ESOP Advisor Special Report

Make Better ESOP Valuation Decisions
with Real Market Data

ESOP advisors and trustees need defensible valuations based on actual middle-market transactions, not public company comparables that don’t reflect your clients’ reality.

Our Q3 2025 Special Report delivers critical benchmarking data from real private equity deals valued between $10M and $500M, giving you:

• Valuation multiples by deal size and EBITDA range (2021-Q3 2025)
• Leverage trends across senior debt, subordinated debt, and equity contributions
• Rollover equity patterns showing buyer-seller alignment
• Industry-specific transaction insights across key sectors

Based on GF Data’s proprietary database of 330+ North American PE firms tracking 30+ data points per transaction, this report provides the most accurate reflection of middle-market valuations available—without the strategic premiums that distort public comps.

Whether you’re structuring a new ESOP transaction, conducting an annual valuation update, or defending your methodology to the DOL, this report gives you the market intelligence you need.