Expert guidance for your ESOP-owned company
Our experts advise ESOP-owned companies on all corporate finance and M&A matters. Regardless of which specific task is immediately ahead of you, the most successful ESOP-owned companies are those that actively manage and plan with their ESOP in mind. That’s where we come in.
Personalized approach to your ESOP
With PCE, you have a comprehensive suite of customized solutions and a team that stands with you at every step, ready to roll up their sleeves and tackle your goals. Whether it’s growing your business, performing a hold-sell analysis, or working with your trustee, we put our experience to work for you, allowing you to stay focused on growing your business.
All engagements start with our investment bankers taking time to understand your priorities. Then we work tirelessly to find creative and efficient solutions to fulfill your needs.
As ESOP investment bankers, our advisors offer a unique perspective. They’re fully engaged on ESOP transactions while maintaining a firm view of the non-ESOP environment. In other words, you get the full picture, because our experts have been there and done that.
Advisory Services for ESOP-owned companies
- Acquisition of other companies
- ESOP Fairness Opinions
- Capital raising for growth or refinancing
- Buying or selling stock involving the ESOP trust
- ESOP sustainability issues
- Sell versus hold analysis
- Selling an ESOP-owned company
Take the next step
Complete the form below, and we’ll contact you to discuss your business goals and aspirations.