Sept 2026 Raleigh Durham | The ESOP Opportunity

The ESOP Opportunity

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 first-hand perspective from leaders in the evolving ESOP space. 

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, Sr. VP, SES ESOP Strategies

Panelist
Rachel Tzortzis, CFO, S&ME
Walt Mayo, Sr. Operating Partner, Apis Heritage Capital Partners

LOCATION

NC State University Club
4200 Hillsborough Street
Raleigh, NC 27606

September 10, 2026
11:30 AM - 1:00 PM

PRICING

Early-bird Registration - Deadline AUGUST 10
Member $45
Non-Member $75

Regular Registration - Deadline SEPTEMBER 8
Member $50
Non-Member $80

Procrastination Price - Onsite (if space is available)
Member and Non-Member $100

Refund Policy
Due to the nature of ACG events and the guarantees that need to be given prior to the event, refunds will not be processed in the two weeks directly preceding the event, including weather-related events.

CODE OF CONDUCT

All event participants must follow the ACG Code of Conduct and adhere to chapter policies found here.