Company lists · Data refreshed November 2026
Top 25 Esop financing specialists based in the United States
RevenueBase identified 188 company matches for esop financing specialists associated with the United States as of November 2026 and tracks 1,701 professional contacts across them, including 914 with verified work emails. New York is the largest hub.
This list covers company matches for esop financing specialists associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest esop financing specialists based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 362 contacts → | ||||
Exact match “MidCap Financial is a middle-market focused, specialty finance firm that provides senior debt solutions to companies across all industries.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 69 contacts → | ||||
Exact match “Merchant Financial Group is a privately held company that has been providing financial solutions to businesses since 1985.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 67 contacts → | ||||
Exact match “BDO Capital Advisors (BCA), a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sellside M&A advisory, ESOP advisory, acquisition…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 56 contacts → | ||||
Exact match “Founded in 1989, GreatBanc is a full-service trust company and independent ERISA fiduciary specializing in Employee Stock Ownership Plans (ESOPs).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 56 contacts → | ||||
Exact match “As a national leader in ESOP and Section 1042 advisory, business owners nationwide rely on our team to execute tailored sell-side strategies that maximize value, preserve legacy…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 53 contacts → | ||||
Exact match “Helping middle-market business owners achieve their goals since 1997.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 51 contacts → | ||||
Exact match “Since CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 43 contacts → | ||||
Exact match “SC & H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 40 contacts → | ||||
Exact match “Firmament provides tailored equity and debt capital solutions to small- and medium-sized enterprises.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 39 contacts → | ||||
Exact match “ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 38 contacts → | ||||
Exact match “Menke has been providing ESOP (employee stock ownership plan) advisory services since 1974.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 32 contacts → | ||||
Exact match “SES ESOP Strategies is a national ESOP firm that combines the expertise of ESOP consulting, financial and legal professionals to assist companies in creating and maintaining…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 30 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 29 contacts → | ||||
Exact match “We are an ESOP consulting firm that provides our clients with innovative solutions that help them build their company's legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 25 contacts → | ||||
Exact match “AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 25 contacts → | ||||
Exact match “Capital Financial Global (CFGX) is a specialty finance company that provides asset-backed financing and loan advisory services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 24 contacts → | ||||
Exact match “Founded in 2007, HDH Advisors is focused on delivering high quality business appraisal, ESOP, litigation support, financial advisory, and related professional services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “We buy and grow healthy businesses while protecting the legacy, culture, and value that made them successful.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 19 contacts → | ||||
Exact match “Founded in 1998, Applied Economics is a leading financial advisory firm specializing in business valuation, investment banking and ESOP advisory.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 17 contacts → | ||||
Exact match “BCC Advisers specializes in merger & acquisition consulting, business valuation and litigation support services, providing personalized solutions to privately-held businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “CCG Advisors is an Atlanta-based merger and acquisition firm specializing in advising owners of privately held companies on business valuation, strategic growth planning, capital…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 13 contacts → | ||||
Exact match “S.R.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Over the past decade, thousands of business owners have trusted Vision Point Capital to guide them through the business transition process so they can capitalize on their success…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “Mosaic Capital Partners is the preeminent employee ownership private equity firm, focused on acquiring lower middle market companies ($5 to $15 million of EBITDA) through an…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “Quid is a new way to help employees of privately-held companies get the liquidity they need to pay for life today – without selling the stock options they’ve earned for a fraction…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “esop financing specialists”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 188 esop financing specialists based in the United States
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Esop financing specialists based in the United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 188 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with the United States whose business descriptions match “esop financing specialists” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 914 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “esop financing specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many esop financing specialists are there based in the United States?
RevenueBase identified 188 company matches for esop financing specialists associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Midcap Financial tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most esop financing specialists?
New York leads with 16 company records, followed by Atlanta (9) and Chicago (6).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 914 professional contacts with verified work emails tracked across these 188 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 188 esop financing specialists based in the United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Esop financing specialists based in France
- Esop financing specialists based in India
- Esop financing specialists based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 esop financing specialists based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 188 matching company records for esop financing specialists based in the United States, with 1,701 tracked contacts and 914 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 esop financing specialists based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Midcap Financialmidcapfinancial.comHQ: Bethesda, MD, United StatesReported employees: 201-500 | Bethesda, MD, United States | 201-500 | Exact match | 362 contacts → |
“MidCap Financial is a middle-market focused, specialty finance firm that provides senior debt solutions to companies across all industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Merchant Financial Groupmerchantfinancial.comHQ: New York, FL, United StatesReported employees: 51-200 | New York, FL, United States | 51-200 | Exact match | 69 contacts → |
“Merchant Financial Group is a privately held company that has been providing financial solutions to businesses since 1985.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  BDO Capital Advisorsbdocap.comHQ: Richmond, IL, United StatesReported employees: 11-50 | Richmond, IL, United States | 11-50 | Exact match | 67 contacts → |
“BDO Capital Advisors (BCA), a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sellside M&A advisory, ESOP advisory, acquisition…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Greatbanc Trust Companygreatbanctrust.comHQ: Lisle, IL, United StatesReported employees: 51-200 | Lisle, IL, United States | 51-200 | Exact match | 56 contacts → |
“Founded in 1989, GreatBanc is a full-service trust company and independent ERISA fiduciary specializing in Employee Stock Ownership Plans (ESOPs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Lazear Esop And M&a Advisorslazearcapital.comHQ: Grandview Heights, TX, United StatesReported employees: 51-200 | Grandview Heights, TX, United States | 51-200 | Exact match | 56 contacts → |
“As a national leader in ESOP and Section 1042 advisory, business owners nationwide rely on our team to execute tailored sell-side strategies that maximize value, preserve legacy…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PCE Investment Bankers M&a Esop Valuationpcecompanies.comHQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 53 contacts → |
“Helping middle-market business owners achieve their goals since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  CSG Partners Esop Advisorscsgpartners.comHQ: New York, KY, United StatesReported employees: 11-50 | New York, KY, United States | 11-50 | Exact match | 51 contacts → |
“Since CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Sc&h Capitalschcapital.comHQ: Columbia, VA, United StatesReported employees: 11-50 | Columbia, VA, United States | 11-50 | Exact match | 43 contacts → |
“SC & H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Firmamentfirmament.comHQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 40 contacts → |
“Firmament provides tailored equity and debt capital solutions to small- and medium-sized enterprises.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Esop Partnersesoppartners.comHQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 39 contacts → |
“ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  MENKEmenke.comHQ: Burlingame, CA, United StatesReported employees: 51-200 | Burlingame, CA, United States | 51-200 | Exact match | 38 contacts → |
“Menke has been providing ESOP (employee stock ownership plan) advisory services since 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  SES Esop Strategiessesesop.comHQ: Bala Cynwyd, CO, United StatesReported employees: 11-50 | Bala Cynwyd, CO, United States | 11-50 | Exact match | 32 contacts → |
“SES ESOP Strategies is a national ESOP firm that combines the expertise of ESOP consulting, financial and legal professionals to assist companies in creating and maintaining…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Butcherjoseph & CObutcherjoseph.comHQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 |  SCJ Fiduciary Servicesscjesop.comHQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 29 contacts → |
“We are an ESOP consulting firm that provides our clients with innovative solutions that help them build their company's legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ambroseadvisorsambroseadvisors.comHQ: Riverside, DC, United StatesReported employees: 11-50 | Riverside, DC, United States | 11-50 | Exact match | 25 contacts → |
“AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Capital Financial Global, Inc. Cfgxcapfiglobal.comHQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 25 contacts → |
“Capital Financial Global (CFGX) is a specialty finance company that provides asset-backed financing and loan advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HDH Advisorshdhadvisorsllc.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2007, HDH Advisors is focused on delivering high quality business appraisal, ESOP, litigation support, financial advisory, and related professional services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ownersedgeownersedge.comHQ: Waukesha, WI, United StatesReported employees: 201-500 | Waukesha, WI, United States | 201-500 | Exact match | 22 contacts → |
“We buy and grow healthy businesses while protecting the legacy, culture, and value that made them successful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Applied Economicsappliedecon.comHQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 19 contacts → |
“Founded in 1998, Applied Economics is a leading financial advisory firm specializing in business valuation, investment banking and ESOP advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  BCC Advisersbccadvisers.comHQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 17 contacts → |
“BCC Advisers specializes in merger & acquisition consulting, business valuation and litigation support services, providing personalized solutions to privately-held businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  CCG Advisorsccgadv.comHQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 14 contacts → |
“CCG Advisors is an Atlanta-based merger and acquisition firm specializing in advising owners of privately held companies on business valuation, strategic growth planning, capital…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  S.R. Allison, LTDsrallison.comHQ: Fort Worth, TX, United StatesReported employees: 1-10 | Fort Worth, TX, United States | 1-10 | Exact match | 13 contacts → |
“S.R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Vision Point Capitalvisionpointcapital.comHQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 11 contacts → |
“Over the past decade, thousands of business owners have trusted Vision Point Capital to guide them through the business transition process so they can capitalize on their success…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mosaic Capital Partnersmosaic-cp.comHQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 11 contacts → |
“Mosaic Capital Partners is the preeminent employee ownership private equity firm, focused on acquiring lower middle market companies ($5 to $15 million of EBITDA) through an…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  QUIDgetquid.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 11 contacts → |
“Quid is a new way to help employees of privately-held companies get the liquidity they need to pay for life today – without selling the stock options they’ve earned for a fraction…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 188 company matches
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Esop financing specialists: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
188 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 188 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for esop financing specialists?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many esop financing specialists did RevenueBase find based in the United States?
The saved snapshot records 188 matching company records, 1,701 tracked contacts and 914 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Esop financing specialists by geography
Cite this list
RevenueBase Data Team. Top 25 esop financing specialists based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/esop-financing-specialists/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Esop financing specialists based in France
- Esop financing specialists based in India
- Esop financing specialists based in the United Kingdom
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
Company intelligence · public preview
Top 25 esop financing specialists based in the United States
RevenueBase records 188 matching company records for esop financing specialists based in the United States, with 1,701 tracked contacts and 914 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 esop financing specialists based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Midcap Financialmidcapfinancial.com HQ: Bethesda, MD, United StatesReported employees: 201-500 | Bethesda, MD, United States | 201-500 | Exact match | 362 contacts → |
“MidCap Financial is a middle-market focused, specialty finance firm that provides senior debt solutions to companies across all industries.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Merchant Financial Groupmerchantfinancial.com HQ: New York, FL, United StatesReported employees: 51-200 | New York, FL, United States | 51-200 | Exact match | 69 contacts → |
“Merchant Financial Group is a privately held company that has been providing financial solutions to businesses since 1985.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | BDO Capital Advisorsbdocap.com HQ: Richmond, IL, United StatesReported employees: 11-50 | Richmond, IL, United States | 11-50 | Exact match | 67 contacts → |
“BDO Capital Advisors (BCA), a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sellside M&A advisory, ESOP advisory, acquisition…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Greatbanc Trust Companygreatbanctrust.com HQ: Lisle, IL, United StatesReported employees: 51-200 | Lisle, IL, United States | 51-200 | Exact match | 56 contacts → |
“Founded in 1989, GreatBanc is a full-service trust company and independent ERISA fiduciary specializing in Employee Stock Ownership Plans (ESOPs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Lazear Esop And M&a Advisorslazearcapital.com HQ: Grandview Heights, TX, United StatesReported employees: 51-200 | Grandview Heights, TX, United States | 51-200 | Exact match | 56 contacts → |
“As a national leader in ESOP and Section 1042 advisory, business owners nationwide rely on our team to execute tailored sell-side strategies that maximize value, preserve legacy…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PCE Investment Bankers M&a Esop Valuationpcecompanies.com HQ: Winter Park, FL, United StatesReported employees: 11-50 | Winter Park, FL, United States | 11-50 | Exact match | 53 contacts → |
“Helping middle-market business owners achieve their goals since 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CSG Partners Esop Advisorscsgpartners.com HQ: New York, KY, United StatesReported employees: 11-50 | New York, KY, United States | 11-50 | Exact match | 51 contacts → |
“Since CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Sc&h Capitalschcapital.com HQ: Columbia, VA, United StatesReported employees: 11-50 | Columbia, VA, United States | 11-50 | Exact match | 43 contacts → |
“SC & H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Firmamentfirmament.com HQ: Nashville, TN, United StatesReported employees: 11-50 | Nashville, TN, United States | 11-50 | Exact match | 40 contacts → |
“Firmament provides tailored equity and debt capital solutions to small- and medium-sized enterprises.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Esop Partnersesoppartners.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 39 contacts → |
“ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | MENKEmenke.com HQ: Burlingame, CA, United StatesReported employees: 51-200 | Burlingame, CA, United States | 51-200 | Exact match | 38 contacts → |
“Menke has been providing ESOP (employee stock ownership plan) advisory services since 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SES Esop Strategiessesesop.com HQ: Bala Cynwyd, CO, United StatesReported employees: 11-50 | Bala Cynwyd, CO, United States | 11-50 | Exact match | 32 contacts → |
“SES ESOP Strategies is a national ESOP firm that combines the expertise of ESOP consulting, financial and legal professionals to assist companies in creating and maintaining…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Butcherjoseph & CObutcherjoseph.com HQ: St. Louis, MO, United StatesReported employees: 11-50 | St. Louis, MO, United States | 11-50 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | SCJ Fiduciary Servicesscjesop.com HQ: Louisville, KY, United StatesReported employees: 11-50 | Louisville, KY, United States | 11-50 | Exact match | 29 contacts → |
“We are an ESOP consulting firm that provides our clients with innovative solutions that help them build their company's legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ambroseadvisorsambroseadvisors.com HQ: Riverside, DC, United StatesReported employees: 11-50 | Riverside, DC, United States | 11-50 | Exact match | 25 contacts → |
“AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Capital Financial Global, Inc. Cfgxcapfiglobal.com HQ: Salt Lake City, UT, United StatesReported employees: 1-10 | Salt Lake City, UT, United States | 1-10 | Exact match | 25 contacts → |
“Capital Financial Global (CFGX) is a specialty finance company that provides asset-backed financing and loan advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HDH Advisorshdhadvisorsllc.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 24 contacts → |
“Founded in 2007, HDH Advisors is focused on delivering high quality business appraisal, ESOP, litigation support, financial advisory, and related professional services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ownersedgeownersedge.com HQ: Waukesha, WI, United StatesReported employees: 201-500 | Waukesha, WI, United States | 201-500 | Exact match | 22 contacts → |
“We buy and grow healthy businesses while protecting the legacy, culture, and value that made them successful.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Applied Economicsappliedecon.com HQ: Atlanta, GA, United StatesReported employees: 11-50 | Atlanta, GA, United States | 11-50 | Exact match | 19 contacts → |
“Founded in 1998, Applied Economics is a leading financial advisory firm specializing in business valuation, investment banking and ESOP advisory.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | BCC Advisersbccadvisers.com HQ: Des Moines, IA, United StatesReported employees: 11-50 | Des Moines, IA, United States | 11-50 | Exact match | 17 contacts → |
“BCC Advisers specializes in merger & acquisition consulting, business valuation and litigation support services, providing personalized solutions to privately-held businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | CCG Advisorsccgadv.com HQ: Atlanta, GA, United StatesReported employees: 1-10 | Atlanta, GA, United States | 1-10 | Exact match | 14 contacts → |
“CCG Advisors is an Atlanta-based merger and acquisition firm specializing in advising owners of privately held companies on business valuation, strategic growth planning, capital…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | S.R. Allison, LTDsrallison.com HQ: Fort Worth, TX, United StatesReported employees: 1-10 | Fort Worth, TX, United States | 1-10 | Exact match | 13 contacts → |
“S.R.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vision Point Capitalvisionpointcapital.com HQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 11 contacts → |
“Over the past decade, thousands of business owners have trusted Vision Point Capital to guide them through the business transition process so they can capitalize on their success…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mosaic Capital Partnersmosaic-cp.com HQ: Charlotte, NC, United StatesReported employees: 1-10 | Charlotte, NC, United States | 1-10 | Exact match | 11 contacts → |
“Mosaic Capital Partners is the preeminent employee ownership private equity firm, focused on acquiring lower middle market companies ($5 to $15 million of EBITDA) through an…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | QUIDgetquid.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 11 contacts → |
“Quid is a new way to help employees of privately-held companies get the liquidity they need to pay for life today – without selling the stock options they’ve earned for a fraction…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Esop financing specialists: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
188 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 188 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for esop financing specialists?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many esop financing specialists did RevenueBase find based in the United States?
The saved snapshot records 188 matching company records, 1,701 tracked contacts and 914 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Esop financing specialists by geography
Cite this list
RevenueBase Data Team. Top 25 esop financing specialists based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/esop-financing-specialists/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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