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ESOP Acquisitions: Why, When & How

Webinars

Continuing Education Credit Offered: Generic, CPE

ESOP-owned companies are often strong acquirers. Why? Their financial stability, ownership structure, and appeal to sellers make them uniquely positioned.

In this session, we’ll cover:

  • Why ESOPs pursue acquisitions
  • When it makes sense to buy
  • How to get it done—building a pipeline, preparing your company, and structuring deals

Learning objectives

  1. Identify and evaluate acquisition targets
  2. Assess whether your company is financially and operationally ready
  3. Understand deal structures—and how to choose the right one

Coming Soon

Presenters

William A. Stewart headshot Presenter company logo

William A. Stewart

A PCE partner and head of the firm's ESOP practice, Will is considered an expert in the ESOP community. Having a deep understanding of the benefits business owners and employees realize through an ESOP, Will welcomes the opportunity to advise owners on their transaction options. He offers clients a personalized approach in identifying, implementing, and executing an ESOP suitably structured for the future well-being and sustainability of their businesses.
Nicole Kiriakopoulos headshot Presenter company logo

Nicole Kiriakopoulos

As Director of PCE’s investment banking group, Nicole Kiriakopoulos leverages her strong business and technical background to effectively support middle-market clients through buy-side and sell-side engagements.

With nearly 20 years of experience, Nicole has participated in more than 100 M&A and financing transactions totaling more than $1 billion in transaction value across various sectors, with an emphasis on facility services. She has extensive experience in the residential and commercial HVAC, waste and sustainability, medical waste, patient communications, software, clean room, and secure document destruction industries.

Before joining PCE, Nicole worked at a boutique investment bank where she led the sale of multiple facility service companies. Previously she gained extensive buy-side M&A experience during her tenures at Reedy Industries, LLC and Stericycle, Inc.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership