Bruce Armstrong
Managing Director at Menke & Associates
- Role
- Managing Director- Employee Stock Ownership Plans (Esops) at Menke
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Managing Director- Employee Stock Ownership Plans (Esops)
Aug 1985 — Present
31-year partner with the nation\'s premier ESOP advisory firm. Extensive experience in ESOP structuring and financing; and corporate finance consulting for middle market companies. Have completed 300 ESOP financial-and-legal design and installations since 1985. Provide ongoing consulting regarding all aspects of the ESOP idea with emphasis on long-term client relationships.Successful ESOP transactions can financially benefit: 1) shareholders and employees of ESOP companies; and 2) advisers to private-company shareholders and companies, including CPAs and accountants, middle-market commercial bankers and investment bankers; wealth managers; and financial and estate plannersEach year I conduct 20 comprehensive, six-hour in-person ESOP seminars throughout the U.S. Attendees receive a book with all 200 PowerPoint slides. The seminar is for successful, private companies that are considering an ESOP, and existing ESOP companies interested in a thorough,systematic ESOP discussion. The seminar qualifies for 6 hours of Continuing Professional Education credits for CPAs and accountants. Seminar attendance: on a guest basis for company owners and senior managers; CPAs and accountants; commercial bankers; investment bankers; wealth managers; and financial and estate planners. To register, please email me at b••••••••@menke.com, or phone 41••••••02.I will conduct nine, six-hour ESOP seminars in October and November, 2016. Locations and dates are: 1) Birmingham October 18 2) Nashville October 19 3) Kansas City, MO: October 20 4) Omaha October 25 5) Tulsa October 26 6) Denver October 27 7) Austin: November 2 8) Dallas November 3 9) Houston: November 4
Education
UCLA Anderson School of Management
MBA in Accounting and Finance from UCLA Anderson Graduate School of Management
1977 — 1979
Stanford University
Bachelor's degree in
1971 — 1975
Skills
- Finance
- Mergers & Acquisitions
- Corporate Finance
- Business Valuation
- Management
- Executive Management
- Due Diligence
- Strategy
- Financial Analysis
- Valuation
- Investments
- Investment Banking
- Portfolio Management
- Loans
- Financial Advisory
- Esop
- Credit
- Banking
- Business Development
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