Employee Stock Ownership Plan Advisory Services

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.

Sell-Side Advisory Services

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.

Capital Raising

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.

ESOP M&A

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.

Dual-Track Processes

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.

Ready to Explore an ESOP for Your Business?

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.

Recent Transactions

BaseRock Partners Advises Brix Paving Northwest Inc. and Roger Langeliers Construction Co., On Their Sale To An ESOP

Baserock Partners Advises McAninch Corporation On Its Sale To An ESOP

BaseRock Advises Ghilotti Construction On Its Sale To An ESOP

Industry Expertise

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 E&C deals.

Building Materials

• Building Products
• Construction Materials

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Engineering and Construction Services

• Contractors
• Commercial & Industrial Services
• Residential Services
• Utility Services
• Engineering and Design

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What Our Clients Say

“We’re grateful to BaseRock Partners for partnering with us on this process. We couldn’t have done it without their expertise. Their reputation as a leader in this field is well-deserved.”

“BaseRock Partners came highly recommended to us within the construction industry, and we couldn’t have asked for a more capable partner during this pivotal time for RLC. Their insight and support gave us complete confidence as we worked through a pretty complex process.”

“BaseRock Partners came highly recommended to us within the construction industry, and their reputation as a leader in this field is well-deserved. Their guidance and expertise were instrumental in helping us navigate the complex process of transitioning to an ESOP. BaseRock not only provided valuable insight but also led us with precision through each step of the journey. We couldn’t have asked for a more capable partner during this pivotal time for McAninch Corporation."

BaseRock Partners provided exceptional insight and advice as we navigated a very difficult decision-making process. Their leadership, market knowledge, and financial acumen were critically important to our owners and executive team. BaseRock will continue to be trusted advisors to our firm as we enter our next 100 years as an employee-owned company."