PCE Investment Bankers | M&A | ESOP | Valuation

If you’re ready to sell all or a part of your company to your employees, then you’ve already heard about ESOPs. But what if you find the tax implications, financing strategies, and structure options overwhelming? A feasibility study walks you through every scenario before you make a single commitment. Think of it as your dress rehearsal before opening night. Get a glimpse into how business owners turn uncertainty into predictability: https://hubs.ly/Q03B7Jbf0 #ESOP #ExitPlanning #InvestmentBanking #SuccessionPlanning #BusinessOwners

Market transitions, renewables, and regulatory updates are shaping M&A in the Power & Energy sector. Our Q2 report brings clarity to a rapidly evolving industry. Get the report here: https://hubs.ly/Q03xnCFJ0 #Energy #Renewables #Utilities #MergersAndAcquisitions #InvestmentBanking #MiddleMarket

Many mid-market business owners worry: “What if estate or gift taxes wipe out my business for my heirs?” The OBBBA brings long-awaited certainty: starting 2026, the federal exemption is $15M per person, permanently. That removes a layer of estate tax risk, but planning still matters. Learn how to reframe your approach: https://hubs.ly/Q03yWKRp0 #EstatePlanning #OBBBA #WealthStrategy #TrustsAndEstates #PrivateBusiness

In a sector defined by regulation, defense priorities, and innovation, Q2 brought notable developments in M&A. Our latest Aerospace & Government report offers insights to help you stay ahead of the curve and make strategic decisions with confidence. Read the report here: https://hubs.ly/Q03xnyrQ0 #Aerospace #Defense #GovernmentContracting #MergersAndAcquisitions #InvestmentBanking #MiddleMarket

Many fund employees negotiate carried interest as part of their compensation but aren’t sure how it fits into their long-term estate planning. The problem? Waiting too long to gift carry can increase your tax liability. A strategic approach to gifting carry early, before a fund matures, can significantly reduce its taxable value. Learn more in the full video: https://hubs.ly/Q03B8G3L0 #CarriedInterest #EstatePlanning #InvestmentBanking #BusinessValuation #TaxStrategy

Thinking about employee ownership? Start with one simple question: Is it feasible? At PCE, we work with business owners who are exploring ESOPs as a way to transition leadership, gain liquidity, protect company culture, and reward the people who helped build the business. But not every company is a fit and launching an ESOP without the right foundation can create risk and regret. That’s why we begin with a Feasibility Study. This is not just a financial check. It’s a strategic analysis that looks at your goals, your business structure, your employee base, and your long-term vision. We help you understand whether an ESOP makes sense and what it would actually take to implement one successfully. You’re not making a commitment. You’re getting clarity. Learn how we help business owners move forward with confidence: https://hubs.ly/Q03sCBMF0 #ESOP #EmployeeOwnership #ExitPlanning #SuccessionPlanning #MiddleMarket #PCECompanies

Choosing an exit path is not only a financial decision, it’s a personal one. Our latest insight breaks down when selling to a roll-up makes sense versus when an ESOP might better serve your goals. A roll-up may offer faster liquidity and scale, but an ESOP lets you preserve legacy, keep culture intact, and reward your team. Which outcome aligns with your vision for the business you built? Read more: https://hubs.ly/Q03yWLWV0 #ESOP #RollUp #SuccessionPlanning #EmployeeOwnership #ExitStrategy

Consumer confidence. Digital disruption. Strategic M&A. Our latest Consumer & Retail industry report breaks down Q2 trends and how they impact your business strategy. Catch the full report: https://hubs.ly/Q03xnyX_0 #ConsumerGoods #RetailIndustry #ConsumerTrends #MergersAndAcquisitions #InvestmentBanking #MiddleMarket

AI. Digital infrastructure. Cybersecurity. The Q2 TMT industry report unpacks how these forces are driving deal-making and valuations in the sector. Read the full report: https://hubs.ly/Q03xnCLS0 #Technology #Media #Telecom #MergersAndAcquisitions #InvestmentBanking #MiddleMarket

M&A consolidation isn’t just about growth. It’s also about multiplying value across your organization. Here are five key benefits middle market companies can realize by consolidating with peers: 1. Gain economies of scale – Lower per-unit costs and increase operating leverage. 2. Increase negotiating leverage – Consolidation improves your position with suppliers, customers, and lenders. 3. Expand product and service offerings – Merged entities can meet more diverse customer needs. 4. Enhance geographic reach – A broader footprint unlocks new markets and talent pools. 5. Strengthen financial performance – Combined margins, overhead savings, and revenue synergies improve the bottom line. Read more in our blog: https://hubs.ly/Q03yWLmN0 #MandA #IndustryConsolidation #MiddleMarket #StrategicGrowth #BusinessBenefits