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GBQ

Entrepreneurial Spirit. Independent expertise.

The ESOP Association – Annual Spring Conference

When
March 19, 2014 8:00 am

Session Description:
ESOP companies are increasingly active in exploring growth opportunities through acquisitions.  In this panel discussion, executives from three highly successful ESOP companies will share their experiences in making and considering acquisitions.  Topics to be discussed include:

  • The transaction process
  • How the ESOP impacted their decision-making
  • How the business, financial, cultural, and tax advantages of ESOPs can be a competitive advantage for ESOP companies in acquisitions
  • Financial, valuation, and fairness considerations
  • Impact on existing ESOP employees and management
  • Maintaining a healthy ownership culture when integrating a new group of employees
  • Lessons learned and key takeaways

Panelists:

  • Brian Bornino (Moderator)
  • Dave Tumbus, CFO of Hy-Tek Material Handling
  • Robyn Pollina, CFO of Palmer-Donavin Manufacturing Co.
  • Gerry Kesselring, President and CEO of Contract Sweepers & Equipment

Event Location:
Bridgewater Banquet & Conference Center
10561 Sawmill Parkway
Powell, OH 43065

Bornino
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