Robert Schatz

About Robert Schatz

Robert F. Schatz is a practicing attorney concentrating in the areas of structuring…

Experience

1. Official Member

   Lawyers Of Distinction

   Jan 2019 — Present

   Rob 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 20••••19 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.

Education

• Suffolk University School of Law

  JD, Law

  1974 — 1977

• Cornell University

  BA, Political Science

  1969 — 1973

Skills

• Ipo
• Trusts
• Due Diligence
• Tax
• Financial Advisory
• Elder Law
• Retirement
• Business Formation
• Corporate Law
• Securities Regulation
• Securities
• Estate Planning
• Creditors' Rights
• Leveraged Finance
• Retirement Planning
• Executive Compensation
• Llc
• Joint Ventures
• Succession Planning
• Erisa
• Private Placements
• Estate Tax Planning
• Buyouts
• Mergers & Acquisitions
• Executive Pay
• Trade Secrets
• Business Valuation
• Fiduciary
• Finance
• Private Equity
• Corporate Finance
• Business Litigation
• Small Business
• Arbitration
• Pensions
• Non-Compete Agreements
• Corporate Governance
• Mergers
• Acquisitions
• Family Business