Partner
SES ESOP Strategies, a Stevens & Lee Company
Fort Lauderdale, FL, United States
Steve has over 35 years of experience in transactions involving employee stock ownership plans (ESOPs). He has represented ESOP plan sponsors, shareholders selling to an ESOP, and ESOP trustees, in transactions establishing ESOPs, increasing ESOPs’ share ownership, acquiring other businesses, and terminating and buying out ESOPs.
Steve has served as an expert witness in litigation related to ESOPs in state and federal courts. He is an active member of NCEO, The Employee Ownership Association (former Chair of Legislative & Regulatory Committee), Rutgers NJ/NY Center for Employee Ownership Advisory Board, and The Employee Ownership Foundation.
Disclosure information not submitted.
Why Your ESOP Needs to Consider Acquisitions: Not the Usual ABCs of How to Do Acquisitions
Wednesday, August 27, 2025
2:15 PM - 3:45 PM East Coast USA Time