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Chartwell Webinar – Funding an ESOP Company in Today’s Capital Markets

February 27, 2024



Ashleigh Newlin and Ryan Rassin will address how the cash flow demands of an ESOP company change from plan creation until an ESOP becomes mature. Could some of the issues that an ESOP owned business confronts be addressed by a creative capital markets solution or changes to the company’s repurchase obligation strategy?

During this session we will cover:

  • An update on the debt and equity capital markets for middle market companies
  • Chartwell proprietary data on repurchase obligation as a percentage of free cash flow for young and mature ESOPs
  • Using creative capital market solutions to free up cash flow for organic or inorganic growth opportunities
  • Modifying the ESOP distribution policy to manage cash flow and limit former employee ownership

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