Raymond James launches dedicated ESOP advisory unit
Yahoo Finance·2026-02-04 05:27

Raymond James is expanding its investment banking capabilities with the launch of a dedicated employee stock ownership plan (ESOP) advisory practice aimed at helping privately held companies navigate ownership transitions. The firm said the new ESOP advisory group will operate within its investment banking division and will focus on structuring and executing tax-advantaged ownership transfer strategies for privately owned businesses. The unit will also support Raymond James advisors working with business- ...