Employee Stock Ownership Plans

Access objective advice regarding the best solutions to meet your ESOP financing needs.

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$3.5B+

We have assets in excess of $3.5 billion.

10+

Our dedicated ESOP team—formed more than 10 years ago—is the largest in the US, representing a diversity of expertise. All seven are members of the ESOP Association, ESCA and NCEO.

15

Each member of our ESOP Advisory Group has worked with ESOPs for an average of 15 years.

 

Client Success

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who we are

 

What We Do

 

The members of our ESOP Advisory Group are here to serve you in a true advisory capacity. Our team can help you determine if an ESOP is right for your company and, if it is, how to maximize the benefits for your employees and your family.

Depth of Knowledge

Our ESOP Advisory Group members bring a wealth of experience to your engagement and come from a variety of backgrounds—including involvement in private equity, business valuations, plan administration, working with trustees and functioning as CPAs and fiduciaries. We’re also active participants in the industry, fulfilling leadership roles across a number of ESOP organizations. This helps us maintain strong relationships with other leading ESOP professionals and remain at the forefront of the industry’s best practices.

National Footprint

As an independent firmwide resource, we collaborate with bankers, underwriters and investment professionals across our firm’s national platform. This includes Commercial Banking, Investment Banking, Wealth Management/Private Banking, Middle Market Financial Sponsors Group and Chase Placements.

Solving for Complexity

We get involved in complex structuring issues—from new and second-stage ESOP transactions, to M&A and corporate financing solutions. Solving for mature ESOP issues, including repurchase obligation, is among our areas of expertise, as is consulting on IRS and Department of Labor compliance issues.

More Than Financing

As a purely advisory resource within J.P. Morgan, we support your financing activities with education, transaction planning and structuring. We also offer unbiased consultation on the right financing for your business.

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FAQ

Find the answers to frequently asked questions about ESOPs.

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Events

Join our thought leaders for their perspective on dynamic business environments, a challenging economy, and evolving risks and regulations.

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Our Capabilities

See how we help companies like yours maximize the benefits of an ESOP in our ESOP Advisory Group Capabilities brochure.

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