Skip navigation
Our Firm Client Services Learn About ESOPs Completed Transactions Industries News Room Upcoming Events

Client Services

Financing



SES Advisors can help you raise the capital needed to finance your Employee Stock Ownership Plan transaction.

 

We simplify the process by working diligently on your behalf to attain the best terms for your ESOP loan. SES Advisors has substantial experience with financing for leveraged ESOPs and we’ve developed solid relationships with established lenders familiar with the unique needs of ESOP companies.

 

We offer the following ESOP financing services to our clients:

  • Capital Structure - Analyze a company's capital structure, business plan and impact of an ESOP transaction to determine the optimal capital structure.
  • Lender Search - Use our relationships and contacts to identify likely lenders.
  • Financing Memorandum - Prepare a confidential financing memorandum and market the investment to a targeted list of lenders.
  • Lender Meetings - Organize and facilitate client meetings with interested lenders.
  • Evaluate Proposals - Analyze proposals and recommend the financing alternative that best meets a company's current needs and future plans.
  • Lender Selection - Evaluate lender offers in view of the clients' objectives.
  • Complete the Financing - Negotiate with the selected lenders and manage the financing process to completion.

 

Because this is more than a simple bank loan, SES Advisors provides you with a team of professionals who understand the complexities of ESOPs. Our team possesses many distinguishing advantages, including:

 

    • Depth of financial experience and expertise

    • Proven skills in securing ESOP financing

    • Experience in most industries

    • National reputation and trusted character

    • Background in banking and finance

 

To learn more about SES Advisors' ESOP financing capabilities, please call Bob Massengill, President, at 973-540-9200 or click below to view his recent presentations and articles on this subject:

 

View Bob Massengill's "ESOP Financing Basics - Lender's Perspective," presented before the 2005 annual conference of the NCEO and the Beyster Institute.

 

Read Bob's "Non-Leveraged ESOPs," published in the NCEO's Journal of Employee Ownership Law and Finance, Fall 2004.