Managing Director Prairie Capital Advisors Oakbrook Terrace, IL
With the transition to ESOP ownership, many middle market companies gain an increased focus on share value. This session will explore basics of value-based management and how that may be applied to maximizing the value of the ESOP from inception through maturity. We will explore the trade-offs between growth and margins, reinvestment needs and their impact on that trade-off, acquisition strategies, financial capacity, and capital structure management. All of this with an eye toward deleveraging the younger ESOP, sustainability, repurchase obligation, and other ESOP-specific considerations. NCEO Article: Acquisition Strategies: Two Tales of ESOP Company Acquisitions NCEO Group: ESOP Finance Working Group
Learning Objectives:
Participants will come away with a sound knowledge of value-based management, the drivers of value, and their interrelated impact on share price.
On completion, participants will come away with company-specific value-enhancing ideas that should be explored and potentially applied to their own company.
Participants will come away with an appreciation of optimal capital structure management, financial capacity, ESOP-specific financial needs, acquisition strategies and how each can be applied to maximizing the value of the company throughout its life.
