition of Danielle Montesano as a managing director to its Corporate Finance team. Ms. Montesano is part of the family of ESOP professionals and brings a background rich in varied financial experience to her new position at Duff & Phelps. She is based in Duff & Phelps’ Chicago office.

With more than 20 years of industry experience, Ms. Montesano advises clients on corporate acquisition and sale transactions involving restructuring, valuing and financing public and private securities. She has expertise in matters involving corporate governance, valuation, ERISA, tax, regulatory compliance, executive compensation and employer securities.

Prior to joining Duff & Phelps, Ms. Montesano was the Executive Vice President of the Fiduciary Advisory Group at First Bankers Trust Services.

About Duff & Phelps

Duff & Phelps is the global advisor that enables clients to protect, restore and maximize value for clients in the areas of valuation, corporate finance, disputes and investigations, compliance and regulatory matters, and other governance-related issues. Our clients include publicly traded and privately held companies, law firms, government entities and investment organizations such as private equity firms and hedge funds. We also advise the world’s leading standard-setting bodies on valuation and governance best practices. The firm’s nearly 2,500 professionals are located in over 70 offices in 20 countries around the world. For more information, visit

M&A advisory, capital raising and secondary market advisory services in the United States are provided by Duff & Phelps Securities, LLC. Member FINRA/SIPC. Pagemill Partners is a Division of Duff & Phelps Securities, LLC. M&A advisory, capital raising and secondary market advisory services in the United Kingdom are provided by Duff & Phelps Securities Ltd. (DPSL), which is authorized and regulated by the Financial Conduct Authority. M&A advisory and capital raising services in Germany are provided by Duff & Phelps GmbH, which is a Tied Agent of DPSL. Valuation Advisory Services in India are provided by Duff & Phelps India Private Limited under a category 1 merchant banker license issued by the Securities and Exchange Board of India.


First Bankers Trust Services

As an ESOP advisor, Danielle Montesano is involved in:
  • Buying and selling of plan assets
  • Ensuring that the ESOP loan terms are reasonable and coordinating the scheduled debt service payments
  • Hiring the plan advisors and evaluating their opinions
  • Voting and/or accepting direction to vote shares of company stock for shareholder meetings
  • Monitoring the ESOP’s compliance with the plan and loan documents, trusts, and all applicable laws and regulations