The Menke Group is pleased to announce the following ESOP transactions that we have structured for our clients.
2024
2023
2022
2021
2025
2024
INDUSTRY |
LOCATION |
ESOP % |
TRANSACTION VALUE |
| Grocery Stores | Santa Rosa, CA | 100% (2nd stage) | $115,000,000 |
| General Contractor | Fountain Valley, CA | 100% | $55,000,000 |
| IT Services Provider | Vincennes, IN | 100% | $55,000,000 |
| General Contractor | Sacramento, CA | 100% | $53,500,000 |
| General Contractor | West Sacramento, CA | 100% | $47,000,000 |
| Defense Contractor | Huntsville, AL | 100% | $39,250,000 |
| General Contractor | East Rochester, NY | 100% | $36,000,000 |
| Electrical Contractor | Phoenix, AZ | 100% | $30,150,000 |
| Hotels | Walnut Creek, CA | 51% | $27,000,000 |
| Engineering & Manufacturing | Green Bay, WI | 100% -> 0%* | $24,000,000 |
| General Contractor | Rockford, IL | 49.9% -> 100% | $16,125,000 |
| Manufacturing | Oxford, AL | 18% | $12,817,956 |
| Hotel Construction Management | Los Angeles, CA | 100% | $11,500,000 |
| Engineering & Manufacturing | Sheridan, WY | 45% -> 100% | $8,600,000 |
| Structural Metals Manufacturing | Sioux Falls, SD | 100% | $7,900,000 |
| Landscaping Service | Medford, MA | 2% | <$5,000,000 |
| Manufacturing | Sausalito, CA | 8% | <$5,000,000 |
| Telecommunications | Muenster, TX | 3% | <$5,000,000 |
| Consulting | Charlotte, NC | 2.5% | <$5,000,000 |
| Electrical Contractor | Charleston, SC | 49% | <$5,000,000 |
| Manufacturing | Manchester, CT | 10% | <$5,000,000 |
| Architecture & Engineering | Cambridge, MA | 32% (added 6%) | <$5,000,000 |
2023
INDUSTRY | LOCATION | ESOP % | TRANSACTION VALUE |
| Construction of wood ceilings | Springfield, OR | 41 | $6,400,000 |
| Information Technology managed service provider | Clayton, MO | $15,750,000 | |
| Engineering | Kilgore, TX | $9,600,000 | |
| General Contractor | Pleasanton, CA | 100 | $10,750,000 |
| Specialty Contractor | San Jose, CA | 100 | $12,100,000 |
| Telecom | Iron Mountain, MI | $200,000,000 | |
| Healthcare equipment provider | Warwick, RI | 30 | $40,000,000 |
| Engineering | Oakland, CA | 100 | $2,900,000 |
| Marketing | San Francisco, CA | 5 | $4,500,000 |
| Architectural | Costa Mesa, CA | 100 | $300,000 |
| Service for educational technology | Edmond, OK | 1.3 | $11,000,000 |
| Manufacturer | Birmingham, AL | 5 | $12,000,000 |
| Design & manufacturing of airplane parts | Sheridan, WY | 5 | $7,000,000 |
| Manufacturer | Riverside, CA | 100 | $5,300,000 |
| HVAC contractor | Concord, CA | 100 | $40,750,000 |
| Regional telecom provider | Muenster, TX | 5 | $45,000,000 |
| General Contractor | Rock Hill, SC | 18 | $4,400,000 |
| Electrical Contractor | Houston, TX | 75 | $12,400,000 |
| Manufacturer | Rock Hill, SC | 10 | $4,000,000 |
| General Contractor | Cherry Valley, IL | $22,000,000 | |
| Life Science Management Consulting | Spokane, WA | 100 | $33,500,000 |
| Manufacturer | Swanton, OH | 10 | $9,000,000 |
| General Contractor | Carlsbad, CA | 100 | $5,100,000 |
| Ambulance service | Meredith, NH | 100 | $11,000,000 |
| Government IT contractor | Chantilly, VA | 44 | |
| Industrial automation engineering | Indianapolis, IN | $27,000,000 | |
| Manufacturer | Tremonton, UT | 100 | $8,800,000 |
| Roadway & Heavy Construction | Oxnard, CA | 30 | $50,000,000 |
| Italian Fast Casual Restaurants | Tempe, AZ | 100 | $20,100,000 |
| Environmental Engineering | Tucson, AZ | $40,000,000 | |
| Insurance Agency | Philadelphia, PA | $339,000,000 | |
| Software Development | West Chester, PA | $92,000,000 | |
2022
INDUSTRY | LOCATION | ESOP % | TRANSACTION VALUE |
| Healthcare General Contractor | Fountain Valley, CA | 33.5 | $28,749,465 |
| Recruiting | Dallas, TX | 100 | $4,700,000 |
| General Contractor | Pleasanton, CA | 100 | $32,000,000 |
| Retail | Chicago, IL | 100 | $12,000,000 |
| Specialty Transportation | Poway, CA | 49 | $26,530,000 |
| Construction | Livermore, CA | 14 | $5,725,000 |
| Elevator Engineering | Mill Valley, CA | 24 | $6,000,000 |
| Advertising | Syracuse, NY | 100 | $13,000,000 |
| Information Systems | San Francisco, CA | 2 | |
| Manufacturer | Oxford, AL | 11 | $50,744,787 |
| Software | Albuquerque, NM | 11 | $9,852,840 |
| Electrical Contractor | Oakland, CA | 100 | $5,500,000 |
| Distribution & manufacturing | Rockwall, TX | 20 | $48,000,000 |
| Insulation products | Bolingbrook, IL | 100 | $38,000,000 |
| General Contractor | Blountville, TN | 35 | $17,000,000 |
| Manufacturer | Birmingham, AL | 6 | $2,300,000 |
| Software developer | Carlinville, IL | 70 | $7,854,450 |
| Mechanical Engineering | Manhattan, IL | 20 | $8,000,000 |
| Engineering | Novato, CA | 94 | $6,400,000 |
| Solar installation | Santa Rosa, CA | 20 | $20,000,000 |
| General Contractor | San Diego, CA | 100 | $3,000,000 |
| Manufacturer | Dallas, TX | 15 | $13,000,000 |
| Circuit Board Manufacturer | Downers Grove, IL | 100 | $6,000,000 |
| Construction | Fife, WA | 7 | |
| Architecture Firm | Oklahoma City, OK | 10 | $5,000,000 |
| Amusement parks | Meridian, ID | 100 | $60,000,000 |
| Distribution | Union City, CA | 12 | $19,400,000 |
| Professional Coaching | Bismarck, ND | 33 | $6,000,000 |
| Sporting Goods Retail | Yuma, AZ | 80 | $7,000,000 |
| General Contractor | Carlsbad, CA | 100 | $5,000,000 |
| Defense Contractor | Chantilly, VA | 58 | $14,000,000 |
| Automotive Dealerships | Buckner, KY | 70 | $8,100,000 |
| Information technology managed service provider | Chicago, IL | 100 | $15,000,000 |
| Manufacturer | Wichita, KS | 10 | $5,500,000 |
| Information technology managed service provider | Naperville, IL | 30 | $2,206,667 |
| General Contractor | Point Richmond, CA | 100 | $7,250,000 |
2021
INDUSTRY | LOCATION | ESOP % | TRANSACTION VALUE |
| Manufacturer | Cumberland, WI | 30 | $33,000,000 |
| Insurance Agency | Pasadena, CA | $90,000,000 | |
| Insurance Agency | San Francisco, CA | $42,000,000 | |
| Civil Engineering | San Antonio, TX | $4,738,500 | |
| Technical Supply Distributor | Wichita Falls, TX | 100 | $11,500,000 |
| Technical Supply Distributor | Wichita Falls, TX | $7,500,000 | |
| Marine Construction | Orlando, FL | 100 | $7,600,000 |
| Food Wholesale / Distributor | Hauppauge, NY | 100 | $70,000,000 |
| Advertising Agency | Alexandria, VA | 24 | $20,000,000 |
| Insurance Agency | Lowell, MA | $75,000,000 | |
| General Contractor | Dover, DE | 30 | $30,000,000 |
| Truck Dealership | Springfield, MO | $2,500,000 | |
| Aerospace Manufacturer | Sheridan, WY | 40 | $7,700,000 |
| Wholesale bakery | Atlanta, GA | $8,000,000 | |
| Engineering Consulting | Colorado Springs, CO | 49 | $15,900,000 |
| Optical Manufacturer | Frederick, CO | 30 | $3,400,000 |
| Logistics | Vacaville, CA | 40 | $40,000,000 |
| BioTech Manufacturer | Austin, TX | 4.5 | $14,500,000 |
| Civil Engineering | Houston, TX | $12,000,000 | |
| Architecture | Oklahoma City, OK | 19 | $4,500,000 |
| Insurance Agency | Buffalo, NY | $8,000,000 | |
| Defense contractor | Los Gatos, CA | $35,000,000 | |
| Architecture | Austin, TX | 14 | $8,000,000 |
| HVAC | Bettendorf, IA | 100 | $7,000,000 |
| Wholesaler & Distributor | Suwanee, GA | 20.38 | $13,300,000 |
| IT Consulting | Swanzey, NH | 10 | $3,910,000 |
| Distributor | Wasilla, AK | 66 | $2,666,500 |
| Banking | Washington, LA | 24 | $18,600,000 |
| Banking | Washington, LA | 25 | $9,000,000 |
| Home remodeling | West Allis , WI | 100 | $7,500,000 |
| Commercial Window Supplier | Oldsmar, FL | 100 | $22,500,000 |
| Environmental Engineering | Tucson, AZ | 100 | $12,000,000 |
| IT Consulting | West Chester, PA | $114,000,000 |
2025
INDUSTRY | LOCATION | ESOP % | TRANSACTION VALUE |
| Heavy Industrial Pipeline Services | Sacramento, CA | Minority Transaction | $22,500,000* |
| Sprinkler Systems | Louisville, KY | 49% | $17,450,000 |
| Mechanical Services | Manhattan, IL | 80% | $5,650,000 |
| Urban Planning | Campbell, CA | 100% | $5,200,000 |
*Menke sourced financing
