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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
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.