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Individual Proposal

Growth Strategies

ESOP Company Acquisition Strategy and the Role of the Board

Wednesday, April 16, 2025
10:00 AM – 11:00 AM MST
Location: 254
CE: 1
CE Type: CLE, CPE, SHRM
Education Level: Advanced
Coordination between a company’s board, its leadership team and the ESOP trustee is essential for ESOP companies to have a successful M&A strategy. An ESOP company CEO/Board Member and an investment banker discuss the Boards role in M&A. Specifically, the discussion will delineate the roles of the board, special board committees, the internal and external M&A teams and the ESOP Trustee.
NCEO Article: Acquisition Strategies: Two Tales of ESOP Company Acquisitions

NCEO Tookit: Toolkit: Board Excellence and Candidate Directory

Learning Objectives:

  1. Understand how to construct your board so board members can effectively participate in M&A.
  2. Understand the role of the board members in M&A relative to the company’s leadership team and the ESOP Trustee.
  3. How to develop and execute a successful M&A strategy.