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Anatomy of a LIVE ESOP Transaction
(Concurrent Sessions 1)
E2 Wednesday, April 18 :: 9:00–10:15
Attendees will gain an understanding of the process that goes into negotiating an ESOP transaction.
Pendo Advisors, LLC
Peter is a finance professional with experience in fairness and solvency opinions, ESOP advisory services, valuations for estate planning and financial reporting purposes, leveraged buyouts, management buyout transactions, and private placements. Peter holds an MBA with concentrations in finance, economics, and accounting from DePaul University's Kellstadt Graduate School of Business. Peter also holds a BSc in finance from DePaul University.
Capital Trustees, LLC
Rich is a founder and managing director of Capital Trustees, LLC. Capital Trustees is an independent fiduciary firm serving ESOPs in transactions and ongoing annual engagements. Since 2008, Rich has worked on transactions ranging in size from $2 million to over $350 million. Prior to forming Capital Trustees, Rich was in the financial services industry for over 25 years. Rich is a member of NCEO, PA CEO and TEA.
Edward C. Renenger
Stevens & Lee Employee Benefits Group
Ed is co-chair of Stevens & Lee's Employee Benefits and Executive Compensation Group. He assists companies in navigating the complexities of ESOPs, including advising business owners on how to sell their companies to employees through an ESOP. This process involves determining the feasibility of creating an ESOP and whether it accomplishes the stakeholder's goals, structuring the design, implementing the transaction, then assisting with the ongoing administration and compliance