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...
Let’s Celebrate America’s Other Birthday Milestone: The 250th Anniversary of Employee Ownership
Happy birthday, America! Celebrations galore will mark our country’s 250th anniversary. Among the commemorations, companies and industries are creating timeline...
The Power of a Partial ESOP (PPE)
A strategic framework for liquidity, tax efficiency, and long‑term talent alignment Family-owned businesses play an essential role in economic growth,...
Verit Advisors® Completes 100% ESOP Transaction for The Boldt Group, Inc.
Verit Advisors®, a Chicago-based investment banking firm, was engaged by Appleton, Wisconsin-based The Boldt Group, Inc. (Boldt) to provide expertise...