ESOP-to-ESOP mergers may appear to be the perfect pairing—shared employee ownership, cultural alignment and cash efficiency through the exchange of stock. Yet the path to a successful transaction is often complex, costly and laden with fiduciary nuance.
Panelists Hillary Hughes and Will Hobby will unpack the distinct roles of the corporation and the ESOP trust, discuss common pitfalls and structuring challenges, and share practical strategies for executing a smooth and defensible close. Drawing on their combined experience in valuation, fiduciary oversight, and legal structuring, the presenters will share lessons from real-world transactions into actionable guidance for companies and advisors navigating ESOP-to-ESOP deals.
The webinar will leave attendees with a framework to apply immediately to their own ESOP merger scenarios.
For a copy of this presentation, please contact us here.
Recording
The Team
Meet the Presenters
Hillary HughesCFA, ASA
Managing Director
