Charles R. Smith

Charles R. Smith focuses his practice on transactions and matters involving Employee Stock Ownership Plans (ESOPs), including structuring, formation, the purchase and sale of ESOP-owned companies, and operational aspects of ESOPs. Charlie’s clients include private equity, plan sponsors, buyers and sellers of ESOP-owned companies, and ESOP fiduciaries. In addition, Charlie has represented independent fiduciaries and plan sponsors in connection with pension risk transfer transactions.