R. Otis McCullough

Otis assists clients across industries with financial modeling, business valuations and due diligence for employee stock ownership plan (ESOP) transactions. He provides a range business operations and cashflow analyses to help clients achieve their business goals through optimal ESOP structures.

Prior to joining SES ESOP Strategies, Otis was an analyst with Capital One, assisting various deal teams with restructurings, financial analyses and underwriting cash-flow backed credit facilities for private equity sponsored transactions in the middle market.

Education

• Drexel University, B.S., Business and Engineering, cum laude

Affiliations

• Boy Scouts of America, Eagle Scout

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