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Employee Stock Ownership Plan (ESOP) - Representative Transactions
Employee Stock Ownership Plan (ESOP) - Representative Transactions
COMPANY
ENGINEERING
SERVICES
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$5,500,000
COMMITTED CREDIT FACILITIES
COMPANY
MARKETING AND COMMUNICATIONS FIRM
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$1,700,000
COMMITTED CREDIT FACILITIES
COMPANY
MARKETING AND PUBLIC RELATIONS FIRM
OUR SOLUTION
Newly implemented 49% C-Corp. ESOP and working capital
LOCATION
Southwest
DEAL HIGHLIGHT
$4,000,000
COMMITTED CREDIT FACILITIES
COMPANY
INTERIOR
CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$4,500,000
COMMITTED CREDIT FACILITIES
COMPANY
PROVIDER OF ENGINEERING SOLUTIONS AND TECHNOLOGIES
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$25,000,000
COMMITTED CREDIT FACILITIES
COMPANY
CONSTRUCTION, ENVIRONMENTAL, AND ENGINEERING SERVICES CONSULTING FIRM
OUR SOLUTION
Refinance of existing 100% S-Corp. ESOP, working capital, and acquisition financing
LOCATION
Northeast
DEAL HIGHLIGHT
$22,000,000
COMMITTED CREDIT FACILITIES
COMPANY
BUSINESS TELECOMMUNICATIONS AND CALL CENTER SUPPORT
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$4,300,000
COMMITTED CREDIT FACILITIES
COMPANY
HVAC CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$7,500,000
COMMITTED CREDIT FACILITIES
COMPANY
MECHANICAL
CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP, construction loan, and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$33,000,000
COMMITTED CREDIT FACILITIES
COMPANY
METAL PANEL/ROOFING AND WALL ENCLOSURE CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Mideast
DEAL HIGHLIGHT
$10,000,000
COMMITTED CREDIT FACILITIES
COMPANY
GENERAL
CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$23,000,000
COMMITTED CREDIT FACILITIES
COMPANY
ELECTRICAL
CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$9,000,000
COMMITTED CREDIT FACILITIES
COMPANY
ENGINEERING
SERVICES
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
South Atlantic
DEAL HIGHLIGHT
$5,000,000
COMMITTED CREDIT FACILITIES
COMPANY
ENGINEERING
SERVICES
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
South Atlantic
DEAL HIGHLIGHT
$4,500,000
COMMITTED CREDIT FACILITIES
COMPANY
GENERAL
CONTRACTOR
OUR SOLUTION
Second stage 100% S-Corp. ESOP transaction and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$49,000,000
COMMITTED CREDIT FACILITIES
COMPANY
SPECIALTY MANUFACTURER & HVAC CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$7,800,000
COMMITTED CREDIT FACILITIES
COMPANY
HEALTH CARE CONSULTING
OUR SOLUTION
Newly implemented 49% C-Corp. ESOP and working capital
LOCATION
Mid-Atlantic
DEAL HIGHLIGHT
$4,250,000
COMMITTED CREDIT FACILITIES
COMPANY
MECHANICAL CONTRACTOR
OUR SOLUTION
Working capital to existing majority ESOP-owned C-Corp.
LOCATION
Midwest
DEAL HIGHLIGHT
$8,000,000
COMMITTED CREDIT FACILITIES
COMPANY
CATERING
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Southwest
DEAL HIGHLIGHT
$17,000,000
COMMITTED CREDIT FACILITIES
COMPANY
PUBLIC RELATIONS
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
South Atlantic
DEAL HIGHLIGHT
$12,500,000
COMMITTED CREDIT FACILITIES
COMPANY
PUBLIC
RELATIONS
OUR SOLUTION
Newly implemented 30% C-Corp. ESOP and working capital
LOCATION
South Atlantic
DEAL HIGHLIGHT
$17,500,000
COMMITTED CREDIT FACILITIES
COMPANY
MAGAZINE
PUBLISHER
OUR SOLUTION
Refinance of existing 100% S-Corp. ESOP and working capital
LOCATION
South Atlantic
DEAL HIGHLIGHT
$6,000,000
COMMITTED CREDIT FACILITIES
COMPANY
TEMPORARY
STAFFING
OUR SOLUTION
Newly implemented 30% C-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$27,750,000
COMMITTED CREDIT FACILITIES
COMPANY
ARCHITECTURE AND INTERIOR DESIGN FIRM
OUR SOLUTION
Second stage 100% S-Corp. ESOP transaction and working capital
LOCATION
Southwest
DEAL HIGHLIGHT
$14,000,000
COMMITTED CREDIT FACILITIES
COMPANY
WHOLESALE INDUSTRIAL SUPPLIER
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Southeast
DEAL HIGHLIGHT
$14,000,000
COMMITTED CREDIT FACILITIES
COMPANY
INSURANCE BROKERAGE AGENCY
OUR SOLUTION
Newly implemented 30% C-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$20,000,000
COMMITTED CREDIT FACILITIES
COMPANY
WARRANTY PROVIDER
OUR SOLUTION
Newly implemented 30% C-Corp. ESOP and working capital
LOCATION
Southwest
DEAL HIGHLIGHT
$16,000,000
COMMITTED CREDIT FACILITIES
COMPANY
MANUFACTURER SALES REP
OUR SOLUTION
Refinance of existing 100% S-Corp. ESOP and working capital
LOCATION
Midwest
DEAL HIGHLIGHT
$8,250,000
COMMITTED CREDIT FACILITIES
COMPANY
SPECIALTY CONTRACTOR SERVING PRIVATE AND GOVERNMENT SECTORS
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
West
DEAL HIGHLIGHT
$30,000,000
COMMITTED CREDIT FACILITIES
COMPANY
ENGINEERING
SERVICES
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
Northwest
DEAL HIGHLIGHT
$12,000,000
COMMITTED CREDIT FACILITIES
COMPANY
INVESTMENT
MANAGEMENT FIRM
OUR SOLUTION
Newly implemented 30% C-Corp. ESOP and working capital
LOCATION
Southwest
DEAL HIGHLIGHT
$22,250,000
COMMITTED CREDIT FACILITIES
COMPANY
SPECIALTY
CONTRACTOR
OUR SOLUTION
Newly implemented 100% S-Corp. ESOP and working capital
LOCATION
West
DEAL HIGHLIGHT
$15,500,000
COMMITTED CREDIT FACILITIES
COMPANY
SPECIALTY CONTRACTOR
OUR SOLUTION
Refinance of existing 100% S-Corp. ESOP and working capital
LOCATION
Southwest
DEAL HIGHLIGHT
$25,000,000
COMMITTED CREDIT FACILITIES
