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Panel Proposals

Growth Strategies

Financing Considerations for New and Existing ESOPs

Tuesday, April 7, 2026
8:50 AM - 9:50 AM CDT
Location: Baird Ballroom G
CE: 1
CE Type: CPE, SHRM
Education Level: Advanced
The presentation will provide an overview of the current credit markets and perspectives for the
coming months in the senior bank, nonbank and mezzanine debt markets. Panelists will help attendees understand key underwriting considerations for both new and existing ESOPs. The presentation will share key credit insights and lender perspectives as they relate to underwriting and evaluating new and existing credit facilities, and attendees will leave with a clear sense of their next steps in securing financing.

NCEO Publication: Selling to an ESOP and Financing the Deal

Learning Objectives:

  1. Upon completion, participants will have a sense of the current credit environment in the senior and
    institutional markets as it relates to their strategic objectives at a broad levelUnderstand the current credit environment in the senior and institutional markets as it relates to your strategic objectives at a broad level.
  2. Gain a basic understanding of a senior lender’s approach to underwriting ESOP loans in the middle market with respect to new ESOP formations as well as ongoing/mature ESOP considerations.
  3. Gain a perspective on key structural considerations as they relate to various debt financing alternatives, including senior debt and alternative sources of capital.