Deal History

100% ESOP sale. Verit served as sole financial advisor.

100% ESOP transition for high-end workplace office and healthcare interior general contractor. Verit structured ESOP and debt capital raise. Preserved founder David Harker's legacy while creating meaningful employee benefits. Company focused on financial services, institutional, law firm, and healthcare clients in Charlotte, NC region.

100% ESOP transition for multi-company construction platform with $800M+ combined revenue. Portfolio includes TC Electric (traction power/electrical), J-Track (heavy civil), Welkin Mechanical (plumbing/fire protection), MLJ Contracting (heavy civil). Ranked #3 Transportation, #5 Government/Public Building by ENR. ESOP preserved company independence and employee benefits.

100% ESOP transaction for top heavy civil contractor specializing in transit and transportation infrastructure projects. Verit provided comprehensive strategic alternatives analysis, ESOP structuring, valuation, and debt capital raise support. ESOP aligned with company's commitment to employee success.

30% ESOP sale of family-owned natural products manufacturer founded in 1968. 1,600+ SKU portfolio across supplements, sports nutrition, essential oils. Subsidiaries include Fruitful Yield retail chain and Puresource distributor. Verit structured ESOP and debt capital raise. Preserved Richard family legacy and employee-centric culture.

100% ESOP transition for Dansko (leading shoe company). Verit completed ESOP transaction preserving company culture and employee ownership.

100% ESOP transition for specialty coatings manufacturer. Chicago-based Verit Advisors served as sole financial advisor.

Partial sale to ESOP. Verit served as sole financial advisor.