Mary Josephs to Attend Conscious Capitalism’s 18th CEO Summit
Mary Josephs, Founder and CEO of Verit Advisors®, will attend Conscious Capitalism, Inc.’s 18th CEO Summit, taking place September 8–10,...
This Labor Day, Do More Than Toast To American Workers
This Labor Day weekend, most of us will fire up a grill and toast to American workers. Here’s a way...
FIVE OPPORTUNITIES WITH ESOP M&A
In my previous post, I flagged how employee stock ownership plans, or ESOPs, have become significant players in the middle-market...
Mary Josephs to Moderate a Panel at The 2026 NCEO Forum
Mary Josephs, Founder & CEO, Verit Advisors® will lead a session at the 2026 NCEO Forum, taking place August 26–28, 2026,...
As M&A Activity Swells, ESOPs Emerge as a Potent New Player
With global merger & acquisition activity at record levels as first-half 2026 value surged to $2.8 trillion, middle market M&A...