Employee Stock Ownership Plans (ESOP)
Employee Stock Ownership Plans
An ESOP transaction can provide significant liquidity and tax benefits to selling shareholders while allowing for the orderly transition of company ownership to employees. Additionally, an ESOP enables sellers to retain operational control of the business and preserve the existing corporate culture. The McLean Group’s extensive ESOP advisory experience combined with its debt capital and business valuation services provides an end-to-end advisory solution for companies contemplating a transition to an ESOP.
Selected Transactions
Related News
Josh Butler Promoted to Managing Director
McLean, Va. – Monday, January 5, 2026 – The McLean Group, a leading middle-market investment bank specializing in mergers and acquisitions, announced today the promotion of Josh Butler to Managing Director within the firm’s Defense, Government & Intelligence (DGI) Practice.
“Josh has consistently demonstrated exceptional judgment, leadership, and a deep commitment to client success,” said Mitch Martin, Managing Director at The McLean Group. “He has played a critical role in executing complex transactions and advising founders, investors, and management teams across the defense and government services ecosystem. Josh’s promotion reflects both his strong track record and the confidence our firm has in his continued leadership.” […]
McLean advised Rite Solutions in its transaction with Arcfield
The McLean Group advised Rite Solutions on its acquisition by Arcfield, a Veritas Capital portfolio company and leading government technology and mission support provider. The transaction brings together two highly complementary organizations, expanding Arcfield’s capabilities across critical national security mission areas while enabling Rite Solutions to scale its expertise in software development, systems engineering, and undersea warfare. The combination strengthens support for U.S. defense and intelligence customers amid increasing global security demands. […]
Podcast – Digital Doorways – Managing Change in M&A
In this episode of Digital Doorways, host Jason Siegel sits down with Joshua Butler, Director of M&A Advisory at The McLean Group, for a candid conversation on managing change throughout the mergers and acquisitions process. The discussion explores how market dynamics, valuation considerations, and deal structure intersect with leadership communication and strategic positioning. Josh shares insights drawn from his experience advising founders, executives, and investors through complex transactions, highlighting the importance of aligning financial strategy with a clear and consistent narrative.[…]