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Employee Stock Ownership Plan (ESOP)
Employee Stock Ownership Plan (ESOP)
Implementing an ESOP can be a complex process that results in significant changes in a company’s cash flow and balance sheet. Our ESOP professionals can provide privately owned companies, in a variety of industries across the United States, with the financing and expertise to ensure a smooth and sustainable transition from current ownership to employee ownership. Our team is focused solely on this space and has extensive experience. We know the nuances of ESOPs and can guide your business in ways the average banker simply cannot. We look forward to a thoughtful discussion regarding ESOP as your business transition alternative.
Representative Transactions
Patrick Stoltz
Managing Director & Group Senior Vice President
James Swabowski
Senior Vice President
COMMERCIAL LENDING
Loans to achieve your business vision
COMMERCIAL LENDING
Loans to achieve your business vision
Whether your business is looking for short-term funding for operational costs or for fixed asset purchases, we have the expertise to guide you.
TREASURY MANAGEMENT
Maximize your business strategy
TREASURY MANAGEMENT
Maximize your business strategy
With our best-in-class client service and sophisticated products, we’re able to help you meet and exceed business goals.
WEALTH SERVICES
Manage, preserve and grow your wealth
WEALTH SERVICES
Manage, preserve and grow your wealth
We offer financial solutions uniquely positioned to cater to your complex needs. We’re ready to provide the guidance to help you make the most of your wealth.