NCEO

Monteith Construction Corp. Adopts an Employee Stock Ownership Plan (ESOP), Positions Company for Long-Term Growth, Team Success

Retrieved on: 
Tuesday, March 5, 2024
Citadel, Architecture, PulteGroup, Wilmington International Airport, AEC, Education, Culture, Growth, ERISA, Del Webb, Employee Stock Ownership Plan, ESOP, Organization, Monteith, Employee stock ownership, Atlas, NCEO, ILM

WILMINGTON, N.C., March 5, 2024 /PRNewswire/ -- Monteith Construction Corp.—including the companies Monteith Construction and its wholly-owned subsidiaries Grey Interiors, and Citadel Masonry—today announces the adoption of an Employee Stock Ownership Plan (ESOP), creating a strategic growth plan that directly reflects the company's commitment to holistic team success.

Key Points: 
  • WILMINGTON, N.C., March 5, 2024 /PRNewswire/ -- Monteith Construction Corp.—including the companies Monteith Construction and its wholly-owned subsidiaries Grey Interiors , and Citadel Masonry —today announces the adoption of an Employee Stock Ownership Plan (ESOP), creating a strategic growth plan that directly reflects the company's commitment to holistic team success.
  • "We have always led with culture, so making Monteith a place where everyone shares in ownership is the natural next step in our evolution."
  • "This is about putting ownership into the hands of the people who drive our success," adds CEO and President Bryan Thomas.
  • "Our team brings passion and grit to work each day, and the ESOP now provides a long-term, wealth-building benefit without changing any of our company values.

The National Center for Employee Ownership Releases its 2023 Employee Ownership 100 List

Retrieved on: 
Monday, December 11, 2023
NCEO, ESOP, Health, Employment, Name, Research, Supermarket, Airline

COVINA, Calif. , Dec. 11, 2023 /PRNewswire/ -- The National Center for Employee Ownership ("NCEO"), a nonprofit organization that has been supporting the employee ownership community since 1981, is pleased to announce its 2023 Employee Ownership 100 list.

Key Points: 
  • COVINA, Calif. , Dec. 11, 2023 /PRNewswire/ -- The National Center for Employee Ownership ("NCEO"), a nonprofit organization that has been supporting the employee ownership community since 1981, is pleased to announce its 2023 Employee Ownership 100 list.
  • To be on the list, companies must be at least 50% employee-owned; most on the list are 100%.
  • "After many months of in-house research, we are excited to release this year's Employee Ownership 100 list," said Nancy Wiefek, Research Director at the NCEO.
  • Recognizing employee-owned companies year after year on the Employee Ownership 100 list not only amplifies these companies' names and achievements but also the power of employee ownership itself."

Capstone Partners Broadens Service Offerings with Formation of ESOP Group

Retrieved on: 
Wednesday, June 7, 2023
National Center for Employee Ownership, Employee stock ownership, Georgia State University, Income tax, NCEO, MBA, ESOP, Capstone Partners, Capstone, Economics, Central Waqf Council, Citigroup, Growth, Sales

BOSTON, June 7, 2023 /PRNewswire/ -- Capstone Partners, a leading middle market investment banking firm, has launched the formation of an Employee Stock Ownership (ESOP) Advisory Group ("the Group"), amplifying its full-scope suite of solutions offered to clients. This strategic expansion underscores Capstone's commitment to providing comprehensive financial solutions to clients and represents a significant milestone in the company's continued growth.

Key Points: 
  • BOSTON, June 7, 2023 /PRNewswire/ -- Capstone Partners, a leading middle market investment banking firm, has launched the formation of an Employee Stock Ownership (ESOP) Advisory Group ("the Group"), amplifying its full-scope suite of solutions offered to clients.
  • New service line bolsters the firm's fully integrated suite of solutions with a unique alternative for clients.
  • The firm has immediate expansion plans in place to continue to bolster the breadth of the Group.
  • Capstone remains steadfast in expanding its positioning to optimize client outcomes by offering expert advisory services across all possible avenues."

Three Verit Advisors® Employees Will Speak at the NCEO Employee Ownership Conference

Retrieved on: 
Wednesday, April 19, 2023
National Center for Employee Ownership, Partnering, Bear Stearns, PNC, Jefferies, LaSalle Bank, NCEO, Jefferies Group, ESOP, Bank of America, Cost, Bank, Leverage (finance), Environment, Conference, KeyBank, Financial services

Verit Advisors® will participate in the NCEO (National Center for Employee Ownership) Employee Ownership Conference, April 25 to 27, 2023 in Kansas City.

Key Points: 
  • Verit Advisors® will participate in the NCEO (National Center for Employee Ownership) Employee Ownership Conference, April 25 to 27, 2023 in Kansas City.
  • This annual conference is the premier gathering on employee ownership.
  • In attendance from Verit Advisors will be Mary Josephs, John Solimine and Jake Cravens.
  • Mary founded Verit Advisors in 2009 and has nearly three decades of experience in corporate finance.

TI-TRUST, Inc. (“TI-TRUST”), is pleased to welcome Elizabeth (“Beth”) A. Di Cola as Senior Vice President

Retrieved on: 
Monday, March 20, 2023
National Center for Employee Ownership, University, ERISA, Employee stock ownership, Champaign–Urbana metropolitan area, OAK, Trust, NCEO, Trust Company, ESOP, Urbana, University of Illinois Urbana-Champaign, Trust service provider, Farm Service Agency

“Beth is extremely dedicated to the development of employee ownership and has a distinguished career assisting clients,” said Dawn Goestenkors, Executive Vice President.

Key Points: 
  • “Beth is extremely dedicated to the development of employee ownership and has a distinguished career assisting clients,” said Dawn Goestenkors, Executive Vice President.
  • “We are very excited to have her join TI-TRUST and look forward to her insights contributing to our client’s success.”
    B.S.
  • We have extensive experience in fiduciary services and can serve as a trustee or agent based on the client’s needs.
  • TI-TRUST manages over $16 billion in assets and has offices in Illinois, Missouri, Pennsylvania, Arizona, and Georgia.

Liberty Military Housing is Recognized as One of the Top 100 Largest Employee Owned Companies in the Nation

Retrieved on: 
Tuesday, February 21, 2023
Nation, Empathy, National Center for Employee Ownership, NCEO, ESOP, Liberty, Management

Huntington Beach, CA, Feb. 21, 2023 (GLOBE NEWSWIRE) -- The National Center for Employee Ownership (NCEO) recognized Liberty Military Housing by including them in their distinguished list of companies on their Employee Ownership 100 List .

Key Points: 
  • Huntington Beach, CA, Feb. 21, 2023 (GLOBE NEWSWIRE) -- The National Center for Employee Ownership (NCEO) recognized Liberty Military Housing by including them in their distinguished list of companies on their Employee Ownership 100 List .
  • The list includes the Nation's most prominent and largest companies that are at least 50% owned by an employee stock ownership plan (ESOP) or other broad-based employee ownership plan.
  • Our employee-owners bring a proactive, solution-oriented mindset and unparalleled levels of empathy and understanding for our residents and one another.
  • If you’re ready to grow your career and join our employee-owned company, visit JoinLMH.com to check out our amazing job opportunities!

Bluedog Design sees employee ownership as rewarding employees, extending award-winning culture

Retrieved on: 
Monday, February 13, 2023
Blue Dog, Employee stock ownership, Culture, Gillette, ESOP, Tropicana, Rutgers University, NCEO, Marketing, Growth, Employment, National Center for Employee Ownership, Management

CHICAGO, Feb. 13, 2023 /PRNewswire-PRWeb/ -- Bluedog Design, a marketing and growth consultancy, has formed an employee stock ownership plan, or ESOP, to be held as company stock by its trustee. Bluedog Design, which ranked first on the 2021 and 2022 Crain's Chicago Business Best Places to Work list, now joins 6,467 other companies--publicly traded and private--that are ESOPs. According to the National Center for Employee Ownership (NCEO), U.S. ESOPs have assets over $1.6 trillion.

Key Points: 
  • CHICAGO, Feb. 13, 2023 /PRNewswire-PRWeb/ -- Bluedog Design, a marketing and growth consultancy, has formed an employee stock ownership plan, or ESOP, to be held as company stock by its trustee.
  • Bluedog Design, which ranked first on the 2021 and 2022 Crain's Chicago Business Best Places to Work list, now joins 6,467 other companies--publicly traded and private--that are ESOPs.
  • According to the National Center for Employee Ownership (NCEO), U.S. ESOPs have assets over $1.6 trillion.
  • "We've always had a great culture and worked intentionally to build it," says Jeremy Anderson, a partner at Bluedog.

Lantana Consulting Group, Inc. Completes Sale of the Company to Employee Stock Ownership Plan and Leadership Transition

Retrieved on: 
Thursday, January 5, 2023
Courtney, ESOP, Research, National Center for Policy Analysis, Sale, Employee Stock Ownership Plan, NCEO, Policy, PA Consulting Group, EAST, Management

EAST THETFORD, Vt., Jan. 5, 2023 /PRNewswire-PRWeb/ -- Lantana Consulting Group, Inc. (Lantana) is pleased to announce the sale of the company to its employees via an Employee Stock Ownership Plan (ESOP), becoming 100% employee owned. Liora Alschuler, Founder and former CEO, will be assuming a new role with the appointment of Courtney Panaia-Rodi as CEO and Wendy Wise stepping in as COO.

Key Points: 
  • Lantana Consulting Group, Inc. (Lantana) is pleased to announce the sale of the company to its employees via an Employee Stock Ownership Plan (ESOP), becoming 100% employee owned.
  • EAST THETFORD, Vt., Jan. 5, 2023 /PRNewswire-PRWeb/ -- Lantana Consulting Group, Inc. (Lantana) is pleased to announce the sale of the company to its employees via an Employee Stock Ownership Plan (ESOP), becoming 100% employee owned.
  • The transition to employee ownership is a significant milestone and creates a sustainable future for the organization and our amazing employees," Courtney added.
  • According to the National Center for Employee Ownership (NCEO), an ESOP is a tax advantageous retirement plan in which employees own shares through a trust funded by the company.

Ferrellgas Marking Employee Ownership Month

Retrieved on: 
Tuesday, October 4, 2022
OTC, NCEO, Form 10-K, Employee Stock Ownership Plan, Industry, Compliance, National Center for Supercomputing Applications, ESOP, Family, Partnership, U.S. Securities and Exchange Commission, Security (finance), ESCA, GLOBE, District, Management, Ferrellgas

LIBERTY, Mo., Oct. 04, 2022 (GLOBE NEWSWIRE) -- Ferrellgas Partners, L.P. (OTC: FGPR), one of the nations largest propane logistics companies, is excited to celebrate Employee Ownership Month during October.

Key Points: 
  • LIBERTY, Mo., Oct. 04, 2022 (GLOBE NEWSWIRE) -- Ferrellgas Partners, L.P. (OTC: FGPR), one of the nations largest propane logistics companies, is excited to celebrate Employee Ownership Month during October.
  • Ferrellgas is proud to be one of the countrys leading companies that is owned through an Employee Stock Ownership Plan (ESOP).
  • The National Center for Employee Ownership (NCEO) says there are around 6,500 ESOPs in the United States.
  • Ferrellgas employees indirectly own1.1 million common units of the partnership, through an employee stock ownership plan.

ESOP Partners Announces a New Managing Director; Adds to Senior Leadership Team

Retrieved on: 
Friday, June 24, 2022
Efficiency, ESOP, Growth, Ownership, NCEO, Employment, Employee Stock Ownership Plan, Method, Private investigator, Management

APPLETON, Wis., June 23, 2022 /PRNewswire-PRWeb/ -- ESOP Partners is pleased to announce that Joseph "Joe" Fonti has joined the team of employee-owners in the role of Managing Director.                    

Key Points: 
  • ESOP Partners is pleased to announce that Joseph "Joe" Fonti has joined the team of employee-owners in the role of Managing Director.
  • APPLETON, Wis., June 23, 2022 /PRNewswire-PRWeb/ -- ESOP Partners is pleased to announce that Joseph "Joe" Fonti has joined the team of employee-owners in the role of Managing Director.
  • As a member of the senior leadership team, Joe will focus on executing on the strategic goals of the organization.
  • ESOPs are his passion and he joined ESOP Partners because it is a best-in-class ESOP provider and because he is committed to creating ESOP millionaires at ESOP Partners and at existing and future ESOP clients.