Client Stories

Terrazzo & Marble’s Move to Complete Employee Ownership

Terrazzo & Marble began working with J.P. Morgan’s Commercial Banking team in 2013. A few years later, the ESOP Advisory Group helped the growing company complete its final ESOP deal to become fully employee-owned.


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Regina Carls, Managing Director, ESOP Advisory Group Head

Regina Carls

Regina Carls, Managing Director, ESOP Advisory Group Head

Regina Carls is managing director of the ESOP (Employee Stock Ownership Plan) Advisory Group. She is dedicated to helping bankers and their privately held clients evaluate the benefits of selling stock to an ESOP and therefore creating liquidity for the owners in the transaction.  

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