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Financing an ESOP: Seller Notes, Bank Financing, and More
(Concurrent Sessions 6)
Tuesday, September 17 :: 3:40–4:25
PCE Investment Bankers
Eric is a principal of PCE's ESOP Advisory Group in Chicago. With nearly 20 years experience advising middle-market clients with liquidity/growth solutions, often involving ESOPs, Eric understands the challenges that owners face in growing and funding their companies. Eric has the analytical and organizational skills to guide owners through the most complex ESOP structures. Eric has established a proven track record of providing owners with strategic advice for implementing and financing ESOPs to meet their objectives. Eric holds FINRA Series 24 and 79 Securities Licenses.