Transaction Advisory Services
Transaction Advisory and ESOPs
Our professional staff has participated in hundreds of transactions and understands what it takes to drive value and execute transactions with superior results. From deal inception through completion, we provide objective advisory services to withstand scrutiny and realize client expectations.
In addition, our nationally-recognized employee stock ownership plan (ESOP) valuation specialists possess the experience and training to satisfy stringent fiduciary requirements.
Our transaction advisory and ESOP valuation experiences include, among others:
- Fairness opinions
- Solvency opinions
- Buy-sell agreements
- Acquisition target assessment
- Going-private transactions
- Synergistic benefits analyses
- Recapitalizations and leveraged buyouts
- Bankruptcies and reorganizations
- Financial reporting
- ESOP feasibility and fairness opinions
- ESOP annual updates
- ESOP transactions and sales