Helping you make the most of the rewards of your success

The rewards of providing uncommon vision and leadership can be significant, but with them often come unique challenges and risks, such as highly concentrated stock positions.

Our team can help you with many different executive transactions, including employee stock ownership plans, cashless stock option exercises, rule 144 executions, 10b5-1 sales plans and hedging, and monetization for concentrated equity positions. In addition, we can assist with corporate solutions such as share repurchase programs, corporate cash management, executive benefit platforms and retirement programs.


The Iron Horse in History

The star of countless westerns, the 4-4-0 (four smaller leading wheels on two axles followed by four larger coupled driving wheels) or “American” type locomotive was widely used in North America during the 1800s, and some 25,000 were produced. The wheel arrangement was compatible with the grades and curves of the railroad at that time but the design placed the firebox between the driving wheels, limiting fire and steaming capacity. By 1900 larger locomotives were needed to meet the growing demand of passengers and freight.


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