Whether you are selling 1% or 100% of your business to a new or existing ESOP, Menke provides comprehensive ESOP advice (investment banking, ERISA legal and ESOP administration pre-testing) to structure, quarterback and negotiate the transaction successfully. Over 51 years and 3,000 transactions have taught us how to close your deal on time, on budget, with favorable terms for all.
Readiness & Value Optimization
We kick things off with a readiness evaluation, including a value range, so you understand the key drivers for your business, and how an ESOP enhances the cashflows to you, your business, and your employees.
Capital Sourcing / Raise Financing
Menke provides capital structure advisory and placement services for new ESOP transactions or assist an existing ESOP company seeking a better capital structure. Our advisors have relationships and experience working with a wide range of capital providers such as commercial banks, mezzanine lenders, private credit funds and institutional investors. Each year we place hundreds of millions of new capital for our clients, for new transactions, refinancing, and repurchase obligation funding.
Structure
Our expert advisory and legal team create the ESOP structure that makes sense, from a financial and operational perspective, for you and your company.
1042 Qualified Replacement Property
An ESOP is often a diversification strategy, and the question is, what do you do when you We have relationships and experience working with a wide range of 1042 QRP providers, who provide tailored solutions for you.
Negotiations & Close
We quarterback the selection, due diligence, and negotiations with the ESOP deal team. Seasoned representation to protect your interests and drive a smooth closing.
Post Close
Unlike other advisors, we are there helping you and your team for the long run with MenkeESOP.com ESOP Administration. Many of our clients have been with us for 25+years.
