Help Companies Build a Secure Future

Private Capital (PCC) is an investment-banking firm established in 1976 when Employee Stock Ownership Plans (ESOP) burst onto the financial scene. The creator of the ESOP was securities lawyer Lou Kelso who participated in the first 200 of these plans. In 1978, PCC acquired Kelso Company. In 1981, PCC sold its interest in Kelso and reverted to ESOP consulting and private placements. But some clients continued to ask for help in refinancing, selling or acquiring other companies. This activity led to a new beginning and PCC eventually became a pioneer in designing and implementing comprehensive assessment of ownership options for privately held, mid-market companies.

Core Value Proposition

Our leadership in strategic and financial advisory markets is the result of an interdisciplinary approach. We use proprietary knowledge to analyze client situations, financial opportunities and risks associated with ownership and management succession. Consider this record:

• 30-year success in executing perpetuation and/or exit strategies
• Over 1,000 client succession plans
• Hundreds of ESOP and MSOP programs
• Dozens of strategic sales