In the course of creating the IEI, we developed professional relationships with several financial institutions and organizations that are willingly to be a "partner" in an ESOP transaction. If your company needs a partner as it considers the ESOP alternative, you may want to consider the institutions* and organizations* listed below.
|
|
Contact |
Organization |
|
|
|
|
Jean Wojtowicz, Indianapolis |
Cambridge Capital Management Corp. |
|
jwojtowicz@cambridgecapitalmgmt.com |
http://www.cambridgecapitalmgmt.com/ |
|
|
|
|
Curt Rossman, Indianapolis |
Credit Suisse Securities, Indiana Investment Fund |
|
curt.rossman@credit-sussie.com |
http://www.credit-suisse.com/ |
|
|
|
|
Tracey Woolsey, Michigan City |
Horizon Trust & Investment Management |
|
twoolse@accesshorizon.com |
http://www.accesshorizon.com/ |
|
|
|
|
Paul Freeman, Indianapolis |
Indiana Bankers Association |
|
pfreeman@indianabankers.org |
http://www.indianabankers.org/ |
| |
|
|
Jan Carter, Indianapolis |
JP MorganChase |
|
jan.k.carter@jpmorgan.com |
http://www.chase.com/ |
|
|
|
|
Dawn Tabler, Indianapolis |
Key Bank |
|
Dawn_Tabler@keybank.com |
http://www.key.com/ |
|
|
|
|
Mike Toussant, Indianapolis |
M & I Bank |
|
michael.toussant@micorp.com |
http://www.micorp.com/ |
|
|
|
|
Rich Harcourt, Indianapolis |
National City Bank |
|
rich.harcourt@nationalcity.com |
http://www.nationalcity.com/ |
|
|
|
|
Matt Ayers, Lizton |
State Bank of Lizton |
|
ayers@statebankoflizton.com |
http://www.statebankoflizton.com/ | |
|
|
|
|
* The IEI provides this information for informational purposes only. Other vendors also serve the market. No endorsement of any organization is implicit or implied.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
