Our approach to M&A ensures your legacy is

Built to Last

Traditional M&A meets ESOP; it’s an ESOP with all the missing pieces

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Who better to look after your business than those who’ve helped build it?

Our approach to succession planning is unique. We bring the leadership and capital that ESOPs typically lack.

A Win for Owners

✔ Competitive liquidity solutions

✔ Business maintains independence

✔ Unlock employee ownership with less hassle

✔ Powerful long term legacy solutions

A Win for Employees

✔ Path to true ownership in the business they helped build

✔ Improved job satisfaction via economic empowerment

✔ Proven path to more long-term wealth at no additional cost

  • "This is how I would do it"

    CEO of Employee Owned Company

  • "This approach makes a great deal of sense"

    Author & ESOP Coach

  • "Very interesting approach that I've not heard of before"

    ESOP Consultant

  • "I've not seen a model like this before...probably because most people are not well informed about ESOPs"

    Commercial banker

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Partnership Profile

Our criteria for potential partners.

  • ✔ 20+ year old business with a sterling reputation for integrity

    ✔ $1M - $3M annual cash flow with stable top line & margins

    ✔ Outstanding products with repeat customers

    ✔ Strong culture & management team

    ✔ Limited customer concentration and exposure to new construction

  • ✔ Willing to transition business over 1-3 years and work together on growth

    ✔ Cares about employee welfare and legacy preservation

    ✔ Wants professional transaction process

    ✔ Located in Mid Atlantic

    ✔ Seeking alternatives to traditional buyers

Contact

Email David directly at david@oaklyncrest.com if you’d like to connect