Industry Specific

7 Questions with Destinations by Design

August 20, 2019

Destinations by Design (DBD) provides high-quality management, event and design services to the incentive, corporate and social markets. We had the opportunity to work with their founders in 2018 to transition ownership to their employees. 

7 Questions with Industry Leader Our State Magazine

August 5, 2019

We had the pleasure to work with Our State Magazine on their sale to a 100% Employee Stock Ownership Plan (ESOP). We recently checked in with Bernie Mann, President & Publisher, for his insights on the future.

Craft Breweries and ESOPs: Leaving a Legacy

April 4, 2017

As of 2015, New Belgium was the fourth-largest craft brewery and eighth-largest overall brewery in the United States, and today is 100% owned by an Employee Stock Ownership Plan (ESOP).

Succession planning for trucking companies [Part 2]

October 14, 2014

When it comes time to retire, all business owners need a succession plan for their company.

Succession planning for trucking companies [Part 1]

July 1, 2014

In a post-recession economy, all business owners need to preemptively prepare their companies for ownership transition well before their retirement and understand the types of transactions that can facilitate a change in ownership.

Transportation / Shipping Related Manufacturer Recapitalization

February 10, 2012

When one of our clients was diagnosed with a serious illness, he asked our firm to help structure a transaction that would allow him to accomplish several goals with respect to ownership transition. Among his key objectives were to maintain majority ownership of the business, which served the ocean shipping and transportation segment, within the… Read more.

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