skip to main content
X

Services

ESOP

Corporate Finance

We address the investment banking needs of the growing middle-market and we work with you to find strategic opportunities for value creation.

UHY Corporate Finance Lands Another ‘Client for Life’ by Delivering Prompt Guidance and Maximizing Value in Recent Transaction

UHY Corporate Finance recently served as the exclusive advisor to Patriot Rentals and Equipment in their sale to Herc Holdings Inc. (NYSE:HRI). Dan Martino, Former President of Patriot, shared his experience working with the UHY Corporate Finance team on the sale of his company and was highly impressed with their capabilities. Citing outstanding expertise and leadership, Martino recalled how UHY CF was able to deliver data and insights to prospective buyers with precision that even made him marvel at his own company.

UHYCF is a Full-Service Investment Bank Backed by a Global Firm

UHY Corporate Finance (UHYCF) provides M&A advisory, capital raising, and related financial due diligence services. Our clients include privately-held companies, private equity funds, and global corporations. Our proven capabilities consistently deliver the most desired outcomes for clients.

Experienced Team

  • Senior executive leads every transaction throughout the process
  • Decades of transaction advisory experience have resulted in numerous transactions closed

Proven Processes

  • Highly disciplined approach to transaction execution maximizes value and minimizes risk
  • Communication driven – client, board of directors, management, buyers, targets, attorneys, etc.

Global Footprint

  • Presence in over 100+ countries
  • Teams work cohesively on cross-border transactions and identifying international buyers / sellers

Middle Market Focus

  • Middle market leaders with a result-driven approach catered to our clients’ unique circumstances
  • Deal team experiences and execution strategy are based on middle market transactions

Industry Focus

  • Deep knowledge and understanding of industry dynamics and trends
  • Clear understanding of industry specific transaction hurdles

Extensive Relationships

Our breadth of service offerings translates to established relationships with key industry players, senior executives, private equity funds, and lenders.

What We Offer

CORPORATE FINANCE Overview

An ESOP (employee stock ownership plan) is a tax-advantaged transaction that can simultaneously accomplish several financial and tax objectives.

The first advantage of creating an ESOP is that it allows business owners to individually tap into cash, or, at least a more liquid investment position, without having to give up ultimate control of their business. A second advantage of an ESOP is that it also allows a business to reduce its federal income tax liability at any given level of profitability while still offering a valuable employee benefit to its workers, thereby increasing employee morale.

Contact UHY Corporate Finance to learn more about how ESOPs work, how to structure your ESOP, and if an ESOP is a right fit for your business. ESOPs also provide a number of significant federal income tax benefits to an employer, an employer’s shareholders and its employees, that our tax group can assist you with.

OUR PROFESSIONALS

LANCE HAYNES

Senior Vice President, UHY Corporate Finance
Clayton, Missouri

LANCE HAYNES

Senior Vice President, UHY Corporate Finance

ALBERT ALLEN

Principal, UHY Advisors
Sterling Heights, Michigan

ALBERT ALLEN

Principal, UHY Advisors

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors

STEVEN MCCARTY

Chief Executive Officer, UHY Advisors
Sterling Heights, Michigan

STEVEN MCCARTY

Chief Executive Officer, UHY Advisors

ALEX CONTI

Managing Director, UHY Corporate Finance
Farmington Hills, Michigan

ALEX CONTI

Managing Director, UHY Corporate Finance

PAUL JUFFER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

PAUL JUFFER

Partner, UHY LLP
Managing Director, UHY Advisors

JEREMY FALENDYSZ

Managing Director, UHY Corporate Finance
Farmington Hills, Michigan

JEREMY FALENDYSZ

Managing Director, UHY Corporate Finance

ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

Learn More

Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

Learn More

Consulting Services

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

Learn More

© 2023 UHY Corporate Finance

This information on this Site should not be construed as a recommendation, an offer of services, or an offer to sell, or solicitation of an offer to buy a particular service or security. While UHY Corporate Finance has made every attempt to ensure that the information contained at this Site has been obtained from reliable sources, UHY Corporate Finance is not responsible for any errors or omissions, or for the results obtained from the use of this information. Corporate finance services are provided only pursuant to a written agreement signed by UHY Corporate Finance personnel and the client. In no event will UHY Corporate Finance, or UHY Corporate Finance’s partners, agents or employees be liable to you or anyone else for any decision made or action taken in reliance on the information in this Site or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Hide Firm Disclaimer

©2024 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.