Independent Ownership Transition Advisory

Deep ESOP Experience. Broader Strategic Perspectives.

Verit is an independent, company-side investment bank focused on employee ownership and ownership transition. We combine deep ESOP expertise with Debt Capital Markets, Board Advisory, and M&A capabilities to help business owners and boards evaluate their alternatives and execute the path that best fits their objectives.

INDEPENDENT ADVICE THAT SERVES YOU.

Verit was purposefully built to provide company-side advice without representing ESOP trustees, performing ongoing valuations, or maintaining affiliations with capital providers. That independence, combined with diverse capabilities and more senior-level support, allows us to evaluate your objectives first and the transaction structure second.

When you are reviewing the considerations of succession planning, choose a partner whose approach is more thoughtful and more skilled. A partner whose advice will help you feel at peace with whatever direction you decide: Verit Advisors.