ESOPs as Acquisition Vehicles

Tuesday, April 15, 2025

12:45 PM – 1:45 PM MST

Location: 151

CE: 1

CE Type: CLE, CPE, SHRM
Education Level: For All levels

Amy Schuster, n/a

Managing Director, Co-Head – ESOP Solutions
PNC Bank
Chicago, IL
Matt Schubring, ASA

Managing Director
Chartwell Financial Advisory
Minneapolis, MN
Charlie Daugherty

Sr VP Finance/CFO
Precision, Inc.
Scot Storjohann (he/him/his)

Senior VP
GreatBanc Trust Company
Elkhart, IA

This session will give companies considering an acquisition insights on how Precision Pulley & Idler (PPI) went about and reviewed potential buy-side targets and /or actual acquisition and to get a perspective on lessons learned on that journey. As moderator, I will weave into the conversation how the bank, trustee, valuation firm and the company look at acquisitions and share key questions to think through.
NCEO Publication: Acquisition Strategies for ESOP Companies

Learning Objectives:

Companies considering an acquisition will hear firsthand experience of acquisitions that have been successful and others that have failed, and lessons learned.
Participants will understand from a team of professionals the due diligence items needed to complete a like-size acquisition and how a CFO leads throughout that process to drive a successful acquisition.
Participants will learn that all professionals and parties are pretty closely aligned in acquisition deliverables. They will also learn post-acquisition follow-ups and benchmarks.