Solutions for ESOP-Owned Companies

At the intersection of investment banking and ESOP advisory, PCE delivers strategic advice designed specifically for ESOP-owned companies. Our team understands the unique challenges and opportunities facing businesses with employee ownership.

Whether you're navigating a growth strategy, planning for a liquidity event, or evaluating a potential acquisition, our advice is always tailored to support both your ESOP structure and your long-term business goals.

With PCE, you gain more than a service provider—you get a strategic partner. We offer a full suite of corporate finance solutions built around the specific needs of your ESOP-owned company.

Our team rolls up their sleeves to support you on everything from:

• Hold vs. sell analysis
• Working with your ESOP trustee
• Capital restructuring and refinancing
• Driving post-transaction growth

Every engagement begins with a deep dive into your priorities. Then, we deliver creative, efficient solutions that align with your ownership model and operational goals.

Our ESOP investment bankers bring a rare dual perspective: deep expertise in ESOP transactions combined with real-world M&A experience outside the ESOP space. This means:

• We understand fiduciary responsibilities and ESOP trust dynamics
• We know how to position your business in both employee-owned and traditional markets
• We deliver holistic advice that helps you grow, stay competitive, and prepare for the future

We help ESOP companies proactively manage ownership and strategy through:

• Mergers & acquisitions: including acquiring other companies
• ESOP fairness opinions for fiduciary protection
• Raising capital for growth or refinancing
• Stock transactions involving the ESOP trust
• Sell vs. hold analyses to inform decision-making
• ESOP sustainability planning
• Preparing to sell an ESOP-owned company