{"id":3543,"date":"2025-10-01T11:01:45","date_gmt":"2025-10-01T15:01:45","guid":{"rendered":"https:\/\/www.stevenslee.com\/sesesop\/?post_type=transaction&p=3543"},"modified":"2026-07-21T16:39:41","modified_gmt":"2026-07-21T20:39:41","slug":"wylie-son-inc","status":"publish","type":"transaction","link":"https:\/\/www.stevenslee.com\/sesesop\/outcome\/wylie-son-inc\/","title":{"rendered":"Wylie & Son, Inc."},"content":{"rendered":"\r\n\r\n\r\n

Wylie & Son, Inc.<\/h2>\r\n
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National Agriculture Equipment Manufacturer Values Dedication of Workforce, Becomes 100% Employee-Owned<\/h3>\r\n<\/div>\r\n<\/header><\/div>\r\n<\/header><\/div>\r\n<\/header><\/div>\r\n<\/header><\/div>\r\n<\/header><\/div>\r\n<\/header><\/div>\r\n<\/header>\r\n

Overview<\/strong><\/h4>\r\n
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Founded in 1964, Wylie & Son, Inc. (Wylie or the Company) is a family-owned and operated business that has grown into a national leader in agricultural equipment manufacturing and marketing. With 14 locations across Texas and Oklahoma, Wylie primarily serves farming enterprises in the Southwestern U.S. and is recognized as a top provider of weed control and other farm and industrial equipment.<\/p>\r\n

Business leaders affirm that the Company\u2019s long-term success and respected reputation stem from the dedication of its workforce, who build, deliver, and connect regional agricultural communities to high-quality agribusiness products and services. Fostering trust and gratitude between company and customer has long defined how Wylie employees do business.<\/p>\r\n

Situation<\/strong><\/h4>\r\n

The guiding principle of Wylie\u2019s founder, Loy Wylie, was to \u201chire the best people, and let them do their jobs.\u201d This commitment to quality and professional leadership has remained central to the Company\u2019s identity since its founding.<\/p>\r\n

Determined to honor and extend this legacy, Scot Wylie, who began his journey with the company at just 12 years old and has served as CEO for the past 36 years, recognized the need for a transformative succession strategy. His goal was clear: to reward the dedication of Wylie\u2019s workforce, secure the company\u2019s future and ensure a seamless transition of leadership. After a rigorous and thoughtful evaluation, Scot championed the adoption of a 100% Employee Stock Ownership Plan (ESOP) \u2014 a bold move that not only acknowledges the invaluable contributions of every team member but also positions Wylie & Son, Inc. for sustained success and growth in the years ahead.<\/p>\r\n

Solution<\/strong><\/h4>\r\n

Wylie partnered with\u00a0SES ESOP Strategies<\/a>\u00a0to structure and implement the new ESOP. SES guided Wylie through a customized ESOP structure and financing solution, orchestrating a competitive capital raise by engaging top-tier senior lenders and securing optimal financing terms.<\/p>\r\n

The SES team also navigated complex financial and legal tax structures, enabling the seller to defer taxes on the gain from the sale under \u00a71042. Additionally, SES professionals ensured the establishment of a Stock Appreciation Rights Plan to reward future company leaders.<\/p>\r\n

\u201cWe\u2019re proud to reward the dedication of our employees with company ownership, because it\u2019s their commitment to our customers that has helped make the Wylie brand a leader in agribusiness,\u201d said Jason Fisher, President and CEO. \u201cSES ESOP Strategies delivered critical guidance in our evolution to ensure that our workforce, legacy and foundational values were not only preserved but positioned for future growth.\u201d<\/p>\r\n

For more information on this transaction, please contact\u00a0Mark Russell<\/a>, Head of Finance, at 817.566.1013 or\u00a0Vince Capone<\/a>, Sr. Vice President, at 215.508.7716.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n","protected":false},"featured_media":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false,"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0},"categories":[],"tags":[],"class_list":["post-3543","transaction","type-transaction","status-publish","format-standard","hentry"],"acf":[],"yoast_head":"\nWylie & Son, Inc. - SES ESOP Strategies<\/title>\n<meta name=\"description\" content=\"Waldron engaged SES ESOP Strategies, along with its affiliated law firm,\u00a0Stevens & Lee, to structure the new ESOP plan and guide the Company through the transaction process.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stevenslee.com\/sesesop\/transaction\/wylie-son-inc\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wylie & Son, Inc. - SES ESOP Strategies\" \/>\n<meta property=\"og:description\" content=\"Waldron engaged SES ESOP Strategies, along with its affiliated law firm,\u00a0Stevens & Lee, to structure the new ESOP plan and guide the Company through the transaction process.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stevenslee.com\/sesesop\/transaction\/wylie-son-inc\/\" \/>\n<meta property=\"og:site_name\" content=\"SES ESOP Strategies\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-21T20:39:41+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/wylie-son-inc\\\/\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/wylie-son-inc\\\/\",\"name\":\"Wylie & Son, Inc. - SES ESOP Strategies\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#website\"},\"datePublished\":\"2025-10-01T15:01:45+00:00\",\"dateModified\":\"2026-07-21T20:39:41+00:00\",\"description\":\"Waldron engaged SES ESOP Strategies, along with its affiliated law firm,\u00a0Stevens & Lee, to structure the new ESOP plan and guide the Company through the transaction process.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/wylie-son-inc\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/wylie-son-inc\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/wylie-son-inc\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Transactions\",\"item\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Wylie & Son, Inc.\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#website\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/\",\"name\":\"Griffin Financial Group\",\"description\":\"TAILORED ESOP SOLUTIONS. 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