Trust Services for

ESOP COMPANIES

Let’s connect and see how Custos
Fiduciary Services can help you
with ESOP trustee services.

Why Choose Us

Custos Fiduciary Services was founded to provide differentiated, focused trustee services to employee-owned companies. Although ESOPs were created by law as an employee benefit plan, they were also designed as a tool of corporate finance and require capital markets sophistication to thrive.

Solid

Institutional-level capital protection with $5 MM of insurance coverage on par with the largest institutional ESOP trustees

Service-oriented

Trusted advisor with inside-company perspective

Skillful

Broad industry expertise from client transactions and operational experience

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What We Do

Transaction Approach

  • Common sense approach to the needs of corporate stakeholders
  • Institutional-like capital and processes
  • Goal to execute successful and compliant ESOP transactions and ensure that company-sponsored ESOPS are administered prudently, effectively, and efficiently

Compliance Experience

  • Expert-level understanding of the requirements for ERISA compliance
  • Relevant real-world capital markets, business operational and valuation experience
  • Advisory team with many years investment banking, ESOP and valuation experience

Fiduciary Process

Transaction process that reflects best practices from ESOP and private capital markets to arrive at a deal conclusion quickly without skipping steps

Intensive due diligence of valuation advisory professionals

Match legal & valuation advisory team with transaction drivers for a best-fit to the transaction

Internal trustee advisory board and technical valuation review ensures deal is grounded to market value and highly compliant

Representative Transactions

Midwest Specialty Electrical Contractor

100% ESOP Purchase

Cosmetics Contract Manufacturer

2nd Stage ESOP Transaction

Leading National Architectural Practice

Partial ESOP

Southern California Fire Protection Company

100% ESOP Purchase

California Commercial General Contractor

100% ESOP Purchase

California Central Valley Specialty HVAC Contractor

100% ESOP Purchase