ESOPs & Financings
Employee Stock Ownership Plan feasibility analyses, transaction structuring and capital sourcing
Sophisticated ESOP Structuring & Capital Solutions to Preserve Your Legacy
Business owners seeking an exit can struggle to balance the need for liquidity with the desire to preserve their company’s legacy and reward long-tenured employees.
The specialized nature of an ESOP requires a prudent financial structure and an understanding of the post-transaction compliance requirements.
Eureka assists its clients in structuring tax-efficient ESOPs as a viable alternative to a straight sale. In our work, we leverage our deep capital markets relationships to secure favorable financing terms.
By aligning the interests of selling shareholders, management and employees, we help develop transaction structures that optimize tax benefits and provide a sustainable path for the company’s future.
Our ESOP Work
- Feasibility analyses
- Valuation guidance
- Capital raising
- Coordinating documentation
Featured ESOP & Financing Transactions
New Belgium Brewing Company, Inc.
Advised New Belgium Brewing Company, a large U.S. craft brewer, on the sale of a 58.5% interest to an ESOP which resulted in the company being fully ESOP owned
Peerless Electronics, Inc.
Advised Peerless Electronics, a distributor of switches, circuit breakers, sensors, and relays, on its sale to an ESOP
National Home Healthcare Corp.
Raised senior debt financing of $40,000,000 for National Home Healthcare Corp., a provider of home healthcare and staffing services
