{"id":3545,"date":"2025-09-01T11:07:23","date_gmt":"2025-09-01T15:07:23","guid":{"rendered":"https:\/\/www.stevenslee.com\/sesesop\/?post_type=transaction&p=3545"},"modified":"2026-07-21T16:38:24","modified_gmt":"2026-07-21T20:38:24","slug":"bostonbean-coffee-company","status":"publish","type":"transaction","link":"https:\/\/www.stevenslee.com\/sesesop\/outcome\/bostonbean-coffee-company\/","title":{"rendered":"BostonbeaN Coffee Company"},"content":{"rendered":"\r\n\r\n\r\n

BostonbeaN Coffee Company<\/h3>\r\n
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New England Coffee and Office Pantry Services Provider Bolsters Employee-Centric Culture, 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><\/div>\r\n<\/header>\r\n

Overview<\/strong><\/h4>\r\n
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For over 76 years, BostonbeaN Coffee Company has relentlessly pursued excellence, evolving into Greater Boston\u2019s premier provider of coffee, pantry and breakroom solutions. The company offers delivery and restocking services for a variety of products \u2013 coffee, tea, healthy snacks and more \u2013 that add comfort and convenience to the workplace. BostonbeaN\u2019s leaders believe that their team, from warehouse employees and delivery personnel to sales professionals, have driven company successes through their commitment to quality and service. This dedication has set the company apart as the trusted partner for workplaces across the region and fostered long-lasting relationships with clients.<\/p>\r\n

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

Driven by a deep commitment to employee empowerment and long-term growth, BostonbeaN\u2019s leadership team embarked on a transformative journey. Their vision: to reward the dedication of every team member, secure liquidity for the departing shareholder and fortify the company\u2019s foundation for generations to come. A comprehensive analysis of various transition strategies revealed that a 100% ESOP would best achieve the company\u2019s business and employee-focused goals.<\/p>\r\n

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

To realize this evolution, BostonbeaN partnered with the expert team at\u00a0SES ESOP Strategies<\/a>\u00a0(and their trusted affiliate,\u00a0Griffin Financial Group<\/a>). Together, they explored a spectrum of ESOP structures and financing solutions\u2014each tailored to maximize value for employees and ensure a smooth transition. Griffin orchestrated a highly competitive capital raise, engaging top-tier senior lenders and securing optimal financing terms. This strategic approach not only fulfilled the shareholder\u2019s liquidity objectives but also preserved robust cash flow, empowering BostonBeaN to thrive as a 100% employee-owned enterprise. Griffin also managed the trustee selection and due diligence processes and collaborated with SES and\u00a0Stevens & Lee<\/a>, SES\u2019s affiliated law firm, to negotiate the terms of the deal and facilitate the company\u2019s business transition, providing a seamless transaction. Attorneys from Stevens & Lee helped to prepare the ESOP transaction and related documents. SES and S&L collaborated to navigate complex financial and legal tax structures for an optimal solution that allowed the seller the option to defer taxes on the gain from the sale under \u00a71042.<\/p>\r\n

Peter Johnson, Owner of BostonbeaN, affirms, \u201cOur employees are the heart of our success. We are proud to reward their hard work and unwavering dedication by making them true owners of the business they helped build. In expertly guiding both the financing strategy and the intricate technical details of the ESOP transactions, SES and Stevens & Lee demonstrated exceptional teamwork and an unwavering commitment to client satisfaction, setting a gold standard that truly defines our way of doing business.\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,\u00a0Sean-Tamba Matthew<\/a>\u00a0at 215.508.7705 or\u00a0Otis McCullough<\/a>, Sr. Analyst, at 215.508.5640.<\/p>\r\n<\/div>\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-3545","transaction","type-transaction","status-publish","format-standard","hentry"],"acf":[],"yoast_head":"\nBostonbeaN Coffee Company - 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\/bostonbean-coffee-company\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BostonbeaN Coffee Company - 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\/bostonbean-coffee-company\/\" \/>\n<meta property=\"og:site_name\" content=\"SES ESOP Strategies\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-21T20:38:24+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=\"3 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\\\/bostonbean-coffee-company\\\/\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/bostonbean-coffee-company\\\/\",\"name\":\"BostonbeaN Coffee Company - SES ESOP Strategies\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#website\"},\"datePublished\":\"2025-09-01T15:07:23+00:00\",\"dateModified\":\"2026-07-21T20:38:24+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\\\/bostonbean-coffee-company\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/bostonbean-coffee-company\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/transaction\\\/bostonbean-coffee-company\\\/#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\":\"BostonbeaN Coffee Company\"}]},{\"@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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