Corporate / M&A / Sell-Side Advisors, Consultants & Advisors

Ivy Wan-Beltejar - Empire Valuation Consultants, LLC

Corporate / M&A / Sell-Side Advisors in Rochester, NY

Ivy is a Manager at Empire Valuation Consultants, where she has worked since 2004. She is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and a Chartered Financial Analyst® (CFA) Charterholder...

Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

Corporate / M&A / Sell-Side Advisors in Atlanta, GA

Blake Head is a managing director and leader of BDO's ESOP Advisory Services practice and also works with the Corporate Finance affiliate, BDO Capital Advisors, LLC. He has more than 14 years of corporate financial advisory experience and has provided services to clients for a variety of p...

Christopher Kramer - Acuity Advisors

Corporate / M&A / Sell-Side Advisors in South Coast Metro, CA

Chris brings to Acuity Advisors and its clients over 30 years of financial advisory and investment banking experience. He has extensive expertise in structuring and negotiating transactions across a wide variety of industries, and has prepared financial opinions addressing the value of common ...

Scott Leach - BDO USA, LLP and BDO Capital Advisors, LLC

Corporate / M&A / Sell-Side Advisors in Austin, TX

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Josh Billiard - Plante Moran

Corporate / M&A / Sell-Side Advisors in Fort Collins, CO

Josh is a Partner at Plante Moran and has more than 11 years of public accounting experience.  He is a member of the ESOP leadership team and is also part of the leadership team within the firm’s construction niche, as construction and related companies frequently have ESOP ownershi...

Charles Coyne - Empire Valuation Consultants, LLC

Corporate / M&A / Sell-Side Advisors in New York, NY

Chuck Coyne is a Managing Director of Empire Valuation Consultants, LLC.  Empire specializes in providing valuation and financial advisory services to privately held companies including ESOP financial advisory and valuation services to assist clients with ownership transition strategies. ...

Jade Palermo - Empire Valuation Consultants, LLC

Corporate / M&A / Sell-Side Advisors in Boston, MA

Jade has extensive valuation experience related to Employee Stock Ownership Plans (“ESOPs”) and has been engaged by several institutional and independent ESOP trustees for new formation transactions, additional interest acquisitions, and annual valuations, as well as for ESOP termi...

John A. Kober - Morgan Lewis & Bockius

Corporate / M&A / Sell-Side Advisors in Dallas, TX

John A. Kober is a partner in Morgan Lewis's Business and Finance Practice. He is currently the Managing Partner of the Dallas office an...

Jim Massey - Morgan Stanley

Corporate / M&A / Sell-Side Advisors in Dallas, TX

Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader....

Dan Markowitz - Boulay

Corporate / M&A / Sell-Side Advisors in Eden Prairie, MN

Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...

Manage Corporate Mergers & Acquisitions With Trusted Advice  from ESOP Advisors

It is common knowledge that over 70% of Mergers and Acquisition fail to meet expectations, and over 40% are failures. If properly structured and used, an ESOP is a great way to fund and integrate a merger or acquisition, not least because it offers a much smaller tax burden than ordinary business loans, and helps retain staff by promoting an ownership culture. However, an ESOP is also subject to a number of government rules and regulations that are specific to its nature as a benefit package.

This is why, when exploring the possibility of using an ESOP as a method for a corporate buyout, it's necessary to get expert  advice on the legal and financial issues that are unique to ESOP financing. An ESOP Sell-Side Advisor or investment banker is well versed in corporate law, mergers, acquisitions, ESOPs and related legal matters will tell you what effect an ESOP buyout will have on your company and its employees, as well as help management navigate through the M&A process and avoid the typical pitfalls of conducting an acquisition. Our ESOP advisors will help you avoid liability and litigation, and will help you maximize the tax benefits from using an ESOP, as well as take advantage of all available deductions. They will also provide legal counseling on fiduciary duties. Don't take a chance with your company's financial future � secure the best ESOP legal advice from one of our experts today.