Employee Stock Ownership Plans

OUR EXPERIENCE

There is no issue we have not faced. Our dedicated ESOP team has over 100 years of combined experience. We were there to help make the law on Tender Offers and the voting of Employer Securities in an ESOP.

OUR DEDICATION

Dedicated Trustee presence in the following ESOP services:
• Transaction Trustee
• Ongoing or Successor Trustee
• Special Fiduciary

OUR EXPERTISE

Unparalleled knowledge of corporate governance, deal structures, ESOP design, fiduciary issues, finance, law, and valuation.

Other Services

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