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Financial transactions are complex, but the choice of an advisor is not.

At Innovative Shareholder Strategies, we believe in challenging the status quo and thinking outside the box to address the goals of shareholders and management team members of privately-held companies across the United States.


ISS is an investment banking advisory firm specializing in merger and acquisition consulting, Employee Stock Ownership Plan (“ESOP”) implementation, and debt and equity placement.


Our professionals have the modeling capability and structuring expertise to analyze an organization’s financial performance and devise the optimal strategy for a company and its shareholders.


At Innovative Shareholder Strategies, we do not believe in one-size-fits-all solutions. Our team builds customized analyses to understand each company’s fundamentals and create a tailored strategy.


Our structures take into consideration a large number of factors such as personal and corporate objectives, tax and financial implications, and corporate structure.

We have the expertise in structuring, negotiating, and executing M&A and ESOP transactions and debt and equity placements nationwide.

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