Success Stories

We have completed 350+ transactions with over $850 million total assets under our administration.

Transactional Trustee

Nation-wide Construction Company

Washington State
57 Employees

Transactional Trustee

Aerial Work Platform Rental Specialist

Illinois
40 Employees

Transactional Trustee

Nation-wide Exotic Car Leasing Company

New York
31 Employees

Transactional Trustee

Radiological Medical Practice

Southern Georgia
40 Employees

Transactional Trustee

Nation-wide Temporary-worker Staffing Agency

Arkansas
1,800 Employees

Transactional Trustee

Electrical Design Construction & Installation Company

New York
360 Employees

Ongoing Trustee

Transportation Services Company

New York
1,000 Participants

Ongoing Trustee

Vacation Ownership Services Company

Nevada & Florida
400 Participants

Transactional Trustee

Engineering Consulting / Services Company

Washington, DC and 7 states in the Mid-Atlantic Region
600 Employees

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