EOT Advisors | Investment Bank on Axial

EOT Advisors

Investment Bank

New York, New York HQ

Member since

2021

Deals they've closed

About

EOT Advisors is the first investment banking and financial advisory firm in the country dedicated to assisting business owners in selling to an Employee Ownership Trust (EOT). We work in all 50 states and internationally. Our aim is to provide a one-stop shop for EOTs. We assist with company structu…

Team (1)

Recent Transactions (5)

EOT Advisors

Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw

Advised

Optimax Systems, Inc.

in their acquisition by

Optimax Systems, Inc. Perpetual Purpose Trust

March 2020

EOT Advisors

Health Care Services, Healthcare Software (Consumer), Healthcare Software (Enterprise), IT Services, Technology Consulting Services

Advised

Paras and Associates

in their acquisition by

Paras and Associates Employee Ownership Trust

October 2019

EOT Advisors

Activities Related to Real Estate, Mortgage and Nonmortgage Loan Brokers, Real Estate Credit

Advised

Equity Atlas Inc

in their acquisition by

Equity Atlas Inc Employee Ownership Trust

April 2016

EOT Advisors

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Research and Development in the Physical, Engineering, and Life Sciences

Advised

Metis Construction, Inc

in their acquisition by

Metis Construction, Inc Employee Ownership Trust

February 2016

EOT Advisors

Administration of Education Programs, Building Finishing Contractors, Child Day Care Services, Civic and Social Organizations, Death Care Services, Educational Services, Electrical Contractors and Other Wiring Installation Contractors, Health Care Services, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Museums, Historical Sites, and Similar Institutions, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services

Advised

Samamkaya Back Care & Scoliosis Yoga, LLC

in their acquisition by

Samamkaya Back Care & Scoliosis Yoga, LLC Charitable Trust

June 2015

Sectors EOT Advisors serves:

Manufacturing

Financial Services

Consumer Goods

Industrials

Materials

Technology

Retail

Business Services

Distribution

Health Care

Consumer Services

Media

Real Estate

Life Sciences

Telecommunications

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Member since

2021

Deals they've closed

Team (1)