Establish a Lasting Legacy
With more than 7,000 U.S. companies held through employee stock ownership plans (ESOPs), this structure is popular with business owners and the 14 million ESOP participants as a method of ownership transfer.
Offer your employees full or partial ownership, significant retirement benefits and clear succession planning by selling to an ESOP. Our team of experienced bankers understands these highly complex transactions and can guide you through the entire process.
ESOPs offer significant liquidity, tax and estate planning advantages for sellers. They also benefit stakeholders by enabling them to participate in the company’s future equity, creating an ownership mindset, and serving as a recruiting and retention tool.
FMI has broad ESOP experience across the built environment, including setting up best practices in corporate governance, creating flexible financing arrangements and ensuring a smoothly executed process.
Proven Expertise
We offer:
ESOP Sell-side Advisory
We help owners and shareholders navigate the process of selling a company to an ESOP with precision and attention to detail.
Dual-process Option
Make well-informed decisions by exploring an ESOP and third-party sale simultaneously. Our combination of M&A and ESOP experience allows both processes to run concurrently to achieve the optimal outcome.
ESOP M&A
Our team has extensive experience selling ESOP-owned companies, helping you to understand and navigate complex challenges and fiduciary issues.
ESOP Capital Raising
Leverage our deep relationships with ESOP capital providers to help with buyouts, recapitalizations or refinancing existing debt.
Key Benefits
Are you considering selling to an ESOP?
If you're ready to start a conversation, we have a team of experts in your sector who can help you clarify your goals, understand the market and evaluate your options.