Skip to Content
Session B

Selling a Company to the Employees - One Founder’s Story

Presented By: ButcherJoseph & Co. / Moore & Van Allen

When it’s time to sell, the options are many. Join an active session featuring founder Jim Sramek of Midwest Equipment Company and one of his trusted advisors Marie Carlie as they discuss Jim’s decision to sell his company to the employees through an Employee Stock Ownership Plan. Attendees will learn about the transaction process from deal team advisors ButcherJoseph & Co. and Moore & Van Allen, and also hear from Midwest’s president Ann Bueler how the now employee-owned business is operating in today’s world.

Moderator:

Rose Thompson
Chief Operating Officer
ButcherJoseph & Co.

Rose is the COO of ButcherJoseph & Co., a family of companies covering multiple lines of business including traditional M&A advisory, ESOP buyouts, private capital, and valuation advisory. Headquartered in St. Louis and nationally recognized as a leader in ESOP transaction advisory services, ButcherJoseph advises middle market companies all over the U.S. in a variety of industries.

Panelists:

Ann Bueler
President
Midwest Equipment Company
Read More
Marie Carlie
Tax Partner
BDO USA, LLP

Marie possesses over 30 years of tax and business advisory experience serving middle-market and public companies. She oversees all aspects of tax engagements and is responsible for the proactive delivery of tax services. Marie has provided consultation on tax-related issues for business entities in a variety of industries, including emerging technology and life sciences, manufacturing & distribution, specialty services and real estate.

Rick Hennessey
Vice President
ButcherJoseph & Co.

Rick is a Vice President at ButcherJoseph & Co., a boutique investment banking firm, where he specializes in ESOPs, mergers and acquisitions, private capital sourcing and valuation advisory services for middle market companies.

Jim Sramek
Founder & CEO
Midwest Equipment Company
Read More
Michael Zeller
Member & Head of Global Services
Moore & Van Allen

Mike is the co-head of Moore & Van Allen's Global Services Group. In that role, he provides his corporate transactional clients the accessibility, responsiveness, knowledge and understanding of in-house counsel, coupled with the deep, full-spectrum Moore & Van Allen legal resources and cost-efficiencies.

Conference Location

Dealmakers Conference
St. Louis, Missouri
Tel: (800) 988-4726