How Construction Industry Firms Build Employee Ownership Strategies
Employee ownership awareness among contractors and builders has grown significantly in recent years. While ESOP benefits and mechanics are becoming widely known, few stakeholders have actually been exposed to a plan formation process.
In this webinar, CSG's Andrew Nikolai provides a comprehensive look at the development and execution of an ESOP-led business transition strategy. Using an extended case study to guide the lesson, Andrew tracks a leading contractor's plan formation from feasibility to financing to final trustee negotiations.
This session also explores common ESOP transaction decision points and pitfalls. Learn how a fine-tuned plan formation process can drive successful outcomes in practice and support long‑term value creation for business leaders, their companies, and employee owners.
Featuring
Andrew Nikolai
CSG PARTNERS
A CFA charterholder with a background rooted in capital markets, Andrew plays a key role in delivering complex leveraged ESOP strategies to CSG's construction-industry clients. Since joining the firm in 2018, he has led all aspects of the plan development process while raising over $1 billion in senior and subordinated debt.
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