More Services.


Esop Advisory

Verit® is a national leader in ESOP advisory and financing, representing over 500 companies in the past 30 years.

Our expertise includes:

  • Newly-created ESOPs: C-Corp, S-Corp, Partial and 100% transactions
  • Partial S-Corp and C-Corp ESOPs: both ESOP and non-ESOP alternatives
  • ESOP feasibility
  • ESOP restructuring
  • ESOP terminations: sale of ESOP-owned companies
  • Tax-deferred sales: 1042 election
  • Strategic capital alternatives

Mergers & Acquisitions

Verit® has domestic and international experience in a variety of M&A transaction structures across a broad range of industries, including: plastics, packaging, chemicals, construction & engineering, defense, manufacturing, business services, and more.

Our expertise includes:

  • Sell-side advisory: sale of ESOP and non-ESOP companies
  • Dual-track ESOP and M&A
  • Management buy-outs
  • Private equity sale
  • Corporate divestiture
  • Buy-side advisory

Verit’s professionals have established long-tenured relationships with private-equity investors, institutional investors, public strategic buyers, private strategic buyers, and family offices.


Debt Capital Markets

Verit® has significant experience in both the structuring and successful placement of a variety of traditional and non-traditional debt and equity capital.

Our expertise includes:

  • Debt advisory
  • Recapitalization alternatives
  • Debt placement: bank & non-bank capital
  • Private placements
  • Mezzanine financing
  • Hybrid debt/preferred equity
  • Private placement of equity (minority and control)

Verit’s professionals have leading relationships with ESOP and non-ESOP capital providers: commercial banks, business development companies, finance companies, credit funds and institutional investors, mezzanine funds, and family offices.


Transaction Opinions & Valuation Services

Verit® has significant experience providing complex service and fairness/solvency opinions in conjunction with M&A and highly-leveraged transactions.

Our expertise includes:

  • Capital adequacy and other transaction-related opinions
  • Derivative-security valuations
  • Equity allocation opinions
  • Fair value reporting of investment portfolios
  • Liquidity assessments
  • Restricted-stock valuations
  • Review of third-party valuations
  • Solvency analyses and opinions
  • Shareholder dispute

Board Advisory Services

Verit® has significant experience providing Boards of Directors of private and employee-owned companies with all manner of strategic counsel and advice.

Our expertise includes:

Governance and strategy

  • Acquisitions/divestitures
  • Strategic capital alternatives
  • Benchmarking
  • Employee ownership and sustainability analysis
  • Post-transaction performance review
  • Recapitalization
  • Restructuring
  • Trustee communications facilitation
  • Legislative updates

Financial advisory

  • Capital structure: short and long-term strategic analysis
  • Cost of capital analyses
  • Dividend policy
  • Financial modeling and forecasting
  • M&A negotiating strategies and tactics
  • Share repurchase alternatives
  • Transaction opinions