Employee Stock Ownership Plan (ESOP)

Employee Stock Ownership Plan (ESOP)

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

$17.5 million - Specialized Technical Engineering firm Serving Department of Defense - Southeast
$22 million - Provider of Engineering Solutions and Technologies - Midwest
$10 million - Metal Panel/Roofing and Wall Enclosure Contractor - Midwest
$16.5 million - Provider of High-End Engineering Services - Southeast

Patrick Stoltz

Managing Director & Group Senior Vice President

James Swabowski

Senior Vice President

Nick Karalis

Vice President


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