Few firms have the experience and expertise working with lenders to help your clients with ownership transitions, divestitures, acquisitions or strategic alternatives that Verit Advisors provides. Transition can be a sensitive and complicated topic. Through years of successful experience, the team at Verit knows how to work with you and your clients in a productive dialogue around strategic alternatives and ownership transition. Verit leadership has held senior positions in leading investment banks; we know first-hand the importance of relationships. And with our unique ability to offer so many solutions, few firms can approach your client's needs with the unbiased, solutions-oriented perspective we offer. We believe success is simple: always do the right thing for your client.

ESOPs
Verit knows the intricacies of ESOPs from the client’s and the lender's perspective. We can help you discern if an ESOP makes sense for a client, and we will be the first to tell you when it doesn't. We know that your ongoing relationship with your client is paramount; that's why so many lenders call us.

Our unparalleled experience with ESOPs will help answer the questions you and your client may have related to feasibility of an ESOP for their unique situation, including:

• Is an ESOP an appropriate alternative for their company?
• If so, what type of ESOP?
• How to structure the ESOP?
• How to structure the ESOP transaction?
• How does an ESOP compare to other alternatives, including doing nothing?
• How much liquidity can the company obtain at closing?
• Does management have to personally guarantee bank debt?
• Does the current owner lose control of the company?
• Do employees have new management rights?
• Who controls the company?
• How can management benefit in an ESOP?
• Can owners continue to enjoy equity participation?

Mergers & Acquisitions
For clients to meet their goals, the need to make acquisitions, merge with another firm, or divest a non-core holding are critical decisions of every growth strategy. As the team at Verit Advisors helps you look at the opportunities and needs of your client, we bring both an unbiased orientation to solutions and an expertise in execution. Our advisory practice provides lenders with deep knowledge and practical advice in execution and follow-through that enhance the lender/client relationship.

Debt Capital Markets
We know that, as a lender, you expect advisory partners to respect the relationships you have built with your clients. Our loyalty to our lender partners is unmatched in this regard. We also know that some ownership transition and growth situations benefit from a unique capital structure: the right capital structure can help your client prudently maintain operations and maximize their underlying goals and objectives. Whether through senior or junior debt, a recapitalization, a private debt placement or any other financing tools, Verit Advisors provides you with an unbiased, objective approach; considerable experience and relationships; specialized debt financing expertise, and a broad base of debt-market knowledge to strengthen your relationship with your client.