ACG Philadelphia: March Breakfast Briefing 2017: The Role of the ESOP in Middle Market M&A

Event Details

When:

March 16, 2017 7:15 AM - 9 AM CDT

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Overview

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March 2017 Breakfast Briefing: The Role of the ESOP in Middle Market M&A

Dealmakers will gain valuable and practical insights into the use of Employee Stock Ownership Plans (ESOPs) in the M&A marketplace from the vantage point of the investor, lender, management and advisors. Discussion topics will include:

Optimal ESOP structures
Use of private equity and mezzanine financing in ESOP deals
ESOP financing from the perspective of a commercial lender
Competitive advantages for ESOP-owned companies, both from an organic growth and strategic acquisition perspective
Factors that make companies good ESOP candidates
Types of sellers likely to be interested in an ESOP exit strategy

Panelists:

Lou
Monaco
Unicast
Company

Joe
Strycharz
Mosaic
Capital Partners Bob
Whalen
H.B.
McClure Eric
Zaiman
JP Morgan
Chase Edward
Renenger
Stevens & Lee
(moderator)

Lou Monaco
Chairman
Unicast Company (wholly owned ESOP)
Joe Strycharz
Managing Partner
Mosaic Capital Partners
Bob Whalen
President and CEO
H.B. McClure Company (wholly owned ESOP)
Eric Zaiman
Executive Director
JP Morgan Chase
Edward C. Renenger
Shareholder
Stevens & Lee (Moderator)

Sponsor:

Time:
7:15 - 8:00 AM Continental Breakfast & Networking
8:00 - 9:00 AM Panel Discussion
9:00 - 10:00 AM Room Reserved for Guest Networking

Location:
Philadelphia Country Club
1601 Spring Mill Road, Gladwyne PA

Pricing:
45.00 ACG Members
125.00 Non-Members

In the event your plans change, replacements are welcome before hand or at registration. Full refunds are available for cancellations made more than 48 hours in advance. A 5 processing fee will be applied to all refunds. Email replacement or cancellation requests to mdagit@acg.org.

Hosted by: ACG

Chapter

Philadelphia