National Executive - ESOP Finance & Advisory Bank of America Minneapolis, MN
Financing for New and Existing ESOP Companies will provide an overview of the current debt capital markets environment and financing landscape for both new and existing ESOPs. This will include perspectives from across the capital structure including bank debt, nonbank debt, and junior capital financing structures. This session will further present representative case studies spanning diverse financing structures from both bank and nonbank lenders, including companies that have implemented a new ESOP as well as existing ESOPs that have navigated ongoing capital needs. NCEO Publication: Selling to an ESOP and Financing the Deal NCEO Toolkit: ESOP Finance & Lender Directory
Learning Objectives:
Upon completion, participants will have current debt capital markets insights, perspectives and observations as they relate to the current markets, including key financing terms and structures provide by both bank and nonbank lenders.
Upon completion, participants will have gained a critical understanding of the key considerations for assessing the appropriate type of capital for either a new or an existing ESOP. This will be highlighted through case studies and examples.
Upon completion, participants will have an appreciation for the types of capital available for new and existing ESOPs, considerations for raising different types of capital and how it is critical to proactively evaluate capital needs.
