Capital Structure Alternatives for Mature ESOPs

Wednesday, May 1, 2024

10:00 AM - 11:00 AM ET

Location: 101 - 102

Earn 1 CE Hour

CE Type: CPE

NCEO Toolkit: Finance Toolkit
NCEO Info Page: Finance Working Group

Growing businesses have many opportunities to deploy capital for project financing, such as for acquisitions or strategic expansion. However, mature ESOP companies have additional capital considerations. These include managing sustainability, impact on valuation, and repurchase obligations. In this workshop, we will discuss financing strategies and various scenarios mature ESOP companies may find themselves in, as well as the processes required to implement strategic plans.

Learning Objectives:

Identify the steps that go into financing expansion plans.
List the parties involved in raising capital for growth
Understand the impacts to ESOP sustainability

Ann M. Caresani, Attorney
Partner
BakerHostetler
Cleveland, OH
Tom DeSimone, CPA
Director
Prairie Capital Advisors, Inc.
Oakbrook Terrace, IL
Matthew Hricko
Managing Director
Stout
Cleveland, OH