Menke & Associates, Inc. was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry. Today, the firm is one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions.
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- The five senior legal department members have an average 26 years of ESOP transaction experience – ranging from 10 to 49 years of experience.
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- The five senior investment bankers have an average 26 years of ESOP structuring experience – ranging from 8 years to 37 years.
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- The nine ESOP administrators have an average 13 years of ESOP administration experience – ranging from 4 years to 24 years.
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- These officers and associates have participated in over 4,000 transactions.
Single Source Provider for All ESOP Services
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- We provide all the services needed to design and install an ESOP, including Structuring, Legal & Tax Compliance, Valuation, Documentation, Debt Capital Raising (if required), Employee Communication, and Administration.
Oldest ESOP Advisor
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- Menke, the premier ESOP advisor (and an employee-owned firm), was founded in 1974. 2024 marks our 50th anniversary!
Most ESOPs created
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- Since 1974, Menke has advised over 4,000 ESOP companies, the most by any single organization.
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- We design and install ESOPs for companies with as few as 10 employees and as many as 15,000 employees.
Largest Number of Administrations
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- Menke administers nearly 800 ESOPs, more than any other firm.
Complete Regional Presence
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- Menke has 19 Regional offices throughout the U.S.
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- Menke has designed and installed ESOPs in all 50 states.
