PDFEmailPrint

A Sampling of Recent ESOP Transactions

PDFEmailPrint

Argent Trust Company

  • Representation of ESOP Trustee in the purchase of 100% of the stock of MorganFranklin Consulting

Horizon Trust & Investment Management

  • Representation of ESOP Trustee in the purchase of 100% of the stock of Bulldog Battery

Old Fort Banking Company & Gillmor Financial Services, Inc.

  • Approval of ESOP's application for bank holding company status and acquisition by ESOP of 45% of Gillmor Financial stock

Greatbanc Trust Company

  • Representation of ESOP Trustee in the sale of 100% of the stock of Herff Jones

Jenkins Automotive, Inc. (Nappanee, IN)

  • Leveraged purchase by ESOP of 100% of outstanding stock

ERMCO, Inc.

  • Represented company in 51% leveraged ESOP transaction

Avion Solutions, Inc. (Huntsville, AL)

  • Leveraged purchase by ESOP of additional minority interest in company

Shiel Sexton, Inc.

  • Leveraged acquisition by Shiel Sexton, Inc. ESOP of 100% of outstanding stock of Shiel Sexton, Inc.

Argent Trust Company

  • Purchase of 100% of the stock of Paper Machinery Corporationon by the Paper Machinery Coproation ESOP

First Bankers Trust Services, Inc.

  • Sale of 100% of the stock of Harlow-HRK Sales & Marketing, Inc. to Impact Sales, LLC

Forte Residential, Inc.

  • Purchase by Trustee of Forte Residential, Inc. ESOP of controlling interest in Forte Residential, Inc.