Raymond James has launched a new ESOP Advisory investment banking practice to provide specialized services for employee stock ownership plan transactions. Mark Buchanan has been hired to lead this new practice, which will focus on tax-advantaged ownership transitions and corporate finance advisory for ESOP-owned businesses. This initiative responds to increasing demand for efficient ownership transition strategies for privately held companies.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
Raymond James Launches ESOP Advisory Investment Banking Practice
Raymond James has launched a new ESOP Advisory investment banking practice to provide specialized services for employee stock ownership plan transactions. Mark Buchanan has been hired to lead this new practice, which will focus on tax-advantaged ownership transitions and corporate finance advisory for ESOP-owned businesses. This initiative responds to increasing demand for efficient ownership transition strategies for privately held companies.