Intrepid Capital Group focuses its resources on those opportunities where uniquely structured ESOP buyouts in partnership with management and employees enjoy a distinct competitive advantage over conventionally structured leveraged transactions. In such situations incorporating ESOPs and their associated tax advantages into the capital structure provides substantially better economics to all company stakeholders and the opportunity for far more attractive returns on invested capital. We participate in transactions where enlightened selling shareholders and management teams find our buyout structures to be a superior solution over transactions proposed by all other conventional financial sponsors. We are interested in profitable and appealing companies with predominantly US-based operations.

Summary of ESOP Incentives|Common Misconceptions|ESOP Research

Links to Additional Sources of ESOP Information:

NCEO
The ESOP Association
Articles demonstrating improved performance by ESOP companies