Employee Stock Ownership Plans

ESOP Experience

OUR EXPERIENCE

There is no issue we have not faced. Our dedicated ESOP management 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.

ESOP Management Experience

OUR DEDICATION

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

ESOP Expertise

OUR EXPERTISE

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

Other Services

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