Managing the wealth of a client and their family is a unique position of trust that Verit Advisors appreciates through our decades of work with wealth managers. Often, a client’s primary wealth is concentrated in a company in which they are an owner. When they are considering ownership transition, acquisition, merger, equity infusion, or a refinancing, having an expert and experienced partner such as Verit on your side adds to the trust your clients have in you.

ESOPs
Verit understands how sensitive ownership transition can be. Whether an owner remains actively involved on a day to day basis or not, transitioning to employee ownership requires extensive analysis from several perspectives that need the experience and recognized expertise enjoyed by the Verit team.

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

• Is an ESOP an appropriate alternative for your client’s 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 your client have to personally guarantee bank debt?
• Would your client lose control of the company?
• Do employees have new management rights?
• Who controls the company?
• How can management benefit in an ESOP?
• Can your client continue to enjoy equity participation?

We understand the importance of your relationship with your client, and we work to provide you with solutions that solidify that relationship by helping you and your client understand the advantages of ESOPs, and by providing unique solutions that are tailored to the specific goals and objectives of your client.

Mergers & Acquisitions
Acquiring a business, merging with another firm, or divesting a portion of the business are critical components of any corporate strategy. As the Verit Advisors team helps you review the opportunities available to and the needs of your client, we bring the same unbiased approach to solutions that you provide and an expertise in execution. Verit provides wealth managers with deep knowledge, understanding, and practical skills in execution and follow-through that enhance your client relationship.

Debt Capital Markets
Your client’s goals may be best achieved by designing a unique capital structure that addresses their specific situation and requirements. Verit Advisors can help you and your client understand their alternatives and their opportunities: whether through senior or junior debt, recapitalization, private debt placement or other financing tools, Verit provides you and your clients with an unbiased, objective approach, considerable experience and relationships, specialized debt expertise, and a broad base of debt capital markets knowledge to strengthen your relationship, and your client’s business.