This discussion brings together both the buyer and seller to share their firsthand experiences sitting on opposite sides of an acquisition. The session will explore key elements of the acquisition process and discuss the challenges that arise when an ESOP is the acquirer. Panelists will share insights into deal structuring, negotiations, and integration strategies, highlighting obstacles and best practices for ensuring a successful outcome. Additionally, an ESOP trustee will provide insights into their role in the deal process, offering perspective on the approval and oversight of the transaction, as well as the integration challenges faced post-close. The discussion and information covered during this session are ideal for those seeking a better understanding of ESOP acquisitions. NCEO Publication: Acquisition Strategies for ESOP Companies NCEO Webinar:a href="https://www.nceo.org/events/acquisition-strategies-esop-companies"target="_blank"> Acquisition Strategies for ESOP Companies NCEO Toolkit: Being Acquired by an ESOP Company
Learning Objectives:
Describe the key challenges faced when an ESOP acquires a non-ESOP company, including deal structuring, negotiations, and post-acquisition integration, by the end of the session.
Explain the ESOP trustee's role in the acquisition process, including transaction approval and oversight responsibilities, within the context of real-world scenarios discussed during the panel.
Identify best practices and strategies for overcoming obstacles in ESOP acquisitions, focusing on achieving successful outcomes, by the conclusion of the session.
