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Menke & Associates

ESOP Services; Investment Banking; Professional Services

Financial Services

Professional & Business Services

Menke & Associates is a majority employee-owned company in the financial services industry headquartered in Oakland, California. Menke & Associates has designed and installed more ESOPs than any other firm in the country. They provide all the services needed to design and install an ESOP. Menke & Associates, Inc. was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry. In 1983, Menke & Associates became employee owned when it established its own Employee Stock Ownership Plan (ESOP). Their 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.Today, the firm is one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions. They have clients in all 50 states. Clients range in size from as few as ten employees to as many as 10,000. 

Menke & Associates is an employee-owned company headquartered in Oakland, California.

Menke & Associates is an employee-owned company.

While they are not certified, based on Department of Labor 5500 fillings and other third-party data sources, we believe their ESOP meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Worker Cooperative meets our standards of significant and broad-based employee ownership.

While they are not certified, based third-party data sources, we believe their Employee Ownership Trust meets our standards of significant and broad-based employee ownership.

While they are not certified, we believe they meet our standards of significant and broad-based employee ownership.

Location:

Oakland, CA

Employee Ownership Type:

ESOP

Employee-Owned Since:

1983

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