Private companies seeking shareholder liquidity, tax deductions, increased cash flow, employee benefits, and enduring legacies turn to our nationally-recognized team of ESOP advisors.
In the past 10 years alone, we've received over 40 firm and deal of the year honors for our ESOP investment banking work.
2019 ESOP Investment Bank of the Year
2019 ESOP Deal of the Year
2019 Boutique Investment Bank of the Year
2020 Debt Financing Deal of the Year
2019 Consumer Deal of the Year ($50-$100MM)
2018 ESOP Deal of the Year ($250-$500MM)
2020 ESOP Advisory Firm of the Year
2018 M&A Advisory Firm of the Year
2017 M&A Advisory Firm of the Year
If you’re a business owner who's thought about liquidity and legacy-building opportunities, a leveraged ESOP may be an attractive, tax-advantaged option. Answer a few brief questions to see if it’s worth exploring an employee ownership plan for your company.