Salt Lake City :: September 17–18, 2019 (preconference on September 16)

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Second-Stage ESOP Transactions
(Concurrent Sessions 8)

Wednesday, September 18 :: 10:30–11:15
Issues in buying more stock for the ESOP after an initial transaction, including funding choices, floor price protection for participants, impacts on valuation, and more.


Ted Margarit

presenter photo


Ted is a member of Chartwell's corporate finance practice, where he focuses on providing holistic ownership transition strategies, including the execution of ESOP transactions and/or traditional sell-side processes to strategic and private equity buyers. Prior to Chartwell, Ted was an investment banker at Harris Williams & Company and Lazard Middle Market, where he advised both family and private equity held companies on their sale.
Fall ESOP Forum