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Corporate / M&A / Sell-Side Advisors, Consultants & Advisors

Sandy Shoemaker - Plante Moran

Corporate / M&A / Sell-Side Advisors in Denver, CO

Sandy is a partner at Plante Moran and leads the ESOP services group. She has been in public accounting since 1990, and has been with Plante Moran for more than 19 years. She works with companies on transition planning and focuses on educating executives on ESOP opportunities. Her expertise ra...
Christopher Kramer - Acuity Advisors

Corporate / M&A / Sell-Side Advisors in South Coast Metro, CA

Chris brings to Acuity Advisors and its clients over 30 years of financial advisory and investment banking experience. He has extensive expertise in structuring and negotiating transactions across a wide variety of industries, and has prepared financial opinions addressing the value of common ...
Phil Hayes - Berman Hopkins Wright & Laham

Corporate / M&A / Sell-Side Advisors in Melbourne, FL

Dan Markowitz - Boulay

Corporate / M&A / Sell-Side Advisors in Eden Prairie, MN

Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

Corporate / M&A / Sell-Side Advisors in Atlanta, GA

Blake Head is a Senior Manager with BDO USA, LLP and also works as a Vice President for BDO’s Corporate Finance affiliate, BDO Capital Adviso...
John A. Kober - Morgan Lewis & Bockius

Corporate / M&A / Sell-Side Advisors in Dallas, TX

John A. Kober is a partner in Morgan Lewis's Business and Finance Practice. He is currently the Managing Partner of the Dallas office an...
Josh Billiard - Plante Moran

Corporate / M&A / Sell-Side Advisors in Fort Collins, CO

Josh is a Partner at Plante Moran and has more than 11 years of public accounting experience.  He is a member of the ESOP leadership team and is also part of the leadership team within the firm’s construction niche, as construction and related companies frequently have ESOP ownershi...

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Manage Corporate Mergers & Acquisitions With Trusted Advice  from ESOP Advisors

It is common knowledge that over 70% of Mergers and Acquisition fail to meet expectations, and over 40% are failures. If properly structured and used, an ESOP is a great way to fund and integrate a merger or acquisition, not least because it offers a much smaller tax burden than ordinary business loans, and helps retain staff by promoting an ownership culture. However, an ESOP is also subject to a number of government rules and regulations that are specific to its nature as a benefit package.

This is why, when exploring the possibility of using an ESOP as a method for a corporate buyout, it's necessary to get expert  advice on the legal and financial issues that are unique to ESOP financing. An ESOP Sell-Side Advisor or investment banker is well versed in corporate law, mergers, acquisitions, ESOPs and related legal matters will tell you what effect an ESOP buyout will have on your company and its employees, as well as help management navigate through the M&A process and avoid the typical pitfalls of conducting an acquisition. Our ESOP advisors will help you avoid liability and litigation, and will help you maximize the tax benefits from using an ESOP, as well as take advantage of all available deductions. They will also provide legal counseling on fiduciary duties. Don't take a chance with your company's financial future � secure the best ESOP legal advice from one of our experts today.