Is your company on the brink of expansion through acquisitions or fine-tuning its existing acquisition strategies? Our upcoming interactive workshop, led by seasoned Investment Bankers and ESOP Executives, is dedicated to honing your skills in navigating acquisitions within the ESOP framework. This session serves as a comprehensive guide, offering insights into identifying potential targets, building a strong acquisition pipeline, and mastering the intricacies of valuation, financing, and deal structuring in the ESOP context. Participants will actively apply these concepts to real-world scenarios, aided by worksheets customized with your company's specific data. This practical approach is tailored to assist you in pinpointing the most advantageous acquisition structure for your company. But the learning doesn't stop at deal-making. We'll also explore the critical aspect of post-acquisition integration, emphasizing effectively communicating these transactions to your ESOP participants, ensuring a smooth transition and alignment with your organization's goals.
Learning Objectives:
Determine if their company is ready to make acquisitions.
Evaluate specific acquisition scenarios to determine if they are a good fit for them.
Communicate acquisition strategies and information about specific strategies to their participants.
WIll Stewart, CFA
Managing Director PCE Investment Bankers Winter Park, FL