Securing Your Legacy, Culture, and Liquidity
Presented By: ESOP / Levenfeld Pearlstein
Join industry experts & c-suite executives as they explore how ESOPs offer a unique path to liquidity while safeguarding your company's culture. Featuring insights from business owners who successfully used ESOPs as an alternative to traditional exits, you’ll discover how they preserved their legacy, fostered employee ownership, and achieved their financial goals.
Moderator:
Senior Managing Director
AmbroseAdvisors
Michael Harden is a senior managing director at AmbroseAdvisors where he leads Ambrose’s Investment Banking division. He has 30 years of experience in accounting, mergers & acquisitions, financings, ESOP buyouts and valuations. He is a specialist in ESOP buyouts and therefore has experience in a wide array of industries, including craft breweries, energy, technology, government contracting, manufacturing, distribution, business services and construction.
Prior to joining Ambrose, Michael was a managing director and partner of Eureka Capital Partners, a leading boutique investment bank, where he focused on mergers and acquisitions, ESOP buyouts, capital raising, as well as valuation and fairness opinions. Before Eureka, he was a managing director at BCC Capital Partners, another boutique investment banking firm. Prior to BCC, he spent seven years with Credit Suisse First Boston's Mergers & Acquisitions Group. Michael began his career in the audit group of Coopers & Lybrand and subsequently the business valuation group of Arthur Andersen.
Michael graduated Summa Cum Laude from the University of California at Santa Barbara with a B.A. in Business Economics and Accounting. He is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA). He is a Registered Securities Principal (Series 24) and a Registered Securities Representative (Series 7 and 63) through FINRA. Michael is the past chairman of the ESOP Association’s Finance Advisory Committee and he also serves as a Director on the Board of seven companies, five of which are 100% ESOP-owned companies.
Member
Lenvenfeld Pearlstein
David is a partner in the firm’s Corporate Group and a member of the firm's Executive Committee. David has extensive experience in structuring and consummating mergers and acquisition transactions and in representing banks, mezzanine lenders and private equity firms when they make investments in companies. Upon joining LP in 2009, David founded and currently serves as the head of the firm's Employee Stock Ownership Plan (ESOP) practice, which serves clients who are involved in various types of transactions involving ESOPs.
Panelists:
