About Us Exit Strategies, Sale Transactions, Capital Placement and Business Valuations

Ambrose [ am-brohz ]

(n). Originates from a Greek word meaning immortal.

Ambrose reflects our long-term, solution-oriented focus. We give senior-level attention to every client on every deal and treat the transaction as if we were selling or raising capital for our own business.

Unlike most sell-side advisors, we maintain a continuing relationship with our ESOP clients and our non-ESOP clients by continuing to provide advice until all post-closing obligations are met. In fact, we advise many of our ESOP-owned clients in sales to third parties that provide a repayment of transaction debt to banks and former sellers, as well as cash to the ESOP and its participants.

Your One-Stop The Ambrose Advisory Approach

We offer an ESOP-focused bundled services platform. Our team will help you explore an ESOP as a transaction option, structure, execute and finance a transaction, as well as manage the post-transaction administration and maintenance for the ESOP. We can handle the entire sell-side of a transaction;*

Investment Banking Valuation analysis, transaction structuring and modeling, creating the transaction plan, leading the transaction execution, debt placement
Transactional Support Transaction design, due diligence, transaction negotiations, build-out an e-data room, assistance with selecting an ESOP Trustee to lead the buyside of the transaction
Annual Reporting and Ongoing Support Coordination, consulting, record-keeping, third-party administration (TPA), accounting & tax reporting assistance
Special Needs Favorable determination letter application submissions, other IRS & DOL representation, and voluntary correction submissions

How Ambrose Helps **Certain Investment Banking Services Through: ShorelineAmbrose Advisors, LLC Member FINRA/SIPC

Our Bundled ESOP Advisory Approach…

Ambrose can provide all of the sell-side advisors necessary to complete the transaction - all under one roof.

Sell-Side Advisors
- Investment Banking Team
- Third-Party Administrator
- Specialized Legal Counsel (via referrals)
Benefits
- Reduces downtime
- Faster execution
- Promotes efficiencies
- Less costly

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Our Team

We Are Trusted Advisors to Each of Our Clients

AmbroseAdvisors is composed of professionals with unique skills and competencies which complement the skills and competencies of the other professionals on your team. If you are an accountant, attorney, banker, insurance or wealth management professional, our team will collaborate with you to determine your client’s objectives and develop effective solutions to achieve each objective in the most efficient manner possible.

When you integrate AmbroseAdvisors into the evaluation of your client’s objectives and available solutions, you ensure that your client will receive measured, insightful analysis designed to optimize results. In other words, you ensure that the trust between you and your client will grow and continue into the future.

The AmbroseAdvisors team supplements the expertise of other professionals by offering comprehensive knowledge of a multitude of industries and sectors and deep expertise in structuring and executing transactions. Each member of our team is solution-oriented and dedicated to enhancing the relationships existing between other professionals and their clients.

Meet Our Team

Our Advisory Services

Investment Banking Services
- ESOP Buyouts
- M&A Sale Transactions
- Dual Track (ESOP + M&A) Transactions
- Private Equity Recapitalizations
- Capital Placements
Consulting
- ESOP Feasibility Consultion
- ESOP Third-Party Administration
- Business Valuations/Fairness Opinions

Our Services