Journey to an ESOP & Beyond

EP32 - Anatomy of an ESOP Transaction - recorded negotiation case study with Miguel Paredes (trustee) and Peter Aliferis (advisor)

Phil Hayes/Miguel Paredes/Peter Aliferis Season 1 Episode 32

This episode is a recording of a negotiation of an ESOP transaction to illustrate the offer and counter offer aspects of an ESOP transaction with insight into key areas like valuation and synthetic equity to better understand the process of negotiation from both the sell-side and buy-side  perspectives.


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