Capital Markets Considerations for ESOP-Owned Companies

Tuesday, April 25, 2023

2:15 PM – 3:15 PM CST

Location: Virtual

CE Hours 1

CE Type: CPE

Speaker(s)

Dan Kaczmarek, n/a (he/him/his)
Managing Director
Chartwell Financial Advisory
Chicago, Illinois, United States

PDF Slides
Joseph Gilbert
Senior Financial Advisor/Associate Vice President-Investments
Wells Fargo Advisors
Washington, District of Columbia, United States
Frank Donati, CPA (he/him/his)
Business Valuation Partner
Eide Bailly LLP
Denver, CO, United States

The session is intended to inform audience members about the current trends and themes in the capital markets. The year 2022 was marked by a steadily-rising interest rate environment, which directly impacted capital providers’ risk tolerance in deploying capital. In addition, different types of capital providers entered (and are continuing to enter) the market to better achieve ESOP-owned companies’ goals and objectives. The capital markets continue to evolve–what will the environment be like in 2023?

Learning Objectives:

Identify types and characteristics of capital available to ESOP-owned companies
Understand key trends and themes that are currently impacting the capital markets
Learn best practices for companies when seeking capital