In 2024, the SES team continued to grow and expand our service coverage as we helped clients achieve their ESOP goals.
We were thrilled to welcome many new team members. Ethan Stambler deepens our capabilities in ESOP ownership transition strategies primarily in the Carolinas and Virginia markets. Rob Brown grows our business and presence in New York. Richard Grubb provides decades of M&A and senior lending experience to buttress our ESOP transactional practice. Hailey Valerio assists with regulatory due diligence related to ESOP plan designs. Nathan Stoner provides insight and support for our finance group on ESOP formation. Our expanding team helped us deliver ESOP success across a growing range of states and industries.
Check out our highlights from 2024:
Congratulations to our clients who are fulfilling their ESOP goals. Thank you for selecting the team at SES ESOP Strategies to be your advisors throughout your journey. We will continue to give you our very best to earn and keep your trust and your business.
For more information, please contact any member of the SES ESOP Strategies team.