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ESOP Finance

Vorys has a highly experienced interdisciplinary team that represents our regional bank clients in structuring and documenting finance transactions involving ESOPs, including leveraged transactions to support the formation of ESOPs and working capital financing for existing ESOP-owned companies.  Given the highly complex nature of ESOPs, leveraged ESOP transactions require specific expertise to ensure that the loans are appropriately documented and secured, including in compliance with relevant ERISA requirements and best practices in leveraged buyout transactions.  Because of this, Vorys finance attorneys work hand-in hand with our nationally recognized employee benefits team, which has extensive experience with ESOPs and related regulatory matters, our corporate attorneys and other relevant subject matter experts. 

Recent Representative ESOP Finance Transactions: