David Lee

Managing Director and Head of EMEA Transaction Opinions

David Lee +1 212 871 0241 David.Lee@kroll.com

AT A GLANCE

David Lee is a managing director and Head of EMEA Transaction Opinions and is based in the firm’s London and New York offices. David has over 15 years of experience in advising companies, boards of directors, special committees, limited partner advisory committees, corporate counsel, trustees, and shareholders.

David specializes in the execution of transaction opinions and valuations in the context of mergers & acquisitions, private placements, and recapitalization transactions. He has provided fairness and/or solvency opinions in a variety of public and private company transactions, including GP-led secondary recapitalizations, take-privates, leveraged buyouts, reverse mergers, tender offers, related-party transactions, spin-offs, capital raises, dividend recapitalizations, and de-SPAC transactions.

David’s clients represent a broad range of industries including software, healthcare, aerospace and defense, transportation & logistics, consumer products, telecommunications, media, and manufacturing, among others. Along with numerous corporate clients, he has executed engagements for private equity and hedge fund clients including Apollo, Blackstone, Carlyle, Fortress, KKR & Co., Leonard Green & Partners, and Summit Partners, among others.

David received his M.B.A. in finance from the Fordham Graduate School of Business and B.S. in finance from The Pennsylvania State University. David holds the Financial Industry Regulatory Authority Series 7 and 63 licenses. David also holds the Chartered Financial Analyst (“CFA”) designation.

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Ranked No. 1 for Global Fairness Opinions

Our Opinions Practice is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of fairness opinions Globally, in EMEA and the U.S. for 2024 according to LSEG (FKA Refinitiv).

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Our Transaction Opinions solutions span fairness opinions, solvency opinions, ESOP/ERISA advisory, board and special committee advisory, and complex valuations.

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Fairness Opinions

Our Opinions practice is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of fairness opinions globally in 2025 and over the last 20 years according to LSEG (fka Refinitiv).

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Kroll’s Opinions practice is a globally recognized leader in solvency opinions. Over the last 20 years, we have rendered more than 1,400 solvency opinions with $10+ trillion in deal value.

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