Bank of America Merrill Lynch
Contact Us »
Employee Stock Ownership Plans (ESOPs)
In the United States there are more than 11,000 employee stock ownership plans (ESOPs) involving more than 10 million employees. ESOPs can be used in many different ways to achieve an owner’s unique objectives for succession, liquidity or diversification of net worth. Contact us to discuss opportunities for your business.

Capabilities

Bank of America Merrill Lynch has over 20 years of proven ESOP expertise, along with capabilities to access a range of services that are designed to meet the needs of owners, companies and employees.

Our capabilities include:

  • National platform: serving companies in a variety of industries across the United States
  • Syndications: underwriting and arranging larger ESOP transactions
  • Credit products: asset-based, cash flow, commercial and debt capital markets working together to optimize your financing objectives
  • Specialized ESOP services: industry and transaction expertise ranging from selling to a newly formed ESOP, to sale, termination, or recap of an existing ESOP
  • Wealth management: pre-transaction planning and post transaction investment services
  • Knowledge: active leadership positions in professional associations
To learn more and receive
other educational resources,
Contact us »
Client perspective
Learn how an ESOP was able to meet one client’s needs when the founding partner was looking to retire.