Mergers & Acquisitions

ESOPs

To achieve a liquidity event, owners are best served by considering all options, conventional and innovative. Considering ownership transition alternatives, including the use of an Employee Stock Ownership Plan (ESOP) as a corporate finance technique for business ownership transition, can potentially offer unique tax saving benefits.

The EdgePoint team combines expertise in ESOPs, mergers and acquisitions, and transactional finance to bring unprecedented value to the small and middle market business owner.

ESOP acquisitions are complex and tax-sensitive transactions. These transactions require structuring experience and creativity to meet all shareholders' objectives. Our expertise in structuring ESOP transactions has enabled us to devise a variety of capital structure solutions to meet the most challenging circumstances. Our team assists management and shareholders throughout the entire process to ensure a successful implementation and transition.