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Investment Bankers, Consultants & Advisors

Christopher Kramer - Strategic Equity Group

Investment Bankers in South Coast Metro, CA

Chris brings to Strategic Equity Group and its clients over 15 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 ...
Merri Ash - First Bankers Trust Services

Investment Bankers in Lester, PA

Merri has over 40 years experience in Employee Benefits services. Her past experience includes work as a Senior Trust Officer with SunTrust Bank, Employee Benefits Consultant with Wyatt Company, Benefits Manager with Jonathon Corporation, an ESOP company, and Team Leader and Senior Benefits Con...
Kevin Hanson - Business Transition Advisors

Investment Bankers in Chicago, IL

Mr. Hanson serves on the Board of Directors of Carl Warren & Company and serves as the Treasurer of the Board of Directors of the Milwaukee Chamber Orchestra. Previously Mr. Hanson was a Principal with Marshall & Stevens, a Vice President with Valuation Research Corporation and a Resea...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

Investment Bankers 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...
George Raftopoulos - ROI-Cubed

Investment Bankers in Kennebunk, ME

George Raftopoulos spent 25 years growing a registered investment advisory firm that became one of the largest offices by revenue in the country for a national broker/dealer.  Having expanded the firm both organically and through acquisitions, he eventually sold the practice to a com...

ESOP Marketplace connects you with local Investment Bankers

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.