ESOP Formation

Many transaction alternatives exist that allow shareholders to monetize a portion of their illiquid private equity and diversify their holdings, yet retain the ability to participate in future capital appreciation. ESOPs can provide unique opportunities for change, while offering an attractive measure of consistency to both shareholders and companies. Statesman is an experienced intermediary that can assist in determining the feasibility of a transaction, developing an appropriate structure, negotiating the terms, and raising the necessary capital to drive a transaction to a successful conclusion.

ESOP Services

• Annual appraisals for Plan trustees
• Financial advisory services for Plan trustees