ESOP Valuation, Consulting, M&A, and Financial Advisory Services

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Our ESOP Capabilities

ESOP Transaction Advisory

Advising business owners on ESOP exit strategies has always been the fundamental core of our service offering. Our professionals clearly guide business owners through the valuation, feasibility and financing needs of an ESOP transaction.

Fairness Opinions Prairie has a long history assisting ESOP fiduciaries on valuation, transaction structuring, plan design and negotiations during the ESOP transaction process. ESOP fiduciaries must ensure the procedures assumed during a transaction are well-conceived and properly documented. Prairie’s deep ESOP and transaction expertise allows us to effectively analyze a potential sale in its entirety and communicate the results to the ESOP fiduciary for a prudent investment decision. Annual ESOP Valuations Due to the unique nature of ESOPs, it is a requirement that the fair market value of ESOP-owned securities be determined at least once a year. Prairie provides independent valuation services for both privately- and publicly-owned ESOP companies in various industries, nationwide. ESOP M&A Hiring a financial advisor that can address both M&A and ESOP concerns is critical to a successful third party sale process. Prairie’s extensive knowledge of ESOP transactions and selling ESOP-owned companies allows us to anticipate potential ESOP fiduciary concerns and improve the likelihood of a successful sale. ESOP Sustainability ESOP policy decisions are often established when there is not a clear understanding of how such decisions will impact the business as it matures. Prairie’s sustainability study integrates anticipated repurchase obligation and long-term valuation analysis to create a decision-making tool that effectively gauges the impact of various ESOP policy decisions.

ESOP Consulting Services

Whether a company is a mature ESOP or a new ESOP company, Prairie can help navigate each phase of their ESOP strategy. ESOPs often present unique challenges to boards of directors, fiduciaries and management teams. These unique challenges often translate to broader corporate strategy issues which will impact long-term shareholder value. Prairie’s ESOP knowledge can help bring clarity to corporate decision makers.

Capital Markets Prairie assists clients in sourcing and securing individualized financing packages to consummate acquisitions, fund growth opportunities, provide liquidity for shareholders or refinance existing debt obligations. Our goal is to identify the appropriate structure to meet your strategic needs. We will leverage our extensive relationships to conduct a competitive process, helping our clients achieve the best combination of pricing and terms.