ESOP Transactions

Pilot Hill Advisors guides clients through every stage of an ESOP transaction from feasibility analysis, analytics and transaction structuring to capital raising, negotiating and closing.

The founders of Pilot Hill Advisors have focused on ESOP transactions for over 30 years and have advised owners on hundreds of deals during that time.

Some of these include 100% ESOP buyouts for companies with existing plans and those with none. We have also implemented partial ESOPs and second-stage ESOPs, as well as refinancing and terminating plans.

As the company's ESOP advisor, Pilot Hill evaluates and implements ESOP transactions in the following ways: 

Planning

• Prepare feasibility analysis and transaction structuring

• Develop and structure management incentive plans

• Estimate value and transaction capacity

Implementation

• Identify and screen ESOP trustees and appraisers

• Prepare and assist with due diligence

• Solicit and negotiate with providers of capital

• Negotiate with ESOP trustees

• Close the transaction