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Representing Employers.
Representing Employees. 
Representing Shareholders. 

Recent Transactions

We understand the unique options and opportunities an ESOP provides employers, employees, and shareholders. Our trusted team of advisors specializes in facilitating successful transactions across numerous industries. Whether you are considering buying, selling, or growing your business, we can guide you through each phase of the ESOP process.

Our clients span the United States from coast to coast. We have played a crucial role in launching, serving, and administering successful ESOPs in diverse sectors, including manufacturing, construction, engineering, retail, and beyond. Closely held companies and existing ESOPs rely on our expertise. Employers and shareholders exploring exit strategies turn to us for guidance on evaluating the feasibility of implementing employee ownership in their businesses. New and established ESOP companies choose us for top-notch advisory, consulting, and support services to ensure the long-term sustainability of their ESOPs.

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EZBel Construction Logo.png
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RLH Construction Logo.png
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Sawcross Contractors Logo.png

Partial ESOP-Owned Company

100% ESOP-Owned Company

Partial ESOP-Owned Company

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Symbiont Service Corp Logo.png
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Progressive Flooring Logo.png
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TSG Logo.png

100% ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

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KMI International Logo.png
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AOTC Logo.png
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Eau Gallie Electric Logo.png

Partial ESOP-Owned Company

Partial ESOP-Owned Company

Partial ESOP-Owned Company

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Smooth Fusion Logo.png
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Hobbs Madison Logo.png
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SSMC Logo.png

Partial ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

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Georgia Spa Logo.png
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CBA Logo.png
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Medical Justice Logo.png

100% ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

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CMTI Logo.png
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BBE Logo.png
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Rescue Agency Logo.png

100% ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

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5by5 Logo.png
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CMR Logo.png
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TBD Solutions Logo.png

100% ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

100% ESOP-Owned Company

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Seretta Construction Logo.png
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Power Systems Logo.png

100% ESOP-Owned Company

100% ESOP-Owned Company

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Tactical Rehabilitation Logo.png
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Frederick Derr & Company Logo.png
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ISCO Logo.png

Get in Touch

If you have any questions or comments, we’d love to hear from you!

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