Investment Banking, Quarterbacking

Investment Banking, Quarterbacking, Consultants & Advisors

Blake Head

Managing Director-ESOP Advisory Services Leader

BDO USA, LLP and BDO Capital Advisors, LLC

Atlanta, GA

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Chris Kramer

Managing Director

Acuity Advisors

South Coast Metro, CA

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Edward (Ed) Wilusz

Managing Director

Value Management Inc

Jamison, PA

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Scott Leach

Director

BDO USA, LLP and BDO Capital Advisors, LLC

Austin, TX

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4 advisors specializing in Investment Banking, Quarterbacking

Delivering ESOP Investment Banking Solutions To Growing Businesses

A typical business owner who's nearing retirement rarely has the experience or network of safe and reasonable financing sources to help fund their exit plan. An investment banker is a person, or firm, that works with the business owner in order to develop a plan that helps the owner liquefy their ownership in such a way that best fits their, and their company's, needs. Our investment bankers have the experience to give business owners a number of alternatives, including but not limited to ESOPs, for the best chance to maximize value. An experienced ESOP investment banking firm can help your business's financial needs when there is a need to structure an ESOP transaction and raise funds for a leveraged buyout, as well as advise you on capital strategy and liquidity management. Protect yourself and your money by only trusting investment bankers with ESOP expertise and knowledge in the area.

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