Employee Stock Ownership Plans (ESOPs) can be a powerful tool for engaging employees and fostering a sense of alignment within a company, but much like any business strategy; they are
Authored By: Patrick Lowry At The ESOP Association’s National 2026 Conference, Daniel Aronowitz, head of the Employee Benefits Security Administration (EBSA), outlined the agency’s evolving approach to ERISA enforcement and
Authored By: Will O’Donnell At the Spring 2026 ASA Fair Value Conference, the opening panel session brought together managing directors from industry leaders at Deloitte, EY, PwC, KPMG, and Kroll
Authored By: Pat Lowry For years, ESOP transactions have operated under a consistent backdrop of regulatory and legal scrutiny—especially around trustee independence, fiduciary processes, and transaction fairness. For trustees, fiduciaries,
Authored By: Pat Lowry Planning Beyond the Present At some point, every business owner and leadership team faces the same fundamental question: How do I develop a succession plan that
Investors are surrounded by information. The challenge is turning it into clarity at the moment it matters most. Portfolio companies generate reports, dashboards, and updates at a steady pace. Yet
When Investors Have to Decide Every investor faces moments where a portfolio company forces a decision: lean in, hold steady, or step back. These moments rarely arrive with clear signals.
Authored By: Jacob DiMattia Practical Lessons for Smoother Site Selection Projects The path to a successful site selection project is rarely linear. After supporting more than 1,000 projects across industries
Authored By: Steve Prichett Rollover equity can play a key role in middle-market M&A. If carefully structured, it offers an opportunity for owners to unlock additional value. Understanding how rollover equity
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Jovian Concepts, a leading provider of tailored technical services to the U.S. Defense and Intelligence Community, on its