XPX MD Members Only Affinity Group Meeting

You're invited to our inaugural XPX NY Metro Event!

REVISTING THE BENEFITS OF ESOPs FOR BUSINESS OWNERS

February 25th - 8:00-9:30 AM 

BNY Mellon, 200 Park Ave, 54th Floor, New York, NY

You are cordially invite to a timely discussion on ESOPs and the benefits to business owners. As we begin to see the signs of M&A transactions slowing, valuations re-aligning, and business owners becoming more concerned about the top of the sales cycle, we can provide value to our relationships by educating them on the types of they have to transition their business.

Aziz El-Tahch, Managing Director at SRR, Branko Krmpotic, Director of Portfolio Management for Alcentra Capital and SPECIAL guest, Joseph Amendolara, President of Electrotech Service Equipment Corporation, will be sharing:

• The Fundamentals of ESOP’s
  
• The Benefits to Business Owners
  
• The Attractiveness of the Transaction to Capital Providers

Aziz El-Tahch is a Managing Director in the Valuation & Financial Opinions Group. His concentration is in ESOP and ERISA Advisory Services. He has extensive experience in the valuation of equity interests in companies owned by Employee Stock Ownership Plans (ESOPs), and has performed analyses related to ESOP security design, determination of ESOP transaction fairness and adequate consideration, and annual ESOP-owned company valuation updates.

Branko Kimpotic is responsible for new deal due diligence, legal documentation and portfolio management.Prior to Alcentra, Branko was a senior analyst at Raven Asset Management, a credit hedge fund focused on a wide variety of credit investments.

Please respond by contacting Sharon Williams at sharon.williams@bnymellon.com or 212 922 4553

Thanks to our program sponsor: