ESOPs come in many shapes and sizes

Depending on the goals of the owners and the needs of the business, we can help to determine the optimal investment structure for your situation, whether that means selling a portion of shares to employees, or selling 100% of shares to employees while retaining control of the business. Below are criteria that we look for in ESOP candidates:

ahsanization-wpvEMgFV4w0-unsplash.jpg

Company

  • Revenue: $10mm - $100mm

  • EBITDA: $2mm - $20mm

  • 2+ years profitability

Investment

  • Type: Structured Equity

  • Size: $10mm - $20mm

  • Term: 5 - 10 years

Geography

  • USA

industries

  • Industrial

  • Manufacturing

  • Business Services

  • Healthcare

  • Government Services

  • Technology

  • Media

  • Energy

  • Consumer

  • Specialty Finance