With a 20-year track record & hundreds of completed transactions, we’ve earned our reputation as the nation’s top #ESOP investment bank.
New York, NY
Joined February 2013
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We're not in the business of winning awards, but it's always great to be recognized by your peers. Congrats to Larry Kaplan, Alex Mumblat, Richard Harmon, our entire team, and our deal partners for earning top honors on a pair of major #ESOP transactions.
@theNCEO Annual Conference is off and running! Meeting us for the first time? Here's more about our #ESOP advisory practice.
Whether you're in @KansasCity or scrolling through @Twitter, don't hesitate visit us at Booth 29 or reach out. We look forward to meeting you!
Heading to the #NCEO Annual Conference? Meet Michael Bannon and David Blauzvern at Booth 29, or book a one-on-one meeting: meetings.hubspot.com/dblauzv…
We're excited to catch up with clients, partners, and the entire #ESOP community at @theNCEO 2023!
ALT Book time to meet with us at NCEO 2023: https://meetings.hubspot.com/dblauzvern
Congrats to Andrew Nikolai and Doron Saraf-Kashani on their well-deserved promotions! Thanks for your continued dedication our clients and our nationally-recognized #ESOP work.
Big congrats to Richard Harmon, Doron Saraf-Kashani, and the entire team behind this outstanding #ESOP transaction. We're proud to share this honor with Morrison Cohen LLP and Dvorak Law Group, LLC and grateful for the kind recognition by The M&A Advisor.
ALT Professional Services Deal of the Year | The M&A Advisor
The modern #ESOP is a product of our democratic process. Voting is the central act of American #democracy. So, get out there and #vote today. Find your polling place: vote.org/polling-place-locat…
Join us Thursday for an interactive webinar tailored for #ExitPlanning advisors. Learn #EmployeeOwnership basics and see how leveraged #ESOP transactions compare with other succession and shareholder liquidity strategies. REGISTER NOW: hubs.la/Q01qM6Jh0
ALT ESOPs for Exit Advisors | Thursday, Oct. 27, 12pm ET
2023 #ESOP plan and individual account limits were just published. Here's full IRS memo on #CostOfLiving adjustments for Qualified Retirement Plans: hubs.la/Q01qvmQv0 #eom2022
ALT 2023 ESOP Limits
It's hard to appreciate #EmployeeOwnership Month if you haven't been introduced to ESOPs. Take 90 seconds to learn the basics, and check back with us throughout #EOM2022 as we share new resources from our nationally-recognized #ESOP advisors.
Never underestimate the potential of #EmployeeOwnership. CSG's Richard Harmon reflects on the power and impact of an #ESOP announcement.