Leah Turnbull
National ESOP Practice Lead, Corporate Advisory
Leah Turnbull
National ESOP Practice Lead, Corporate Advisory
Leah Turnbull is the National ESOP Practice Lead and Director within BMO Corporate Advisory. She is dedicated to advising Boards of Directors and C-level executives on corporate finance topics such as ESOPs, dividend recaps, acquisition strategies, share repurchases, and valuation perspectives. Leah has over 15 years of experience assisting businesses with ownership transition and navigating complex structuring issues.
Leah started her career at Duff & Phelps (now known as Kroll) in their investment banking group and executed sell-side and buy-side M&A advisory, fairness opinions, solvency opinions, and board consultation. After Duff & Phelps, Leah went to Principal Financial Group and was part of their ESOP consulting practice. At Principal, Leah focused on financial analysis for ESOPs including repurchase obligation studies and feasibility studies. Most recently, Leah worked at J.P. Morgan in their ESOP Advisory Group, assisting clients and prospects throughout the lifecycle of an ESOP.
Leah is on the Board of Directors for Elevate, a nonprofit organization based in Chicago focused on clean and affordable energy.
Leah has a B.S. in Finance from the University of Louisville. Leah is FINRA certified investment banking representative. She is an active member of The ESOP Association, NCEO, and ESCA, and is a member of the Finance Advisory Committee for The ESOP Association.
Area of expertise: Esop Advisory
