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209: Rising Interest Rates & ESOP Valuations


The EsOp Podcast: Rising Interest Rates & ESOP Valuations

Bret Keisling is joined by Albert del Pilar, managing director at ButcherJoseph & Co., who discusses how ESOPs can manage interest rate uncertainty including access to capital for operations and managing repurchase obligations, and the effect of ESOP valuations.


Albert will be presenting live on this same topic at The National Center for Employee Ownership (NCEO) Fall Forum, being held September 26-28, 2022, in St. Louis, MO.



 

Episode 209 Show Notes


About Alberto Toribio del Pilar

Managing Director, ButcherJoseph & Co.

Alberto Toribio del Pilar

With more than 16 years of global corporate finance and capital markets experience gained at industry-leading investment banks, Albert del Pilar has worked extensively with both publicly listed and privately held companies from around the world.


Albert began his career at Merrill Lynch where he helped execute over 50 equity and equity-linked investment offerings totaling more than $18 billion. He then joined the Credit Suisse capital markets group in New York where he collaborated on 45 public equity offerings totaling $6 billion for environmental, business services, healthcare, and education companies. Afterward, Albert joined the Sao Paolo office, working on cross-border mergers and acquisitions within the petroleum, agricultural, transportation, and mining industries.


Albert graduated cum laude from Harvard College and holds a Master of Science degree in foreign policy from Georgetown University where he was recognized for academic excellence. He serves on the board of the St. Louis International Institute Community Development Corporation.

About ButcherJoseph & Co.

ButcherJoseph logo

ButcherJoseph & Co. is a boutique investment banking firm specializing in ESOPs, mergers and acquisitions, private capital sourcing and valuation advisory services for middle market companies. Their industry-recognized team of professionals has executed 200+ transactions exceeding $15 billion in total value. ButcherJoseph is headquartered in St. Louis with a presence in Washington, DC; Chicago, IL; Philadelphia, PA; Miami, FL; Palm Beach, FL; Charlotte, NC; and Nashville, TN.

The firm was founded and is managed by a group of highly experienced, dedicated professionals with significant work experience at premier, global investment banking franchises. They collaborate closely as a team to carefully develop tailored strategies and are fiercely devoted to achieving success for their clients.

 
Bret Keisling, Passionate Advocat for Employee Ownership

We'd love to hear from you! To contact us, find us on Facebook at EO Podcast Network and on Twitter @ESOPPodcast. To reach Bret, with one "T", email Bret@KEISOP.com, on LinkedIn at Bret Keisling, and most actively on Twitter at @EO_Bret. Again, that's one "T". This podcast has been produced by Bret Keisling for the EO Podcast Network, original music composed by Max Keisling, branding and marketing by BitsyPlus Design.


Standard Disclaimer: The views expressed herein are my own and don't represent those of my own firms or the organizations to which I belong. Nothing in the podcast should be construed as guidance or advice of any kind in any field and the fact that I mentioned an organizational website or an advocate or a company on a podcast does not reflect an endorsement, but if you've heard your name or your group's name mentioned on this podcast, I'd love to have you come on and talk about it yourself.





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