Join us in Albuquerque this October for our Fall ESOP Forum

Are you an NCEO member? Learn more or sign up now.

Home » Webinars »

WEBINAR REPLAY

Using ESOPs to Structure an Acquisition

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Andrea Johnson at 510-208-1309 or ajohnson@nceo.org for additional information.

This replay was recorded on March 22, 2016.

About This Meeting

An ESOP can be a tool to make acquisitions easier, but it also adds some layers of complexity, and this Webinar explores the legal and fiduciary issues that must be part of any effective acquisition strategy. This Webinar will also discuss the impact of the acquisition, plan its implementation, consider the impact on HR, benefits, and morale, and develop an approach to communications to respects both the need for confidentiality and employee buy-in. Presenters will also discuss the various legal structures available for ESOP companies to use in acquisitions, including the situations in which those structures best fit. ESOP fiduciaries will also learn more about their role in the acquisition process, including situations in which those fiduciaries may have more than one "hat" at the company.

You will learn:

Presenters

John L. Miscione

presenter photologo

Duff & Phelps LLC

As managing director of Duff & Phelps, John is nationally recognized as an expert on ownership transition and private company finance. He has served as consultant to financial institutions on client development and risk management. John is an expert in using the subchapter S ESOP structure to complete acquisitions, has significant experience in issuing fairness opinions for public corporations and ESOP trustees, and has advised on issues of solvency and equity allocations in leveraged transactions and mergers and acquisitions.

William A. Stewart

presenter photologo

PCE Investment Bankers

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.