Sherlock is a member of The National Center of Employee Ownership (NCEO), and the ESOP Association.ĭaniel M. Sherlock has been active with ESOP transactions since she relocated to the US in the early ’90′s. A graduate from the Dublin Institute of Technology (Ireland) with a degree in Law, Ms. Sherlock is responsible for project management, coordination of all ESOP formations from initial analysis to ‘cash out’, consulting and completing repurchase liability studies. Farmer is a member of the ESOP Association and the National Center for Employee Ownership.Īs Executive Director of BTA, Inc., Ms. Farmer has also been actively involved in the financial industry since the mid ’70′s. ![]() During the last three years he has worked with companies over $1,000,000,000 in value, with 157 stockholders and over 3,000 employees.Ī graduate from American River College and Brigham Young University with degrees in Business and Business Administration, and graduate studies at Pepperdine University, Mr. Farmer has been active in the ESOP community since 1999, and has worked on well over 100 transactions. He has also served on the Board of Directors of several companies. He later took the company public and became the CEO of the public holding company and Board Chairmen. He then founded a company that grew to 7 offices in five states, with 200 employees, and $20 Million in sales. ![]() He started one company and sold it privately, and then served as the CEO/COO of a mid stage company that he recapitalized, grew and eventually sold to a joint venture partner that made a multimillion dollar investment. He has started and managed several businesses, some from start-up, and has been an advisor to many others. He was the President of the firm’s NASD Broker Dealer and President of their Specialized Investment Company.įollowing this investment banking work, Mr. Farmer began his career working for an Investment Banking firm where he held several positions including Vice President, Sr. Farmer is a member of the ESOP Association. A graduate from American River College and Brigham Young University with degrees in Business and Business Administration, Mr. Roy’s responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation. Farmer II is also a Managing Director of BTA Inc. Thomas is a member of The National Center of Employee Ownership (NCEO), The ESOP Association and The Society of Financial Service Professionals. Thomas has been actively involved in the financial industry since the mid ’70′s. A graduate from the University of Missouri with a degree in Business Administration (with Finance major). ![]() Thomas is Managing Director of BTA, Inc., principally responsible for business development, succession planning, ESOP formation, consulting, merger/acquisition and transaction design.
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