Menke & Associates

Oakland, CA

Financial Services

The Nation's Premier ESOP Advisors

About

Menke & Associates, Inc. was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry. Today, the firm is one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions.

  • The five senior legal department members have an average 26 years of ESOP transaction experience – ranging from 10 to 49 years of experience.
  • The five senior investment bankers have an average 26 years of ESOP structuring experience – ranging from 8 years to 37 years.
  • The nine ESOP administrators have an average 13 years of ESOP administration experience – ranging from 4 years to 24 years.
  • These officers and associates have participated in over 3,000 transactions.

Menke & Associates has designed and installed more ESOPs than any other firm in the country. They provide all the services needed to design and install an ESOP, including Structuring, Legal & Tax Compliance, Valuation, Documentation, Debt Capital Raising (if required), Employee Communication, and Administration. They have clients in all 50 states. Clients range in size from as few as ten employees to as many as 10,000.

Products & Services

Ownership:

Majority Employee-Owned