Buy and Sell Side M&A Advisory Services
While Menke is nationally recognized for its leadership in designing and implementing Employee Stock Ownership Plans (ESOPs) for privately held businesses, our capabilities extend well beyond ESOP consulting. Our corporate finance professionals provide comprehensive M&A advisory services — with particular expertise in structuring, financing, and executing ESOP buyouts — tailored to meet the strategic goals of business owners.
We assist clients with a range of complex and high-stakes transactions, including:
Sell-Side Representation to ESOPs: Guiding business owners through the process of selling part or all of their company to an ESOP — from transaction design through final execution — to maximize value while ensuring compliance with ERISA and tax regulations.
Capital Sourcing for ESOP Transactions: Helping sellers raise the optimal mix of senior and subordinated debt to finance ESOP buyouts. We work with a wide network of commercial banks, mezzanine lenders, private credit funds, and institutional investors to secure the best possible terms.
Strategic M&A for ESOP-Owned Companies: Advising ESOP companies on growth through strategic mergers and acquisitions, whether acquiring synergistic targets or exploring potential strategic exits.
M&A Advisory for Non-ESOP Businesses: In select engagements, we provide M&A services to privately held companies exploring strategic alternatives — including sales to third parties or mergers with synergistic partners — even when an ESOP is not involved.
Our dual specialization in ESOPs and middle-market M&A transactions provides unique advantages in navigating the nuances of employee ownership, transaction structuring, and capital markets.
