We guide management teams and business owners through Management Buyouts (MBOs) and Employee Stock Ownership Plans (ESOPs), from initial evaluation to closing.
Services We Provide Include:
Assessing objectives and transaction feasibility
Valuation and structuring of the MBO or ESOP
Negotiation support with stakeholders
Capital structure development to optimize financing and ownership transition
Financing solutions tailored to management teams or ESOP trusts
Identifying and securing the right financial partners
Due diligence coordination to ensure a smooth transition
Regulatory and tax planning to maximize efficiency and compliance
