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Innovative Capital Raising Strategies for M&A Growth in ESOP Companies

Webinars

Join us for a focused session on how ESOP companies can explore unique and strategic methods of raising capital to fuel mergers and acquisitions (M&A) growth. This webinar will uncover creative approaches to financing, helping your company thrive in an evolving market.

Learning Objectives

  1. Identify non-traditional capital sources tailored for ESOP companies.
  2. Understand the risks and benefits of alternative financing options for M&A.
  3. Learn how to structure financing strategies to align with long-term ESOP growth goals.

Presenters

William A. Stewart headshot

William A. Stewart

A PCE partner and head of the firm's ESOP practice, Will is considered an expert in the ESOP community. Having a deep understanding of the benefits business owners and employees realize through an ESOP, Will welcomes the opportunity to advise owners on their transaction options. He offers clients a personalized approach in identifying, implementing, and executing an ESOP suitably structured for the future well-being and sustainability of their businesses.
  headshot

Ken is a Managing Director in PCE’s ESOP Advisory Group. He is a seasoned financial executive based in Denver, Colorado, with over 27 years of experience in finance, operations management, and accounting. As a Certified Public Accountant (CPA), he has demonstrated his ability to lead organizations and teams through ownership transitions.

As the Chief Financial Officer for an established manufacturing and distribution company, he was instrumental in driving the company's growth and financial success. Ken solved a company succession issue by installing an ESOP in 2010 and then managed the day-to-day decision-making for the ESOP until negotiating the sale of the ESOP to a private equity firm in 2021.

Ken has successfully implemented strategies to increase productivity, efficiency, and profitability across multiple industries. He combines hands-on experience and analytical skills to develop innovative solutions that yield bottom-line results.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership