Verit^® is a national leader in ESOP advisory and financing, representing over 500 companies in the past 30 years.

Our expertise includes:

• Newly-created ESOPs: C-Corp, S-Corp, Partial and 100% transactions
• Partial S-Corp and C-Corp ESOPs: both ESOP and non-ESOP alternatives
• ESOP feasibility
• ESOP restructuring
• ESOP terminations: sale of ESOP-owned companies
• Tax-deferred sales: 1042 election
• Strategic capital alternatives

Verit^® has domestic and international experience in a variety of M&A transaction structures across a broad range of industries, including: plastics, packaging, chemicals, construction & engineering, defense, manufacturing, business services, and more.

Our expertise includes:

• Sell-side advisory: sale of ESOP and non-ESOP companies
• Dual-track ESOP and M&A
• Management buy-outs
• Private equity sale
• Corporate divestiture
• Buy-side advisory

Verit’s professionals have established long-tenured relationships with private-equity investors, institutional investors, public strategic buyers, private strategic buyers, and family offices.

Verit^® has significant experience in both the structuring and successful placement of a variety of traditional and non-traditional debt and equity capital.

Our expertise includes:

• Debt advisory
• Recapitalization alternatives
• Debt placement: bank & non-bank capital
• Private placements
• Mezzanine financing
• Hybrid debt/preferred equity
• Private placement of equity (minority and control)

Verit’s professionals have leading relationships with ESOP and non-ESOP capital providers: commercial banks, business development companies, finance companies, credit funds and institutional investors, mezzanine funds, and family offices.

Verit^® has significant experience providing complex service and fairness/solvency opinions in conjunction with M&A and highly-leveraged transactions.

Our expertise includes:

• Capital adequacy and other transaction-related opinions
• Derivative-security valuations
• Equity allocation opinions
• Fair value reporting of investment portfolios
• Liquidity assessments
• Restricted-stock valuations
• Review of third-party valuations
• Solvency analyses and opinions
• Shareholder dispute

Verit^® has significant experience providing Boards of Directors of private and employee-owned companies with all manner of strategic counsel and advice.

Our expertise includes:

Governance and strategy

• Acquisitions/divestitures
• Strategic capital alternatives
• Benchmarking
• Employee ownership and sustainability analysis
• Post-transaction performance review
• Recapitalization
• Restructuring
• Trustee communications facilitation
• Legislative updates

Financial advisory

• Capital structure: short and long-term strategic analysis
• Cost of capital analyses
• Dividend policy
• Financial modeling and forecasting
• M&A negotiating strategies and tactics
• Share repurchase alternatives
• Transaction opinions