The ESOP Association
ESOP Association Resources
Apr. 25
Pictured: The BAYCOM team, along with the co-CEOs of OwnersEdge, celebrate the Fastest Growing Company award on February 28. Katie Busch, president of BAYCOM, is pictured front middle. Christine Adee, CEO of OwnersEdge, is to the right of Busch in the front row and Rob Dillon, CEO of OwnersEdge, is in the back row to the right of Busch. In 2016, BAYCOM was acquired by OwnersEdge, a 100% employee-owned ESOP holding company based in Waukesha, Wis.
Apr. 23
Aaron Moberger, an employee owner and Project Manager at Avid Products, was recently named as the inaugural Vice Chair of the Massachusetts Center for Employee Ownership’s advisory board. Aaron is the immediate past President of The ESOP Association’s New England Chapter, and for years has been a key volunteer leader in TEA’s chapter network. We asked Aaron to share his thoughts about his new leadership role with MassCEO, and how the organization can help grow employee ownership in the state.
Apr. 18
The most common comments I hear from ESOP Advocacy Day attendees before participating are some version of “I’m not sure what to do/say” or “It’s a little intimidating.”
The most common refrains I hear after Advocacy Day: “This was easy and really fun” and “I can’t wait to do it again next year!” I encourage you to join ESOP Advocacy Day whether it’s your first time or you’ve been doing it for years.
The most common refrains I hear after Advocacy Day: “This was easy and really fun” and “I can’t wait to do it again next year!” I encourage you to join ESOP Advocacy Day whether it’s your first time or you’ve been doing it for years.
Apr. 16
Just Announced: Dave Barry to Headline Awards Gala!
Get ready for an unforgettable evening at National Conference as we celebrate the very best of employee ownership!
The ESOP Association's annual awards ceremony has always been a popular event, as we honor the best individual and ESOP company accomplishments. This year, we are taking it to a whole new level with the Celebration of Excellence in Employee Ownership awards gala.
Get ready for an unforgettable evening at National Conference as we celebrate the very best of employee ownership!
The ESOP Association's annual awards ceremony has always been a popular event, as we honor the best individual and ESOP company accomplishments. This year, we are taking it to a whole new level with the Celebration of Excellence in Employee Ownership awards gala.
Apr. 09
Over the last five years, The ESOP Association has undergone significant changes as the executive team, Board of Directors, and TEA staff have strived to modernize, expand, and transform the Association’s capabilities and offerings in order to better serve our membership and the cause of ESOPs and employee ownership.
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.