Economic & Interest Rate Markets Update and It’s Impact on ESOP Financing

Rates have gone up a lot, they’ve come back down a little, all while going through a change in administration. During this session, we’ll start by running through these changes in the macro economy and what’s expected the remainder of 2025 and beyond. Then we’ll dig into how this impacts the ESOP financing market and if these recent movements change the economics on an ESOP Transaction.
NCEO Article: How Changes in the Market and Interest Rates Affected Company Valuations/a>

NCEO Toolkit: Toolkit: ESOP Finance and Lender Directory/a>

Learning Objectives:

1. Understand current macro-economic trends.
2. Explain interest rate fluctuation impacts on ESOP Transactions
3. Recognize general banking market terms