Prioritizing client education to empower decision makers throughout their transaction

HOFFMAN ESTATES, IL -  PCE Investment Bankers, Inc., a leading financial services firm for mid-market companies, is pleased to announce that the shareholders of Nussbaum Transportation Services (Nussbaum) have sold an interest in the company to the Nussbaum Employee Stock Ownership Plan (ESOP) Trust.

Are you a business owner considering a partial or total ESOP (Employee Stock Ownership Plan)?  If so, you are likely to find that the Tax Cuts and Jobs Act of 2017 will produce greater benefits for you and your company’s stakeholders than before the law was passed. 

Because many provisions will favorably impact new ESOP formation and existing ESOPs, we expect to see more new ESOPs and more second or third stage ESOP transactions. 

Research consistently shows that the additional cost of an investment banker is a fraction of the value they add.  

As a continuation of PCE’s series of quarterly M&A industry reports, below you’ll find an in-depth analysis of trends in the M&A marketplace that impact your business. These reports provide industry trends, sub-sector performance as well as deliver insight into tendencies of the public companies that operate in your world. The table below breaks down the ten industries which have been provided for 4Q17 as well as their detailed sub-sectors. Click the links below to view the individual reports.

PCE Investment Bankers ("PCE"), a leading provider of financial services to businesses, is pleased to announce the addition of Mark Klopfenstein. Mark is located in PCE's Atlanta, Georgia office.

Late last year Congress passed the final version of the Tax Cuts and Jobs Act of 2017. Although the plan does not alter ESOP legislation, there are some indirect effects on ESOPs.  Some of the changes will impact the valuations of ESOP-owned companies.

When:   July 31, 2018

When: April 17 -21, 2018

When:  April 18 - 20, 2018

When:  February 27, 2018