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CE Credit Type generic cpe shrm

ESOP Acquisitions: Road-Tested Strategies

Webinars October 20, 2026 9:30 am PT

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

Webinar Details

For ESOP-owned companies, acquisitions can be a powerful tool for growth, but successfully executing an acquisition requires more than finding the right target. ESOP acquirers must navigate the strategic, financial, cultural, and fiduciary considerations that come with pursuing M&A within an employee-owned structure.

This session takes a look at the acquisition process from the perspective of an ESOP-owned buyer. We’ll explore how to determine whether your organization is truly ready to acquire, develop and evaluate acquisition opportunities, structure transactions, and anticipate the challenges that can emerge during diligence, negotiation, and integration. Attendees will gain insights into what works, what can go wrong, and how ESOP companies can approach acquisitions with greater discipline and confidence.

Learning Objectives

At the conclusion of this session, participants will be able to:

Assess acquisition readiness by identifying the financial, organizational, and strategic factors an ESOP company should consider before pursuing M&A.
Develop and evaluate acquisition opportunities using a disciplined approach to target identification, strategic fit, valuation, and diligence.
Understand key transaction considerations for ESOP acquirers, including financing, deal structure, fiduciary considerations, and seller objectives.
Recognize common execution and integration challenges and identify strategies for addressing them before they jeopardize a transaction or its long-term success.

Webinar Slides

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Webinar Replay

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Presenter

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.

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Presenter

Nicole Kiriakopoulos

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