Mary Josephs will moderate a panel at the 38th annual ESOP Association’s conference. The conference theme is “ESOPs: Creating our Destiny” and will be held on May 7 & 8, 2015 in Washington, DC. The topic of the panel is “ESOP Transaction Financing Issues and Market Update.” This session will discuss and review the common financing tools utilized to finance an ESOP transaction.

Mary Josephs is a nationally recognized leader with more than 28 years of experience with ESOPs as a specialized solution-oriented succession and liquidity transaction for middle market companies. She has advised, structured, and closed more than 300 financings and advisory projects for middle market companies. Ms. Josephs has spoken at hundreds of national conferences and frequently writes articles on issues related to succession and liquidity alternatives for closely held businesses, including ESOPs, ESOP financing, ESOP M&A, and other corporate finance solutions. She is on the Advisory Board of ESCA and is a Lifetime Member of the Board of Governors of the ESOP Association. In addition, she is a board member of Big Shoulders Fund in Chicago.

About Verit Advisors

Verit Advisors unites sophisticated middle-market investment banking capabilities with a client-centric boutique, fluent in ESOPs, debt and equity capital markets, and mergers and acquisitions. Integrity, teamwork, service, and innovation are at the heart of the organization, as the Verit Team strives to provide unparalleled advice and custom solutions to its clients. Mary Josephs founded Verit Advisors in 2009 in Chicago and has nearly three decades of experience in the world of corporate finance. Josephs and her team are considered to be the foremost experts in ESOP transactions and middle market strategic alternatives.

About The ESOP Association

The ESOP Association, founded in 1978, the largest employer sponsored advocacy and education association focused on retirement savings in America, is a national non-profit membership organization, with 18 local Chapters, serving approximately 2,800 employee stock ownership plan (ESOP) companies, professionals with a commitment to ESOPs, and companies considering the implementation of an ESOP.

The Association’s focus is on preserving and promoting employee stock ownership through the ESOP structure. Enhancing laws before Congress and regulatory agencies that govern ESOPs and providing its members with expert educational ESOP programming and information are its main concentrations.