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Mergers & Acquisitions, Consultants & Advisors
Kjersti Cory - SCJ Fiduciary Services
Mergers & Acquisitions in Quincy, IL
Kjersti Cory is an Independent Trustee on the SCJ Fiduciary Team. With her 25+ years of ESOP experience, Kjersti joined the team in July of 2022 and has been an asset to our team ever since. Having worked for ESOP companies since the 1990's, Great Banc ...
Drew Schaefer - SCJ Fiduciary Services
Mergers & Acquisitions in Smithfield, KY
Drew is an Independent Trustee on the SCJ Fiduciary Services Team. He started his career in assurance at Ernst & Young before moving into industr...
Stephen James - SCJ Fiduciary Services
Mergers & Acquisitions in Smithfield, KY
Steve James is the Founder and Independent Trustee of the SCJ Fiduciary Team. He founded the company in Louisville, KY in 2008. Steve spent many years practicing in public accounting for CPA firms, and afterwards served as a Controller, Chief Financial Officer (CFO), and Chief Operation Office...
Wayne Isaacks - Isaacks and Associates
Mergers & Acquisitions in Tomball, TX
Wayne Isaacks, JD, CPA is a Houston, Native who specializes in counseling owners and management of closely-held businesses in developing ownership and tax strategies and transactions to promote growth in value while minimizing losses to taxation. Bus...
Michael Krucker - Plante Moran
Mergers & Acquisitions in Detroit, MI
Michael is leader of our employee benefits consulting group, advising clients on designing, implementing, and operating employee benefit programs to stay competitive in the market and increase employee engagement. Mr. Krucker specializes in qualified retirement plans, including ESOPs. Addition...
Scot Storjohann - Greatbanc Trust Co.
Mergers & Acquisitions in lisle, IL
Scot Storjohann is Senior Vice President in the Employee Stock Ownership Plans (ESOP) Client Services group, with a focus on managing client relationships and ESOP transactions. Mr. Storjohann joined GreatBanc Trust Company in 2016 with more than 30 years of ESOP and qualified plan ...
Edward (Ed) Wilusz - Value Management Inc
Mergers & Acquisitions in Jamison, PA
Ed Wilusz, ASA, CFA, MBA, is the Managing Director and Founder of Value Management Inc., an investment banking and business valuation advisory firm. He has been active in this field since 1980. He has conducted, supervised or reviewed thousands of business appraisals and been involved in hundr...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC
Mergers & Acquisitions in Atlanta, GA
Blake Head is a managing director and leader of BDO's ESOP Advisory Services practice and also works with the Corporate Finance affiliate, BDO Capital Advisors, LLC. He has more than 14 years of corporate financial advisory experience and has provided services to clients for a variety of p...ESOP Marketplace connects you with local Mergers & Acquisitions
Manage Mergers And Acquisitions Through ESOP
In recent years, ESOPs have become an attractive alternative option to raise capital for a corporate merger or acquisition. Due to the special tax status of an employee ownership plan, a company that already has an ESOP can use the plan to finance an acquisition with pre-tax money � unlike an ordinary loan for a leveraged buyout, government rules allow an ESOP loan to be deducted in its entirety, with interest as well as principal included in the deduction. Acquiring shares of another company as an investment made through your ESOP puts your company in an advantageous position compared to other buyers, since the tax benefits that apply to an ESOP will give you an extra monetary edge in negotiations. Our experts in ESOP financing as well as M&A lawyers and other aspects of mergers and acquisitions will offer you valuable advice in how to leverage your advantage to maximum effect.
Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have. Our M&A and other categories represent the best advisors we could find. Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community. There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site. As you look at the maps, you will see different colors or levels of pins on the page. Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues. The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you. The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating. Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor. Our Advisors and Users agree to our terms and conditions by using our family of websites.
