ESOP Advisory
Our experts are committed to supporting all stages of employee-owned businesses with tailored solutions and strategic guidance.
ESOP Advisory
Our experts are committed to supporting all stages of employee-owned businesses with tailored solutions and strategic guidance.
ESOP Advisory
Our experts are committed to supporting all stages of employee-owned businesses with tailored solutions and strategic guidance.
ESOP Advisory
Our experts are committed to supporting all stages of employee-owned businesses with tailored solutions and strategic guidance.
ESOP Advisory
Our experts are committed to supporting all stages of employee-owned businesses with tailored solutions and strategic guidance.
ESOP Advisory
Our experts are committed to supporting all stages of employee-owned businesses with tailored solutions and strategic guidance.
What We Do
As a nationally recognized ESOP practice, our team is dedicated to supporting employee-owned companies across all industries. Whether you’re looking to form an ESOP or need to navigate an existing plan, our professionals work with you to find the solution that allows you to maintain your legacy and support your employees while maximizing your company’s performance.
New ESOP Formation
• Provide initial education on ESOP benefits and the various structures
• Assess the viability of financing an ESOP transaction
• Fund the ESOP through senior lending
Existing ESOP Companies
• Refinance seller notes and other subordinated obligations
• Evaluate potential strategic growth initiatives, such as M&A and expansion opportunities
• Provide insights on optimal capital allocation and capital structure
• Offer guidance on strategies to fund repurchase obligation
Our Experts
Leah Turnbull
National ESOP Practice Lead, Corporate Advisory
Leah Turnbull is the National ESOP Practice Lead and Director within BMO Corporate Advisory. She is dedicated to advising Boards of Directors and C-level executives…(..)
View Full Profile >Area of expertise: esop advisory
Amanda Sigg
Managing Director, Corporate Advisory
Amanda is a Managing Director within BMO Corporate Advisory. She is dedicated to advising Boards of Directors and C-level executives on corporate finance topics suc…(..)
View Full Profile >Area of expertise: esop advisory
Steve Suckow
Director, Corporate Advisory
As Director of the BMO Corporate Advisory Group, Steve Suckow supports nearly every facet of the Bank's ESOP practice. Leveraging as a C-suite executive of an E…(..)
View Full Profile >Area of expertise: esop advisory,