Termination Advisors, Consultants & Advisors

Termination 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....

Ann Kim - Morgan Stanley

Termination Advisors in Chicago, IL

Ann is an accomplished ESOP executive with 20+ years of experience in a multitude of industries. Prior to joining The ESOP Group at Morgan Stanley, she was the General Counsel and Chief Administrative Officer at a $500MM employee-owned company. Prior to her tenure in private industry, ...

William (Bill) Obrien - Morgan Stanley

Termination Advisors in Chicago, IL

Bill has been focusing on ESOPs and capital markets since 1989. He is Co-head of The ESOP Group at Morgan Stanley, assisting business owners and corporations, including several in the Fortune 100, in areas such as corporate liquidity transactions, business succession planning, retireme...

ESOP Marketplace connects you with local Termination Advisors

When an ESOP company decides to terminate their ESOP for many reasons, such as being acquired by another company, there are advisors who can help guide management through the process

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