Welcome to your March Issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
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Inside this issue:
The ESOP Association
ESOP Association Resources
Mar. 24
Executive Summary
Mar. 17
It has been decades since we have seen the borrowing climate for deals change so sharply as it has recently outside of a recession. Financing for M&A and private equity transactions deteriorated dramatically through 2022, with third-quarter M&A financing down 70% from the previous quarter and buyout financing during the period less than half that completed in the first quarter.
Mar. 10
Now ends the 2022 ESOP plan year and so begins a new year. With this annual cycle comes a myriad of contrasting economic, market, and other considerations that will influence new and existing ESOP valuations.
Mar. 06
After several weeks of negotiations and sometimes very public political maneuvering, both the U.S. House of Representatives and the U.S. Senate have chosen their respective leaders and committee structures for the 118th Congress. Now that the dust has cleared and the business of Congress has begun, it is critical from an advocacy perspective to understand how ESOPs and the employee ownership community will be affected.
Mar. 03
Recently, more than 60 volunteer leaders from TEA’s State and Regional Chapter Council (SRCC) journeyed to our nation’s capital for two days of strategic planning meetings at TEA headquarters in preparation for a busy 2023.
Nov. 28
This month's issue of the ESOP Report includes a recap of the 2022 Employee Owned Conference with a special feature on the 2022 AACE Award Winners.
Nov. 16
The AACE Awards honor and celebrate the year’s greatest achievements in ESOP and employee ownership communications. Communicating and engaging with our employee owners is essential to a company's success. The AACE program has highlighted the most innovative, and best, practices nationwide.
The ESOP Association recognizes the ESOPs leading the way in communicating with employee owners, our communities, our elected officials, and other major stakeholders. This year’s winners displayed amazing creativity.
The ESOP Association recognizes the ESOPs leading the way in communicating with employee owners, our communities, our elected officials, and other major stakeholders. This year’s winners displayed amazing creativity.