Managing Director Chartwell Financial Advisory Minneapolis, Minnesota, United States
Private capital investment can play an important role for new or existing ESOP-owned companies. We will explore alternative investment strategies for ESOP/private capital parties and the considerations thereof.
Learning Objectives:
Better grasp the universe of alternative private capital investment strategies for ESOP companies
Understand the advantages and considerations of adopting these forms of hybrid ownership
Feel prepared to engage with their board of directors and professional advisor team regarding corporate strategic alternatives and optimal capitalization
