An Employee Stock Ownership Plan (ESOP) can be an attractive way to gain tax advantages, protect your legacy, and help you attract and retain top talent. Our ESOP experts will guide your company through the complexities of this transaction option.
ESOPs are sophisticated financial transactions requiring both technical financial expertise and industry-specific experience. Our professionals have decades of experience leading firms in the engineering and construction sector through the feasibility, design, financing, and negotiation phases of ESOP formations. We tailor the ESOP transaction process to align with company- and shareholder-specific needs to ensure a customized approach that optimally serves your objectives. objectives.
BaseRock’s team excels in securing capital for ESOP buyouts and refinancing existing debt. With strong relationships in the ESOP capital-provider community, we assist our clients in obtaining favorable lending terms for ESOP-related debt.
We are well versed in the complexities and Employee Retirement Income Security Act of 1974 (ERISA) fiduciary concerns that arise during the sale of an ESOP-owned company. Our professionals leverage their substantial industry-specific ESOP expertise throughout your sale process to optimize transaction outcomes.
This distinct blend of M&A and ESOP expertise provides our clients with a comprehensive understanding of each option, empowering them to make well-informed decisions. Our approach ensures that clients have all the necessary information to evaluate the advantages and considerations of each path and thus facilitates a decision-making process that aligns with their strategic objectives and financial goals.
Considering an ESOP as a succession strategy for your engineering or construction firm? BaseRock Partners is here to guide you through the complexities. Schedule a consultation with our experts to discover how an ESOP can benefit your business and employees alike.
BaseRock Partners is led by experts with a proven track record in both the operational and advisory aspects of the engineering and construction industry. Our leadership has directly contributed to numerous transactions and held key positions within the sector, providing us with a unique insight into successfully managing and closing engineering and construction deals.
Presentation Topic BaseRock Partners’ Dustin Bass and Matthew Drake will deliver an M&A market update, sharing perspectives on current trends, valuations, and …
Meet Matt Drake at the ESCA 2026 Leadership Summit in St. Petersburg, FL, on February 18-20. Hosted by the Employee-Owned S Corporations of …
Meet Matt Drake at The ESOP Association’s Professionals’ Forum in Charleston, SC, February 4-6, 2026. The ESOP Association’s Professionals’ Forum is an …
Presentation Topic Matthew Drake from BaseRock Partners will co-present, ESOPs in the Construction Industry, on October 2, at the Rocky Mountain CFMA …
This article was updated in July 2025. Are you thinking about selling your construction or contracting business? If so, you may be …
Presentation Topic Matthew Drake and Dustin Bass from BaseRock Partners present “M&A and ESOP Update for the Construction Industry” at the 2025 Lockton …
Presentation Topic Matthew Drake from BaseRock Partners and Leah Turnball from BMO present, Building the Future: The Rise of ESOPs in the …
Denver, CO (March 13, 2025) – BaseRock Partners is pleased to announce the sale of Allied Construction Services (“Allied”) to an Employee …
Denver, CO (February 20, 2025) – BaseRock Partners is pleased to announce the sale of Key Construction, an ENR Top 400 Contractor, …
Denver, CO (January 31, 2025) — BaseRock Partners is pleased to announce the sale of American Structural Concrete (“ASC”) to an Employee …
Denver, CO (January 15, 2025) – BaseRock Partners announces the sale of New England Finish Systems to an Employee Stock Ownership Plan …
Denver, CO (November 5, 2024) – BaseRock Partners announces the successful sale of SunWest Builders to an Employee Stock Ownership Plan (ESOP). …
Meet us at the ESOP Association (TEA) Employee Owned Conference in Las Vegas, NV November 13-15, 2024. The Employee Owned Conference, attended …
Meet us at the upcoming ESOP Association (TEA) Professionals’ Forum in New Orleans, LA on February 7th-9th, 2024. The ESOP Association’s Professionals’ …
Denver, CO (January 30, 2024) – BaseRock Partners is pleased to announce the sale of Brix Paving Northwest Inc. and Roger Langeliers …
Denver, CO (October 26, 2023) – BaseRock Partners is pleased to announce the sale of McAninch Corporation (“McAninch” or the “Company”), a …
BaseRock Partners Represents the California based heavy civil firm on the sale to its employees Ghilotti Construction Company (“GCC”) is one of …