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Creative ESOP M&A: Innovative Structures for Growth and Ownership

Webinars

Continuing Education Credit Offered For Live Session Only: CPE, Generic

Webinar Details

 The past few years have been a whirlwind for M&A activity, and ESOP companies aren’t slowing down. In 2025, some deals used company stock as currency, while others explored sophisticated structures allowing ESOP-owned companies to acquire other ESOP-owned companies without disrupting employee ownership. This session explores these innovative transaction structures and how ESOP rules intersect with corporate and state law to define roles and responsibilities.  

Learning Objectives:

  1.  Understand Innovative ESOP M&A Structures: Learn how ESOP-owned companies  are using stock-based transactions to drive growth while preserving employee ownership.

  2. Navigate Legal and Regulatory Intersections: Explore how ESOP rules align with corporate and state law requirements in complex acquisition scenarios.

  3. Identify Practical Considerations for Deal Execution: Gain insights into roles, responsibilities, and best practices for structuring ESOP-to-ESOP acquisitions. 

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Presenters

Erin Turley headshot Presenter company logo

Erin Turley

Erin is a partner in the ESOP and employee benefits practice group of McDermott Will & Schulte LLP. Erin Turley focuses her practice on employee benefits matters. She has extensive experience handling issues pertaining to the Employee Retirement Income Security Act of 1974 (ERISA) and employee stock ownership plans (ESOPs). Erin’s tenure as chief executive officer of a privately held company owned by an ESOP provides her unique insights into the legal and practical implications and requirements of ESOP-owned companies.

Allison T. Wilkerson headshot Presenter company logo

Allison T. Wilkerson

Allison focuses her practice on employee benefits matters with extensive experience handling issues pertaining to ERISA and ESOPs. Her ESOP practice focuses on the design and implementation of ESOP transactions and provides ongoing legal counsel to ESOP-owned companies. She has been involved in hundreds of transactions, seeing all sides of the "ESOP lifecycle". Allison has advised employers on the implementation of nonqualified plans and executive compensation arrangements that complement the ESOP structure and represents independent fiduciaries in their role as purchaser in an ESOP transaction as to their legal duties with respect to their representation of ESOP participants and beneficiaries.

Thank you to our Sponsors

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