Breakout
ESOP Transactions Can Deliver Closing Successes on Challenging M&A Transactions

Join us for an engaging session on ESOP transactions and why they’re a valuable alternative for select Sell-Side M&A deals. Learn how ESOPs offer a competitive edge for Sell-Side Advisors and help business owners navigate ownership transitions. Explore the benefits of ESOPs for owners seeking an exit, especially in hard-to-finance industries, offering tax advantages and preserving company legacies and employee opportunities. We’ll discuss how this structure benefits selling shareholders, businesses, and employees, and when to consider it as an alternative to M&A sales. Panelists will also share how a failed private equity deal was successfully transformed into an ESOP transaction, with insights from Morgan Stanley’s Senior Wealth Management and Estate Planning Professionals.

CPE Credit: 1 - Specialized Knowledge

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