Pilot Hill Advisors consult extensively with companies facing mature ESOP issues, which include repurchase obligations, funding strategies, sustainability, refinancing, second-stage transaction planning, sale or merger of the business and plan termination.

As the company's ESOP advisor and investment banker, Pilot Hill assists in the following ways:

  • Model and analyze future repurchase obligations
  • Develop sustainable funding strategies to normalize long-term contribution levels
  • Analyze and structure second-stage ESOP transactions
  • Profile alternative methods for terminating or unwinding the ESOP

Please contact us if you would like to discuss any of your ESOP concerns or learn more about Pilot Hill Advisors' ESOP Consulting Practice.