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
KPC Healthcare, Inc.
Raised senior secured financing for KPC Healthcare, Inc., a Calif.-based hospital operator, from Credit Suisse Park View BDC
SubZero Constructors Inc.
Advised SubZero Constructors Inc., a manufacturer of thermal envelope and Industrial refrigeration systems, on its sale to an ESOP
Zumasys Inc.
Raised financing for the acquisition by Zumasys Inc. of the jBASE database from Temenos Group AG, a cloud computing concern
