Menke & Associates, Inc. was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry. Today, the firm is one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions.

  • The five senior legal department members have an average 26 years of ESOP transaction experience – ranging from 10 to 49 years of experience.
  • The five senior investment bankers have an average 26 years of ESOP structuring experience – ranging from 8 years to 37 years.
  • The nine ESOP administrators have an average 13 years of ESOP administration experience – ranging from 4 years to 24 years.
  • These officers and associates have participated in over 3,000 transactions.

Single Source Provider for All ESOP Services

  • We provide all the services needed to design and install an ESOP, including Structuring, Legal & Tax Compliance, Valuation, Documentation, Debt Capital Raising (if required), Employee Communication, and Administration.

Oldest ESOP Advisor

  • Menke, the premier ESOP advisor (and an employee-owned firm), was founded in 1974. 2014 marks our 40th anniversary!

Most ESOPs created

  • Since 1974, Menke has structured over 3,000 ESOPs, the most by any single organization.
  • We design and install ESOPs for companies with as few as 10 employees and as many as 10,000 employees.

Largest Number of Administrations

  • Menke administers nearly 1,000 ESOPs, more than any other firm.

Complete Regional Presence

  • Menke has 8 Regional offices throughout the U.S.
  • Menke has designed and installed ESOPs in all 50 states.