Investment Banking, Quarterbacking, Consultants & Advisors

Jade Palermo - Empire Valuation Consultants, LLC

Investment Banking, Quarterbacking 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...

Edward (Ed) Wilusz - Value Management Inc

Investment Banking, Quarterbacking in Jamison, PA

Ed Wilusz, ASA, CFA, MBA, is the Managing Director and Founder of Value Management Inc., an investment banking and business valuation advisory firm. He has been active in this field since 1980. He has conducted, supervised or reviewed thousands of business appraisals and been involved in hundr...

Ivy Wan-Beltejar - Empire Valuation Consultants, LLC

Investment Banking, Quarterbacking 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...

Charles Coyne - Empire Valuation Consultants, LLC

Investment Banking, Quarterbacking 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. ...

Christopher Kramer - Acuity Advisors

Investment Banking, Quarterbacking 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 ...

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

Investment Banking, Quarterbacking 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...

Delivering ESOP Investment Banking Solutions To Growing Businesses

A typical business owner who's nearing retirement rarely has the experience or network of safe and reasonable financing sources to help fund their exit plan. An investment banker is a person, or firm, that works with the business owner in order to develop a plan that helps the owner liquefy their ownership in such a way that best fits their, and their company�s, needs. Our investment bankers have the experience to give business owners a number of alternatives, including but not limited to ESOPs, for the best chance to maximize value. An experienced ESOP investment banking firm can help your business�s financial needs when there is a need to structure an ESOP transaction and raise funds for a leveraged buyout, as well as advise you on capital strategy and liquidity management. Protect yourself and your money by only trusting investment bankers with ESOP expertise and knowledge in the area.