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Event Details
When:
March 19, 2026 11:30 AM - 1 PM EDT
Where:
Location Name
Office of Charles Aris
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Overview
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THE EXPANDING LOWER-MIDDLE MARKET OPPORTUNITIES FOR ESOPs
Historically seen as a niche transaction structure, ESOPs (formally, “Employee Stock Ownership Plans”) are being utilized to achieve an expanding set of opportunities for diverse participants across the lower-middle market.
Moderated by Ethan Stambler of SES ESOP Strategies, the discussion will begin with a concise ESOP primer and highlights of why ESOP activity is expanding across the Lower-Middle Market. The conversation will then turn to a first-hand perspective from leaders in the evolving ESOP space.
Jim Bingham, CEO of Greensboro-based ESOP Hoffman & Hoffman, will illuminate how being an ESOP for nearly 50 years has enabled the company’s success - both organically and through acquisitions. Walt Mayo, Operating Partner with private credit firm Apis & Heritage Capital Partners (“A&H”), will share how A&H is utilizing the ESOP structure to seek attractive returns for its investors, distinct value for business sellers, and greater economic opportunity for employees, their families, and communities.
Whether you think you know about ESOPs…or have little understanding, this session will provide valuable insight into the expanding opportunities available through this unique structure.
Moderator:
Ethan Stambler - SES ESOP Strategies
Panelists:
Jim Bingham - Hoffman & Hoffman
Walt Mayo - Apis & Heritage Capital Partners
PRICING
Early Bird Price - Deadline February 20
Member $40
Non - Member $70
Regular Price - Deadline March 16
Member $45
Non-Member $70
Procrastination Price (only if there is room available)
$90 for both Members and Non-members
Space is Limited - Please Register Early!
REFUND POLICY
Due to the nature of ACG events and the guarantees that must be provided prior to the event, refunds will not be processed in the two weeks directly preceding the event, including weather-related events.
PAYMENT PROCESSING FEE
A 3% payment processing fee will be added to credit and debit card transactions. This fee covers non-refundable costs charged by our payment processor and does not represent surplus for ACG.
CODE OF CONDUCT
All event participants must follow the ACG Code of Conduct and adhere to chapter policies found here.
Speakers
Hosted by: ACG
Chapter
Piedmont Triad Network
