Recent Transactions
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Construction
Transaction Amount
$110,000,000
Financing & sale to ESOP
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Retail
Transaction Amount
$52,500,000
Sale to ESOP
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Supermarket Stores
Transaction Amount
$62,000,000
Sale to ESOP
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Agricultural Product Distributor
Transaction Amount
$170,000,000
Financing & sale to ESOP
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Consulting
Transaction Amount
$27,200,000
Financing & Sale to ESOP
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Technology
Transaction Amount
$15,500,000
Sale to ESOP
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Construction
Transaction Amount
$28,000,000
SALE to ESOP
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Electrical & Civil Contractor
Transaction Amount
$56,000,000
Financing & Sale to ESOP
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PET FOOD INDUSTRY
Transaction Amount
$60,000,000
FINANCING & SALE TO ESOP
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Pharmaceutical Company
Transaction Amount
$125,000,000
Financing & Sale to ESOP
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GRAIN & FLOUR PRODUCTS
Transaction Amount
$58,000,000
FINANCING & SALE TO ESOP
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ENVIRONMENTAL CONSULTING
Transaction Amount
$20,500,000
FINANCING & SALE TO ESOP
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COMMERCIAL BUILDING PRODUCTS
Transaction Amount
$33,000,000
FINANCING & SALE TO ESOP
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PAYMENT PROCESSING
Transaction Amount
$35,000,000
SALE TO ESOP
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ENERGY RESELLER
Transaction Amount
$296,000,000
FINANCING & SALE TO ESOP
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COMMUNICATION INDUSTRY
Transaction Amount
$40,000,000
FINANCING & SALE TO ESOP
Featured Clients
Automotive Parts Wholesaler & Distributor
- Company specializing in several major lines of exhaust products, ranging from mufflers, glass pack mufflers, exhaust hardware, components, catalytic converters, performance mufflers, cat back systems, all made in the USA
- Leader in the performance truck market, offering: bed covers, step rails, grill guards, tool boxes, and performance electronics
- S Corporation with approximately 186employees
- Company value $7,200,000
- 10 shareholders
Warehouse & Fullfillment Services
- LLC valued at $10 million
- 100% owned by Revocable Family Trust
- Approximately 160 employees
- Company specializes in supply chain shipping and receiving
Electrical & Civil Contractor
- Divisions: civil & excavation, electrical & instrumentation, high voltage, wireless & communications
- Located in Utah with other locations across Wyoming, Texas, North Dakota, Colorado & Kansas
- S Corporation with approximately 300 employees
- Company value $54,100,000
- 12 shareholders, several family members involved in the business
Pet Food Manufacturer
- Pet food component manufacturer
- Business consists of 3 LLCs
- 2 main owners in early 50’s
- 3 locations with hundreds of employees
- Very low basis
- Large relative AAA attributable to main owners
Commercial Contractor
- Commercial plumbing and mechanical contractor for large medical centers, tech facilities, manufacturing plants, and professional sports stadiums
- C Corporation with approximately 750 union and non-union employees
- 3 shareholders, several family members involved in the business
- Company value $110,000,000
Concrete Construction Company
- Specialized C-8 concrete contractor
- High quality concrete foundation construction for tract home builders, custom home builders, and commercial general contractors
- S Corporation with approximately 530 employees
- Company value $28,000,000
- 4 shareholders, no family members involved in the business
