Tampa, FL :: October 3–4, 2017 (preconference on October 2)

Back to program

Buying Out the Owner in Stages
(Concurrent Sessions 3)

Tuesday, October 3 :: 11:25–12:10
Some ESOPs are done in a 100% single transaction, but more often they are done in stages, as this panel will discuss.


Ted Margarit

presenter photo


Ted is a Principal at Chartwell's corporate finance practice, where he provides holistic ownership transition strategies, including the execution of ESOP and traditional sell-side M&A processes. Previously, Ted was an investment banker at Harris Williams & Company and Lazard Middle Market, where he advised both family and private equity-held companies on their sale. Preceding his investment banking career, Ted practiced law in the areas of M&A and tax, with a particular emphasis on ESOPs.
Fall ESOP Forum