About Us

Why We Exist

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.

It is incumbent upon trustees to match this sophistication.

What We Do

Transaction Approach

Common sense approach to the needs of 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 without skipping steps

Intensive due diligence of valuation advisory professionals

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

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

About Us

Why We Exist

What We Do

Transaction Approach

Compliance Experience

Fiduciary Process

Our Team

Alberto Tarajano

Andreas Boquist

David Kleinman

Sean Heberling, CFA

Custos Fiduciary Services

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