From establishing a new ESOP to expanding an existing one, PCE can assist business owners and ESOP-owned companies with transactions throughout the ESOP life cycle. We understand the different challenges that arise with transactions involving an ESOP, and will ensure that transactions are structured and completed in a manner that satisfies your key business objectives. We structure the transaction and arrange the necessary capital to complete the deal while always keeping the specific client goals as the priority. Our ESOP specialists provide the following transaction services:
- Sales of privately held companies to ESOPs (ESOP Installations)
- Acquisition Advisory for ESOP-owned companies
- Corporate Finance Services for ESOP-owned companies
And when it comes to transaction management, our ESOP experts are as innovative as they are effective. PCE has pioneered the successful “Dual Track” sales process, in which the sale to a strategic buyer or private-equity group and the sale to an ESOP are simultaneously pursued. This process allows business owners to evaluate and compare the most attractive liquidity alternatives in real time. Our experience suggests that the Dual Track approach often creates the highest proceeds of any liquidity strategy.