Transaction Announcement + Roloff Construction
Lutz, a Nebraska-based business solutions firm, is proud to announce its role as the exclusive financial advisor to Roloff Construction in its transition to employee ownership through an Employee Stock Ownership Plan (ESOP).
Founded on a commitment to building infrastructure for clean water, wastewater, storm water, and road systems, Roloff Construction has been a trusted partner in serving cities and communities. The move to an ESOP reflects the company’s dedication to fostering long-term stability and rewarding the employees who drive its success.
“Thank you for being an integral part of our ESOP Professional Team,” said Ron Siwa, Vice President and CFO of Roloff Construction. “With the guidance of Lutz, particularly Bill Kenedy and his dedicated team, we received timely feedback at every step. This approach allowed us to develop confidence in our decisions, knowing we had a deep layer of expertise behind us. The support we received in navigating key decisions, financial forecasts, and negotiations was invaluable in making this transition a success.”
As part of the transaction, Lutz M&A worked closely with Roloff Construction to develop a tailored approach, secure a financial structure that aligned with the company’s unique needs, and negotiate favorable loan terms to ensure the ESOP’s sustainability.
“At Lutz, we are proud to support companies like Roloff Construction in their journey to employee ownership,” said Bill Kenedy, Lutz M&A Shareholder. “This transaction underscores the value of ESOPs as a strategic option for succession planning while preserving the legacy and values of the business.”
Roloff Construction's transition to an ESOP positions the company for continued growth, while empowering employees to share in its future success.
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