ESOPs in M&A Transactions
Presented By: Moore & Van Allen PLLC
Employee Stock Ownership Plans, or ESOPs, can be an effective way to develop an exit strategy for entrepreneurs and owners who want to preserve a company’s legacy or may not want to exit to a strategic or third-party buyer. Join a panel of ESOP-owned company leaders, PE firm leaders, and M&A advisors as they share case studies, best practices, and insight on how to ply ESOPS in both buy-side and sell-side transactions.
Following a 40-minute panel discussion you will have the opportunity to meet the speakers and ask questions during a 20-minute video Q&A session.
Moderator:
Member
Moore & Van Allen PLLC
Danny has more than 35 years of experience with a wide range of employee benefit and executive employment matters, including public company clients in connection with their executive compensation programs and dealing with golden parachute severance issues that arise in merger, acquisition, divestiture, and corporate finance transactions. He is regularly involved with complex transactions involving ESOPs, including ESOP implementation and finance transactions, ESOP administration issues, and transactions involving the sale of ESOP-owned companies.
Panelists:
Vice President
Chartwell Financial Advisory
Dillon Lewchuk is a Vice President at Chartwell Financial Advisory, working closely with entrepreneurs to develop creative capital solutions. Prior to Chartwell Financial Advisory, Dillon worked at a variety of global Middle Market investment banks, as well as working at lower middle market private equity and mezzanine lending firms.
Vice President
Warren Equity Partners
Michael Ouyang is responsible for evaluating and executing investment transactions and managing portfolio companies at Warren Equity Partners, a private equity firm based in Jacksonville, Florida with an additional office in New York that invests in middle market companies operating primarily in North America.
CFO
Central States Mfg.
Chad Ware joined Central States Manufacturing in June 2018 as Chief Financial Officer. He began his career in public accounting at HoganTaylor in its audit practice, focusing on manufacturing, retail and not-for-profit industries. Mr. Ware then moved to Tyson Foods, Inc. holding various roles in internal audit and corporate accounting, including Director of Financial Reporting. Mr. Ware has a Bachelor’s degree in Accounting from Harding University and is a certified public accountant (inactive) in Arkansas.