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Growth Strategies

Private Equity & ESOPs: Recent Updates on the Expansion Efforts and Case Studies

Tuesday, April 15, 2025
9:00 AM – 10:00 AM MST
Location: 251 DEF
CE: 1
CE Type: CPE
Join us for an insightful presentation that delves into the dynamic intersection of private equity and
ESOPs. In this session, we will explore the latest trends reshaping the landscape of private equity
investments and how they align with the principles of employee ownership using real-world case
studies.
Whether you are a business owner considering an ESOP, an employee owner, or simply interested in the
future of employee ownership, this session will provide you with the knowledge and tools to navigate
this evolving landscape. Join us to unlock the potential of combining private equity with employee
ownership for sustainable growth and success.

Learning Objectives:

  1. Understand the evolving strategies in private equity, including the growing interest in employee ownership as a means to enhance company culture, retention, and performance.
  2. Successful Case Studies: Hear real-world examples of companies that have successfully implemented ESOPs through private equity partnerships, highlighting best practices and key takeaways.
  3. Benefits and Challenges: Analyze the advantages and potential hurdles of integrating ESOPs within private equity structures, focusing on financial, operational, and cultural impacts.
  4. Future Outlook: Explore what the future holds for private equity and ESOPs, including emerging trends and innovative approaches that can drive success.