
The Private Equity & Employee Share Ownership Symposium shares case studies of transactions involving the use of private capital and broad-based employee ownership and profit sharing presented by industry leaders. Private investors, family offices, LPs, private equity firms, mezzanine firms, and others are invited to learn about ways to achieve investor returns and broaden access to wealth by using the following techniques at their portfolio companies:
- Equity grants to the workforce
- Financing a sale to an employee stock ownership plan (ESOP)
- Broad-based profit sharing and gain sharing
- Exiting through an ESOP
- SBICs and ESOP lending
This event is hosted annually by the Institute for the Study of Employee Ownership and Profit Sharing at the Rutgers School of Management and Labor Relations.
Welcome & Introductory Remarks
KKR: Minnesota Rubber and Plastics
Mosaic and Stellus: Financing a New ESOP
Project Equity and Living Cities: The Local Butcher Shop
New State and Star Mountain: Exiting to an ESOP
Morgan Lewis, Patterson Thoma, and Morgan Stanley: Family Offices and ESOP Companies
ESOPs and Private Equity: The Path Forward
Krisos: Realizing a New Economy
Welcome & Introductory Remarks
Flow Control Group: KKR's Employee Equity Strategy
Taylor Guitars: Financing ESOPs With Institutional Capital
Zero Waste Recycling: Creating Employee Ownership
Rotochopper: ESOPs in an Evergreen Structure
Salas O’Brien: Employee Ownership Beyond the ESOP
Interview With Adam Blumenthal
The Institute would like to kindly thank KKR, J.P. Morgan, Stout, Endeavour, Teamshares, HB Global, Morgan Lewis, American Working Capital, Citibank, Tenor ESOP Partners, and Blue Wolf Capital Partners for their past support of the Symposium.