After 18 years of significant expansion and growth, Globalview Advisors embarks on its next chapter
Business Wire and Yahoo!Finance Press Releases: Globalview Advisors is pleased to announce it has completed a transaction to become 100% employee-owned through its newly created Employee Stock Ownership Plan (ESOP). The Company was founded in 2002 in Irvine, California and is a leading provider of financial valuation and advisory services.
“Since our founding in 2002, my philosophy has been to empower our employees to provide our services and work with our clients as if they were direct stakeholders in the firm. I am extremely pleased that after 18 years my vision has become fully realized. Our clients can now have an additional level of confidence that our firm is here to serve their needs over a much longer horizon. Equally, our employees now have an opportunity to accumulate financial well-being not only through compensation but as well through the ESOP,” said Michael Haghighat, its Founder and Managing Director.
Globalview Advisors was advised by AmbroseAdvisors, a national investment banking firm specialized in employee-ownership transactions. Michael Harden, Senior Managing Director with AmbroseAdvisors, stated “Michael Haghighat’s goal was to secure a sustainable future for Globalview Advisors in a manner that would be highly beneficial to its employees, clients, its referral sources, and the broader accounting and finance community. Employee ownership, when done right, benefits all stakeholders and should be celebrated. It is a true win/win transaction for all parties involved and we were pleased to be a part of it. We heartily congratulate Globalview Advisors and thank them for trusting AmbroseAdvisors to manage this transition process.”
Holzman Horner, PLLC acted as legal counsel in connection with the transaction.
About: Globalview Advisors was founded in 2002 in Irvine, CA and is a leading financial valuation and advisory services firm.
About: AmbroseAdvisors is a national middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with ownership succession planning, including through employee ownership.
About: Holzman Horner, PLLC is a full-service business law firm with offices in Washington DC.