Vedder Price represents lenders and borrowers in all aspects of ESOP-related finance transactions, including the following:

• Due diligence
• Loan structuring, including senior, mezzanine and subordinated loans
• Intercreditor agreements
• Related security agreements
• Ancillary loan documents
• Compliance with ESOP-specific legal requirements

Well versed in the unique issues involved in negotiating and documenting ESOP loans, we also have a deep understanding of the tax incentives and other benefits associated with this type of financing. Our broad ESOP lending experience ranges from the most basic working-capital revolving loans to highly complex management buyouts and private equity transactions.