ESOP Lawyer - ESOP Attorney | SG&F Law

Our ESOP attorneys are among the most recognized ESOP, executive compensation and qualified retirement plan experts in the country. With a broad background in corporate, pension and tax law, our professionals use their broad understanding of business and law to achieve their clients’ goals. We invite you to learn more about our team:

James G. Steiker
James G. Steiker is Chairman and CEO of SES Advisors, Inc. and Chairman and Founder of its sister law firm, Steiker, Greenapple & Fusco, P.C. Jim is a corporate, pension and tax attorney and financial advisor with more than 30 years of experience in Employee Stock Ownership Plans (ESOPs) and other employee ownership matters, focusing... Read More
Sean-Tamba Matthew
Sean-Tamba Matthew is an associate with Steiker, Greenapple & Fusco, P.C., where he advises companies, business owners, boards of directors, and ESOP trustees on transactional and corporate governance and formation matters related to the design and implementation of ESOPs.  Sean’s work includes drafting and negotiating agreements and other documents for stock purchases, leveraged buyouts, mergers,... Read More
Steven B. Greenapple
Steve Greenapple has extensive experience in transactions involving Employee Stock Ownership Plans. He has represented ESOP plan sponsors, shareholders selling to an ESOP, and ESOP trustees in transactions establishing and amending ESOPs, increasing ESOPs’ share ownership, using ESOPs to acquire other businesses, and terminating and buying out ESOPs. He is also experienced in designing and... Read More
Theresa Borzelli
Theresa has practiced in the area of employee benefits and the tax, labor and employment aspects of employee benefits, including executive compensation, for more than 20 years. She also has significant experience in state and federal tax and corporate laws that govern tax-exempt organizations. Theresa has established executive compensation programs for a Japanese-based telecommunications company... Read More
Paul S. Fusco
Paul S. Fusco is a Principal at Steiker, Greenapple & Fusco, P.C. His practice focuses on advising corporations, shareholders, directors and ESOP trustees on a wide variety of ESOP-related issues, including both transactional and non-transactional. Paul’s transactional experience includes representing corporations, shareholders, trustees and lenders in ESOP transactions, including stock purchases, leveraged buyouts, mergers, acquisitions... Read More
Avery Chenin
Avery joined Steiker, Greenapple & Fusco, P.C. in 2015 to open the firm’s Cleveland office. He has more than 25 years of practice in the ESOP and employee benefits area. He counsels closely held businesses on how to incorporate employee ownership into their business succession plans, representing selling shareholders, ESOP sponsors and ESOP fiduciaries in transactions involving employer securities. Avery... Read More
Bart R. McIlonie
Bart R. McIlonie has provided ownership transition, mergers and acquisitions and ESOP advisory services for privately held clients for more than 10 years.  He has represented ESOP plan sponsors and plan administrators, ESOP trustees in transactions establishing ESOPs as well as shareholders selling to an ESOP.  He advises clients on a wide variety of tax,... Read More
Susan Halevi
Susan Halevi returned to Steiker, Greenapple & Fusco, P.C. in 2018, representing companies and trustees in ESOP acquisitions as well as advising cooperative businesses. Susan practiced with the firm (then Steiker, Fischer, Edwards & Greenapple, P.C.) from 2002 – 2008. She then moved to Hawai’i, where she argued First Amendment cases in federal court and... Read More

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