Expert guidance for your ESOP-owned company

At the intersection of our investment banking and ESOP advisory expertise is our work advising ESOP-owned companies. PCE experts understand the various challenges specific to transactions for these companies. Our advice is always designed to accommodate the details of the ESOP and tailored to satisfy your key business objectives. 

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

Sell or Hold?

An important question for ESOPs

an image

ESOP Advisory Resources

Catch up with all our latest news and developments

Take the next step

Complete the form below, and we’ll contact you to discuss your business goals and aspirations.

Resources Center

Explore our archive of market-leading information and intelligence.

an image