Robert Schatz Email and Phone Number
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Robert F. Schatz is a practicing attorney concentrating in the areas of structuring acquisitions and divestitures involving employee stock ownership plans (ESOPs) and other qualified and non-qualified plans, as well as structuring leveraged financing transactions on behalf of corporate sponsors, stockholders, employee groups, fiduciaries, lenders and investors. Mr. Schatz also works extensively with corporate issuers, their Boards of Directors, management, stockholders and ERISA fiduciaries in connection with ESOP financing transactions and transactions involving the purchase or sale of securities. As President of Grandview Capital Strategies, Inc. (“GCS”), a financial consulting company, Mr. Schatz acts as an independent ESOP fiduciary, providing transactional fiduciary services for ESOPs and their participants in connection with the negotiation and documentation of transactions involving an ESOP’s purchase or sale of stock and/or assets, matters involving the voting of stock, and other corporate, corporate finance and corporate responsibility matters.Specialties: ESOPs; Mergers & Acquisitions; Commercial Finance Law; ERISA and Employee Benefits Law
Esop Plus Llp, Attorneys At Law
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PartnerEsop Plus Llp, Attorneys At LawWest Hartford, Ct, Us
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Official MemberLawyers Of Distinction Jan 2019 - PresentRob Schatz is a founding partner of Schatz Brown Glassman LLP, a boutique ESOP law firm with offices in Hartford, CT, Harrisonville, MO (Kansas City Metropolitan Area), Rochester, NY, Syracuse, NY and Spokane, WA. ESOP Plus received international recognition and M&A awards as, “Best Boutique ESOP Law Firm in the U.S.” in 2015, for “Excellence in ESOP Transaction Planning” in 2016, as “Most Innovative in Employee Stock Ownership Plans Law – USA” in 2019 and as “Best Multidimensional Law Firm – USA” in 2021. Rob was named a Top Attorney of North America in the 2018-2019 edition of the Who’s Who Directories.Rob has been practicing corporate and finance law for more than 44 years and, since 1984, has concentrated his practice in structuring and documenting acquisitions and divestitures involving ESOPs, qualified and non-qualified equity compensation and synthetic equity plans, ESOP financing transactions and advising Boards of Directors, management, stockholders and ERISA fiduciaries on general corporate finance, corporate responsibility and corporate (and ERISA) fiduciary matters.In addition to serving as an independent director on the Boards of several ESOP private companies, Rob is a Trustee of the Employee Ownership Foundation and a Fellow of the American College of Employee Benefit Counsel (ACEBC). Rob also is a member of the Association of Commercial Finance Attorneys (ACFA) and serves as a member of the Commercial Finance and Bankruptcy, Corporations and Taxation Sections of the Connecticut Bar Association and, in addition to being a frequent lecturer and speaker on ESOPs at conferences sponsored by the National Center for Employee Ownership and the ESOP Association, Rob is an Emeritus member of the Legislative & Regulatory Advisory Committee of the ESOP Association. Prior to founding his firm, Schatz Law Offices, LLC in 1996 (n/k/a Schatz Brown Glassman LLP) Rob had been a partner in Kelley, Drye & Warren and Schatz & Schatz, Ribicoff & Kotkin. -
PartnerSchatz Brown Glassman Llp Jul 2011 - PresentWest Hartford, Ct And Rochester, NyWe are pleased to announce that effective August 1, 2011, Schatz Law Offices, LLC joined with Rob Brown, the former CEO and co-founder of Boylan, Brown, Code, Vigdor & Wilson, LLP and Mark Kossow, a partner at Boylan Brown to form Schatz Brown Glassman Kossow LLP. Rob Schatz and Rich Glassman will continue to practice ESOP, Mergers & Acquisitions and commercial finance law from their current location at 1007 Farmington Avenue, Suite 4, West Hartford, CT 06107 as the Connecticut office of Schatz Brown Glassman Kossow LLP, while Rob Brown and Mark Kossow will be based at 250 Mill Street, Suite 309-311, Rochester NY 14614. Mark Kossow resigned effective August 7, 2015 to move to Southern NJ to be closer to his family. We wish him much success. Effective August 7th, our firm changed its name to ESOP Plus: Schatz Brown Glassman LLP. Our contact information is unchanged. Please visit our website at www.esopplus.com for more information.
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Former PartnerBoylan, Brown, Code, Vigdor & Wilson, Llp Jun 2010 - Jul 2011West Hartford, Ct OfficeCo-Chair of the ESOP Practice Group.
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PartnerSchatz Law Offices, Llc Jul 1996 - Apr 2010Schatz Law Offices, LLC is a corporate & finance law firm that structures acquisitions & divestitures involving ESOPs and leveraged financing transactions for companies, their owners, employees, fiduciaries, lenders & investors. We work with Directors, managers, stockholders and ERISA fiduciaries in negotiating and documenting asset purchase/sale, merger & reorganization and corporate finance transactions, designing option and other stock compensation plans and advising on corporate responsibility, ERISA and fiduciary matters. We also act as an independent fiduciary for ESOPs, Boards of Directors of ESOP Companies and other fiduciaries in transactions when conflicting interests require an independent fiduciary to make compensation, buy/sell or other decisions and our institutional trustees and independent fiduciaries clients are unable to undertake such transactions.
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MemberThe Esop Association 1984 - 20101986 - 2007: Member, Finance Committee1986 - 2011: Member, Legislative & Regulatory Committee2011 - Present: Member Emeritus, Legislative & Regulatory Committee
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Former PartnerKelly, Drye & Warren 1994 - 1996former Partner in Stamford, CT office of this "top 25" largest and most prestigious law firms in the U.S.
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Former PartnerSchatz & Schatz, Ribicoff & Kotkin 1977 - 1994SSRK was,founded in 1915 by Nathan A. Schatz and Louis B. Schatz and, over the next 80 years, grew to become one of Connecticut's premier general practice law firms. Rob Schatz, grandson of one of the founders, joined the firm in 1977 and, in 1984, became a partner in the Corporate/corporate finance department, with specialized expertise in industrial revenue bond financing, public offerings and structuring management-led Leveraged buyouts. While serving on Connecticut's Job Protection Advisory Council, he worked with state officials to design and implement Connecticut's program for providing state-assisted financing for employee buyouts, including ESOPs.
Robert Schatz Skills
Robert Schatz Education Details
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Suffolk University School Of LawLaw -
Political Science -
Northfield Mt. Hermon School
Frequently Asked Questions about Robert Schatz
What company does Robert Schatz work for?
Robert Schatz works for Esop Plus Llp, Attorneys At Law
What is Robert Schatz's role at the current company?
Robert Schatz's current role is Partner.
What is Robert Schatz's email address?
Robert Schatz's email address is rs****@****lus.com
What is Robert Schatz's direct phone number?
Robert Schatz's direct phone number is +186049*****
What schools did Robert Schatz attend?
Robert Schatz attended Suffolk University School Of Law, Cornell University, Northfield Mt. Hermon School.
What are some of Robert Schatz's interests?
Robert Schatz has interest in Animal Welfare, Economic Empowerment.
What skills is Robert Schatz known for?
Robert Schatz has skills like Esop, Erisa, Employee Benefits, Mergers And Acquisitions, Corporate Law, Corporate Finance, Due Diligence, Securities, Mergers, Fiduciary, Corporate Governance, Finance.
Who are Robert Schatz's colleagues?
Robert Schatz's colleagues are Raleigh Kalbfleisch, Michelle Broughton-Fountain, Pilar Villaverde Vazquez, Mark A. Brown, Patrick Wooten, Matthew Harrod, Matthew Swindle.
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