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ESOP: From Basics to Expansion and Exit Strategy

Date:October 13, 2015 
Time:2:45 p.m. - 7:30 p.m. with reception following
Location: 
Indianapolis Marriott North
3645 River Crossing Parkway 
Indianapolis, IN 46240
Format:Presentation
 
ACG Indiana and FEI will host a panel of experts, including KSM's Andy Manchir, for a discussion of the complexities of Employee Stock Ownership Plans (ESOP). The event will consist of three sessions and cover everything from ESOP basics to maturation and exit strategies.  
 
SESSION 1 - ESOP Overview and Phase 1 Transactions  
(90 MINUTES)
Introductions of Panel Members
ESOP Basics and Legal Overview
ESOP Transaction - Phase 1
Introduction to ESOPs and Private Equity
Q & A
 
SESSIONS 2 & 3 - Mature ESOPs and ESOP Exit Strategies  
(COMBINED 90 MINUTES)
Overview of ESOP Administrative/Compliance 
Process & Summary
Evolution of Corporate Governance and Management Team
Evolution of Bank Relationship and Changing Credit Issues
2nd Phase Transactions
Private Equity transactions in Existing ESOP Companies
M & A within ESOP Companies
ESOP Sales & Termination
Q & A
 
PANELISTS INCLUDE:
  • Alexander Mounts - Krieg DeVault LLP
  • Phil Gutwein - Faegre Baker Daniels
  • Regina Carls - Chase Bank 
  • Dick Shuma - BMO Harris Bank
  • Andy Manchir - Katz, Sapper & Miller
  • David Jones - Merit Capital
  • Tom Totten - Nyhart
  • Mark Thompson - Wood-Mizer  
  • Philip Sheingold - CRI Indianapolis