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ESOP Transaction Design

Transaction design refers to a number of issues including the following,

  • How can the Transaction be designed to maximize the value received by the selling shareholders while making the transaction's cash flow affordable by the company.
  • Will the ESOP acquisition be financed by:
    • Bank loan,
    • Seller note,
    • 401k Lateral Transfer
    • Mezanine lender
  • If the acquisition will include Seller Notes will those notes include warrants as a part of the note holder's return?

We have more than 3 decades experience dealing with these issues and are well-positioned with a large number of ESOP lenders across the U.S.



3350 Players Club Pkwy,
STE 330
Memphis, TN 38125

Fax 901.682.8653