PMCF Advises CLM Enterprises, Inc. on its Sale to an Employee Stock Ownership Plan
Leading Franchisee of
has been acquired by
PMCF Investment Banking (“PMCF”) is pleased to announce it served as the exclusive investment banker to CLM Enterprises, Inc. (“CLM” or the “Company”) in its sale of 100% interest to an Employee Stock Ownership Plan (“ESOP”).
Headquartered in Grand Rapids, Michigan, CLM is a leading franchisee of Interim HealthCare Inc., a national network of independently owned franchise locations providing a comprehensive range of healthcare services. Since its founding in 2011, the Company has expanded from its roots in home healthcare to include skilled home health, medical staffing, and hospice services. Through this growth, CLM has remained focused on delivering a patient-centered continuum of care across West Michigan.
The transition to a 100% employee-owned company represents a strategic decision to support long-term growth while rewarding and empowering CLM’s management team and employees. By aligning employee interests with the Company’s future success, CLM reinforces its commitment to a culture of shared ownership and sustainable performance.
PMCF served as the exclusive investment banker to CLM Enterprises, Inc., managing the entire transaction process. Lee Beck, President of CLM Enterprises, remarked, “This ESOP transition is an opportunity to give back to the people who show up every day with dedication, compassion, and a commitment to our mission. By becoming employee‑owners, our team can directly share in the growth they help create, and it reinforces the culture of trust, respect, and shared purpose that defines our group.” He also stated, “I’m incredibly grateful to the PMCF team; their creativity and dedication were instrumental in achieving this exceptional outcome.”
Bryan Hughes, Managing Director of PMCF, added, “It has been a privilege advising CLM in its transition to an ESOP. This milestone is a true reflection of CLM’s commitment to employee ownership and positions its employees to share in the benefits as the Company continues to grow and prosper.”
The transaction closed in December 2025. Miller Johnson served as the legal advisor to the Company. Ventura Trust acted as ESOP trustee, and Wintrust served as senior lender for the transaction.
ABOUT PMCF
PMCF is a client-centric middle market investment bank providing merger and acquisition advisory services to private, public, and private equity-owned companies worldwide. We combine our expansive industry and transactional expertise with highly engaged senior-level bankers to create tailored solutions for all our clients. PMCF helps clients meet their sale, acquisition, financing, and strategic growth objectives through a broad range of services, including sale advisory, acquisition advisory, capital raising, transaction planning, and strategic advisory. We have dedicated professionals focused on key industry verticals including business & technology services, manufacturing, distribution, transportation & logistics, plastics & packaging, healthcare, and consumer & retail industries.
