Home About Us ESOP Services Offices What is an ESOP? ESOP Information Live ESOP Seminars Free Preliminary Analysis Contact Us Advisory Professionals We are one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions. Our ESOP Advisors bring more than 100 years of collective experience in structuring ESOP transactions. These officers and associates have participated in over 2,500 transactions. John D. Menke President jmenke@menke.com | (415) 362-5200 John D. Menke is the founder and president of Menke & Associates, Inc. and of Menke Capital Corp. He has been involved in designing and administering ESOPs for over 30 years. Prior to founding Menke & Associates, Inc. in 1974, Mr. Menke was a Senior Tax Attorney with the Law Offices of Louis O. Kelso (1972-1974), General Counsel to Boothe Computer Investment Corporation (1971-1972), a venture capital firm, and from 1968 to 1971 was an associate with the law firm of Kelso, Cotton, Seligman & Ray. Mr. Menke has written over 20 articles regarding ESOPs, leveraged buyouts, and estate planning techniques, as well as a leading book on ESOPs. Mr. Menke also co-drafted the original ESOP legislation which helped to spawn employee ownership in this country. Mr. Menke received his B.A. degree from the University of Texas and his LL.B. degree from Yale Law School. Kyle Coltman Chief Executive Officer kcoltman@menke.com | (415) 362-5200 x 1011 Kyle Coltman has worked extensively in the design of employee buyouts since joining the firm in l979. During this time he has supervised several hundred ESOP buyouts for owners of privately-held firms. Mr. Coltman’s responsibilities encompass all phases of deal structuring, financing and coordination of ongoing services. Mr. Coltman graduated with honors from the University of California, San Diego, receiving a B.A. degree in Economics. He received his M.B.A. degree in finance at the University of California, Berkeley. Trevor Gilmore Chief Financial Officer tgilmore@menke.com | (415) 318-1055 Trevor J. Gilmore joined the firm in 2015. Prior to joining Menke, He was the Director of Private Equity for a boutique accounting firm, where he oversaw accounting and finance for several opportunistic real estate private equity funds. His experience also includes entrepreneurship, as he founded an international green building product manufacturing cooperative during his senior year in college. An avid cyclist and community partner, Trevor is on the board of Giant Steps Therapeutic Equestrian Center and Dolce Vita Cycling. He is a member of CalCPA, AICPA, ESOP Association, and the National Center for Employee Ownership. He has a B.A. in Economics from San Francisco State University, a Certificate of Advanced Accounting Proficiency from Santa Clara University, a M.S. in Taxation from Golden Gate University, and is a licensed CPA and holds the Accredited in Business Valuation credential (ABV) from the AICPA. Bruce C. Armstrong Senior Vice President barmstrong@menke.com | (415) 318-1002 Bruce C. Armstrong has over 25 years of experience in designing ESOPs for clients of Menke & Associates, Inc. Prior to joining the firm, Mr. Armstrong worked for six years with Crocker National Bank (San Francisco and Los Angeles) as a commercial lender and work-out loan specialist, product development manager, and loan profitability analyst. A significant amount of his lending experience involved ESOP transactions. Mr. Armstrong graduated from Stanford University with a B.A. degree in Economics in 1975. He received an M.B.A. in Finance and Accounting from the University of California, Los Angeles in 1979. Sherman O. Coultas Managing Director – Investment Banking scoultas@menke.com | (415) 318-1010 Sherman O. Coultas has over 20 years of experience in ESOPs for Menke & Associates, Inc. clients. Before joining the firm in 1985, Mr. Coultas worked for eight years arranging mergers and acquisitions for private corporations. Mr. Coultas was President of a regional ice cream manufacturer and retail chain; Chief of Staff to the Undersecretary, HEW, during the Ford Administration; House Counsel for an international cosmetic company; and General Manager of a computer software firm. Mr. Coultas holds a B.S. degree in Psychology and Philosophy, a B.S. degree in French, and an LL.B. degree from San Jose State University, Georgetown University and Lincoln University, respectively. Phillip DeDominicis Managing Director – Investment Banking pdedominicis@menke.com | (410) 885-2531 Prior to joining Menke & Associates, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on change of control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in l985, and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989. Matthew Nels Managing Director – Investment Banking mnels@menke.com | (847) 416-1498 Matthew Nels joined the firm in 2018 bringing over 15 years of commercial lending experience and over 10 years of ESOP experience. Prior to joining the firm, Mr. Nels spent several years with BMO Harris Bank and Fifth Third Bank where he was responsible for marketing, structuring, underwriting and managing leveraged ESOP, private equity and traditional middle market debt transactions across the United States. Mr. Nels also spent time in underwriting and portfolio management roles at Pangaea Asset Management, LaSalle Bank, GE Capital and Heller Financial. Mr. Nels holds a Bachelor of Science in Business Finance and Marketing from Eastern Illinois University and a Master of Business Administration in Finance from DePaul University. Richard M. Acheson President, BSI (Los Angeles Office) racheson@bsiesop.com | (310) 207-8776 x104 Richard M. Acheson is an attorney in California. Prior to joining BSI as a principal in 1976, he was a revenue agent with the Internal Revenue Service and a tax manager with Arthur Young & Company. Mr. Acheson majored in accounting at Arizona State University and received his law degree from Loyola School of Law in Los Angeles. He is a member of the California, Federal and American Bar Association and the American Institute of Certified Public Accountants. Mr. Acheson is a founder and a continuing member of the ESOP Association and the National Center for Employee Ownership. He has been involved in ESOPs both as a consultant and recordkeeper for over 30 years, and he writes and speaks on the subject frequently. Upcoming Web Seminar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Thursday, December 16th, 2021 (1:00PM - 3:00PM EDT) In 2022, many companies will be looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies will be looking for ways to create liquidity for shareholders who wish to retire or reduce their ownership stake. This 2-hour web seminar is free-of-charge and will show how ESOPs can be structured to accomplish these and other objectives that may be essential to the sustainability and success of your company in 2022! Among the topics that will be covered are the following: What is an ESOP and what benefits can an ESOP provide to companies and their owners? What are the basic ESOP structures? How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives? What benefits can ESOPs provide for shareholders of S corporations? What benefits can ESOPs provide for shareholders of C corporations? How are companies valued for ESOP purposes? How is ESOP financing structured? What is the impact of an ESOP on employee motivation and productivity? SIGN UP NOW Free Preliminary Analysis Interested in finding out how an ESOP plan could work for your company? For a free preliminary analysis, just fill out our ESOP Feasibility Questionnaire. Recent ESOP News Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Andesa Services Embodies the Spirit of Employee Ownership Month Menke Client Russell Bond & Co. Acquired By Jencap Phil DeDominicis Discusses Employee Stock Ownership Plan Basics on How to Hardscape Podcast IRS Releases Retirement Plan Limits for 2022 Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th Millennial Workers Are Drawn to Employee Ownership Values Matthew Nels to Speak at Great Game of Business Conference on Sept. 9 Menke Client Global Tax Management Named to Inc. 5000 When ESOP Companies Make Strategic Acquisitions, Everybody Wins Homegrown Organic Farms Protects Their Culture and Rewards Their Workers with an ESOP Client Case Study: WestLand Resources ESOP Embodies History and Innovation Copyright © 2021 The Menke Group. All rights reserved A Certified Employee Owned (ESOP) Company | Privacy Policy | Site Map