This list represents the range of transaction sizes and the nature of representation for which the ESOP Plus℠ team has been engaged.
Private Company: Represented the ESOP trustee in the $1.1 billion sale of the company to a Swiss public company.
Private Company: Represented individual ESOP trustee in $1,600,000 leveraged purchase of 24% of company stock.
Private Company: Represented independent ESOP trustee in $14,000,000 partially leveraged and partially seller financed purchase of 100% of company stock.
Private Company: Represented company in establishment of ESOP and $4,375,000 leveraged purchase of 22% of company stock.
Private Company: Represented company in establishment of ESOP and $3,800,000 purchase of 100% of company stock.
Private Company: Represented independent trustee in $1,375,000 purchase of 30% of company stock.
Private Company: Represented company in establishment of ESOP and $52,000,000 transaction.
Private Company: Represented plumbing Company in establishment of ESOP and $3,000,000 purchase of controlling interest.
Private Company: Represented company in establishment of ESOP and $2,350,000 purchase of 33% of company stock.
Private Company: Represented independent trustee of ESOP in $9,000,000 purchase of 47.5% interest in health care company stock.
Private Company: Represented individual trustee of ESOP in $244,125 purchase of remaining 10% ownership of company stock
Private Company: Represented individual trustee of ESOP in $500,000 purchase of minority interest in company.
Private Company: Represented company in establishment of ESOP and $8,000,000 purchase of 100% of company stock.
Private Company: Represented company in establishing non-leveraged ESOP.
Private Company: Represented professional engineering company in establishment of ESOP and $3,000,000 purchase of 100% of company stock.
Private Company: Represented independent trustee of ESOP in $43,000,000 purchase of 100% of company stock.
Private Company: Represented company in establishment of ESOP and $7,500,000 purchase of company stock.
Private Company: Represented individual ESOP trustee of ESOP in making tender offer to over sixty company shareholders.
Private Company: Represented company in establishment of ESOP and $3,200,000 purchase of company stock.
Private Company: Represented independent trustee in tender offer and purchase of $135,000,000 of company stock.
Private Company: Represented company in establishment of ESOP and $10,000,000 purchase of company stock.