The Alliance SES Legacy Fund is a joint venture between Alliance Holdings and SES Advisors. It is aimed to foster the growth of lower middle market companies who share their firm belief that Employee Stock Ownership Plans, or ESOPs, offer significant advantages to both company and employee alike. Alliance Holdings and SES Advisors are pleased to offer a fund for this previously underserviced market niche.

Alliance Holdings was founded in 1995 as a diversified ESOP holding company and since that time they have grown into one of the top third ESOP companies as measured by the number of participants. SES Advisors has provided administrative, and financial advisory services to ESOP companies for over twenty years. Together, they have created a fund nourished by their combined roots in the ESOP community. The Alliance SES Legacy Fund makes mezzanine debt investments in established businesses that currently have or seek to implement an ESOP.

The collective experience of Alliance Holdings and SES Advisors in dealing with lower middle market ESOP companies makes the Alliance SES Legacy Fund an ideal junior capital provider for those companies looking to advance to the next stage of ESOP ownership.