Employee Ownership Experts with Real World Experience
Along with former bankers, attorneys, and accountants, our team of ESOP experts includes seasoned entrepreneurs and business executives. That experience, combined with thought leadership and detailed analytics, drives unique insights and desired outcomes.

Lawrence Kaplan
FOUNDER AND MANAGING PARTNER

Patrick Fallon
COO AND MANAGING DIRECTOR

Steve Berman
MANAGING DIRECTOR

Steven Golden
MANAGING DIRECTOR

Harvey Granat
MANAGING DIRECTOR

Richard Harmon
MANAGING DIRECTOR

Eitan Milstein
MANAGING DIRECTOR

Alex Mumblat
MANAGING DIRECTOR

George Thacker
MANAGING DIRECTOR

Patrick Trask, CPA
MANAGING DIRECTOR

Jordan Burg
CMO

Michael Bannon
VICE PRESIDENT

David Blauzvern
VICE PRESIDENT

Jonathan Ho
VICE PRESIDENT

Andrew Nikolai, CFA
VICE PRESIDENT
Meet with our ESOP Advisors
Whether you're considering an ESOP transaction or you need a couple of questions answered, we’re here to help. Schedule a call or video chat with one of our nationally-recognized, employee stock ownership plan advisors.
You'll be connected with a team member who's knowledgeable about your industry and your market.