ESOP Financing: Navigating the Complexity of Obtaining Capital

Many ESOP transactions require external funding from a bank or other debt financing providers. The financial professionals at SES Advisors are seasoned in assisting clients with structuring, soliciting and negotiating various forms of ESOP transaction financing.

"With experience in raising and negotiating over $1 billion in transaction financing, the professionals of SES Advisors will ensure financing terms that are competitive and an appropriate fit for clients."

SES Advisors’ clients benefit from our deep understanding of the immediate and ongoing subtleties associated with ESOP transactions. Our background as commercial and investment bankers provides our clients with insight and negotiating leverage, especially with respect to key financing terms that will be mutually acceptable for the client and the lender.

SES will work with incumbent and other local financing sources as well as introduce clients to experienced national ESOP lenders.

Ready to Move Forward?

To get started in finding the best financing for your ESOP, please contact us.

Webinar

Structuring an ESOP to Meet Company and Owner Goals