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Our Expertise
We maintain over 1,200 banking relationships with ESOP companies, including over 600 lending relationships—more than any other US bank
This unparalleled expertise in ESOP transactions positions us as an industry leader. Let us help you by:
- Advising on ESOP alternatives
- Assisting in navigating complex ESOP structuring issues
- Consulting and financing new and second-stage ESOP transactions
- Giving advice regarding M&A and corporate finance transactions involving ESOP-owned companies
- Providing advice on mature ESOP issues, including repurchase obligation and regulatory and compliance matters
Get In Touch
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