Selected Transactions
These noteworthy transactions provide a helpful overview of the clients we serve, the services we provide, and the type of unmatched success we secure. Don't hesitate to contact us for additional transaction examples. 

Advisor to the ESOP Trustee

Brewer Direct

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Harland M. Braun & Co.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Van Kirk Bros. Contracting

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Pro Food Systems, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

CKF

Employee stock ownership plan acquired additional shares in the company's equity and is now 100% owned by the ESOP

Advisor to the ESOP Trustee

TMI Systems Corporation

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Hurtt Fabricating

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Iowa Plains Signing, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Harbinger Partners

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

R&H Mechanical, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Taylor & Martin, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the Seller

Container and Packaging Supply, Inc. 

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the Seller

Western Idaho Cabinets

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the Seller

Inland Waterproofing

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Ag Express Electronics

Employee stock ownership plan acquired additional shares in the company's equity and is now 100% owned by the ESOP

Advisor to the ESOP Trustee

Hebron Brick Company

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Neighborhood LTC Pharmacy, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

OK Tire Store

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Fund Evaluation

Group, LLC

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Artifex Millwork, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Fargo Glass & Paint

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Advisor to the ESOP Trustee

Minnesota Ag Group, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Legend Seeds

Employee stock ownership plan purchased a minority interest in the equity of the company

Advisor to the ESOP Trustee

EXPERITEC INC.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Cornerstone Holdings, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

M.E. Collins
Contracting Company, Inc.

Employee stock ownership plan acquired additional shares in the company's equity and is now 100% owned by the ESOP

Advisor to the ESOP Trustee

The Chicago Lumber
Company of Omaha

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

York International
Agency, LLC

Employee stock ownership plan purchased a minority interest in the equity of

the company

Advisor to the ESOP Trustee

ABM Holdings, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

The Sagaya Corporation

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Mayo Construction 
Company, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Alaska Mining &
Diving Supply, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Majors Plastics, Inc.

Employee stock ownership plan acquired additional shares in the company's equity and is now 100% owned by the ESOP

Advisor to the ESOP Trustee

The EmpRes
Healthcare, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Agricultural Services, Inc.

Employee stock ownership plan acquired additional shares in the company's equity and is now 100% owned by the ESOP

Advisor to the Seller

Gewalt Hamilton
Associates, Inc. (GHA)

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the Seller

Andesa Services

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Ralston Veterinary
Clinic, Inc.

Employee stock ownership plan acquired additional shares in the company's equity and is now 100% owned by the ESOP

Advisor to the ESOP Trustee

Electric Fixture &
Supply Company

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

Logistics Investments, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

RC Sports, Inc.

Employee stock ownership plan purchased 100% of the equity of the company

Tri W-G

Employee stock ownership plan purchased 100% of the equity of the company

Advisor to the ESOP Trustee

444 Regency Parkway Drive, Suite 206
Omaha, Nebraska 68114

O: (402) 895-6222

T: (866) 895-6222

F: (402) 896-0845

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Our mission is to serve our clients by consistently delivering independent, technically sound, well researched, and defensible valuation reports.

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