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Mergers & Acquisitions, Consultants & Advisors


David Ottinger - Gray Robinson

Mergers & Acquisitions in Tampa, FL

David Ottiner’s legal practice covers corporate transactions, taxation and estate planning.  David's experience includes forming business entities, mergers and acquisitions, corporate financing and leasing transactions, employee and shareholder agreements, and general business o...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

Mergers & Acquisitions 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...
Merri Ash - TI-TRUST Inc.

Mergers & Acquisitions in Philadelphia, 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 Co...
Peter Abrahamson - ESOP Structuring Specialists, Inc

Mergers & Acquisitions in Lake Barrington, IL

Before creating es2, Peter was Managing Director and Technical Director at Verit Advisors, LLC.  While there, Peter performed the technical aspects of ESOP financial modeling, valuation, tax, accounting and human capital topics for Verit clients.  Prior to Verit, Peter man...
Dan Markowitz - Boulay

Mergers & Acquisitions 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 ...

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.