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Floor Price Protection in Second-Stage, Leveraged ESOP Transactions

Presenter: Bob Massengill, President - SES Advisors, Inc.

Description: Due to the impact on share price after highly-leveraged second-stage ESOP transactions, it is increasingly common for trustees to negotiate stock price protection for selected classes of employees so they are not adversely affected by this predictable stock price decline. This protection typically takes the form of a "floor price" for retirees that is put in place while the company's stock price is most impacted by the buyout debt load. This webinar covers the situations, mechanics, fairness and considerations related to floor price protection.

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