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Employee Stock Ownership Plan (ESOP)

Employee Stock Ownership Plan (ESOP)

Wintrust ESOP Finance

Implementing an ESOP can be a complex process that results in significant changes in a company’s cash flow and balance sheet. Our ESOP professionals can provide privately owned companies, in a variety of industries across the United States, with the financing and expertise to ensure a smooth and sustainable transition from current ownership to employee ownership. Our team is focused solely on this space and has extensive experience. We know the nuances of ESOPs and can guide your business in ways the average banker simply cannot. We look forward to a thoughtful discussion regarding ESOP as your business transition alternative.

Representative Transactions

Marketing and Public Relations Firm
Interior Contractor
Aerial Equipment Distributor and Rental Company
Temporary Staffing and Human Resource Services

Patrick Stoltz

Managing Director & Group Senior Vice President

James Swabowski

Senior Vice President

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