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Our strengths encompass financial, strategic, and transaction execution skills. Our business specializes in assisting clients in the following key strategic areas:

Sales and Divestitures
Mergers and Acquisitions (M&A)
Debt & Equity Financing
Valuations
Management Buyout's and ESOP's
Strategic Consulting
Special Situations

 

ILEX Investment Banking
  • Objective Advice
  • Transaction Excellence
  • Confidentiality
  • Senior Level Attention
  • Industry Expertise

ESOP's

ILEX has developed a specialty practice area providing services to management and Company owners who are seeking to achieve liquidity or acquire Companies through Management Buyouts (MBO's) or Employee Stock Ownership Plans (ESOPs).

We facilitate these transactions through a network of premier financing sources and professional service providers.

ESOP strengths include:

  • Allows Company shareholders to defer taxes related to the sale of their business
  • May provide owners with the highest sales price for their business
  • Employee and Company Tax Benefits
  • Employers are also able to deduct contributions made to the ESOP
  • Flexibility in terms of how much of the Company is sold to management and over what period of time the sale will occur
  • Ability to maintain existing management team
  • Business owners may continue to run their company
  • Increased ability to service debt


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