7 Deals Down, Many More to Come! We're thrilled to share a recap of our incredible success so far in 2024! Thanks to your continued support, we've closed a remarkable seven deals across various industries and deal types ..read more

As a private business owner looking to sell the business, you face the critical task of maximizing your company’s value while minimizing your risk—a high-stakes process that resembles a marathon, not a sprint. And just like a runner in a race, you’ll need a well-developed strategy for negotiating from a point of strength, as well as careful execution that gets you across the finish line ..read more

A company’s prosperity depends on many crucial factors: maximizing growth and profitability, ensuring sound financial management, maintaining robust operations and processes, and paying attention to customer service, among others. If your company is organized as an employee stock ownership plan (ESOP), however, long-term success requires something more: the ability to shift your strategy throughout the company’s life cycle ..read more

Many business owners mistakenly believe that valuation is based solely on financial performance. However, the true value of a business goes far beyond the numbers. While financial metrics are essential, they only provide part of the story. Qualitative factors such as brand recognition, strong customer relationships, and operational efficiency play a crucial role in a business's potential to generate future cash flow. These elements are vital for investors assessing the risks and opportunities associated with future performance ..read more

PCE Investment Bankers, a leading financial services firm specializing in mid-market companies, is pleased to announce the sale of Eagle Metal Distributors (“Eagle Metal”) to Eastern Metal Supply (“EMS”), a premier distributor of aluminum products and Wynnchurch Capital, a private equity firm. PCE acted as the exclusive advisor to Eagle Metal in this transaction ..read more

PCE Investment Bankers, a leading financial services firm specializing in mid-market companies, is pleased to announce the sale of Florida Discount Drugs, Inc., doing business as Taylors Pharmacy (Taylors), to Revelation Pharma (“Revelation”), a portfolio company of Osceola Capital. PCE acted as the exclusive advisor to Taylors in this transaction ..read more

Formal employee ownership structures can be traced back to 19th-century worker cooperatives and have taken on numerous forms over the centuries, with varied levels of adoption and success. Co-ops are alive and well in today’s corporate world as they have evolved with the times. Since the 1974 omnibus ERISA legislation codified employee stock ownership plans (ESOPs), which is likely the form of employee ownership you probably hear about most, awareness and support, have accelerated among the aging US population, in government at both the federal and state levels and within the private equity c ..read more

Equity compensation — a form of non-cash payment to employees — has long been a cornerstone of attracting and retaining top talent. Incentivizing and rewarding employees by granting them ownership stakes in their company aligns employees’ interests with those of the shareholders insofar as the value of their equity compensation is directly tied to the company’s performance ..read more

We have reached the halfway mark of 2024, which yields an opportunity to take stock of the economic landscape and the mergers and acquisitions (M&A) activity that has shaped the first half of the year. This midyear review highlights the positive momentum in the global economy, the resurgence of M&A deals, and the key trends driving these changes, with a particular focus on the thriving technology sector in the United States ..read more

Upon exiting the United States Constitutional Convention in 1787, Benjamin Franklin was asked about the nature of the newly drafted Constitution. His response, 'A republic, if you can keep it,' resonates with the challenges of sustaining an Employee Stock Ownership Plan (ESOP). Just as maintaining a republic requires diligence and foresight, so does preserving an ESOP. This guide explores the critical concept of ESOP sustainability and outlines the steps to conducting a comprehensive ESOP sustainability study ..read more