ESOP Roundtable

October 01, 2019 11:30 AM - 1:00 PM CST

The University of Alabama Huntsville
I2C Building
301 Sparkman Drive
Huntsville, AL 35899

Click Here to Register

With Employee Stock Ownership Plans (ESOP) being the most common form of employee ownership in the U.S.,
Warren Averett has established this Roundtable forum for current and prospective ESOP companies to share ideas and best practices, as well as to stay current with changing requirements. We invite you to join us for this quarterly ESOP roundtable webcast.

Who Participates? 

Executive Leadership, CFO’s and Controllers

What is the Cost? 

FREE. Lunch will be provided.

Questions? Contact Heather Clark at

Roundtable Speakers

Steven G. Schaffer | Bryan Cave Leighton Paisner

Steven G. Schaffer is a partner in the Atlanta office of Bryan Cave Leighton Paisner, an international law firm with over 1,400 lawyers in the United States, Europe, Middle East and Asia. Mr. Schaffer’s practice involves employee benefits and executive compensation, with special emphasis on the employee stock ownership plans (ESOPs).  He has worked with hundreds of ESOPs for over 35 years, representing companies, trustees, valuation firms, selling shareholder and lending institutions. His practice includes ESOP planning, transaction formations, and lending. Mr. Schaffer also has significant experience in the area of executive compensation, both involving ESOP companies and non-ESOP companies alike.

Mark Buchanan | Macquarie Capital

Mark Buchanan is a Managing Director at Macquarie Capital focused on working with family offices, founder led businesses and ESOP owned companies. Mark has advised numerous ESOPs on strategic alternatives including recent successful advisory assignments for two of the largest ESOPs in the country. Mark brings extensive experience on M&A, capital raising, ownership transition, dividend recaps, ESOP formations, seller note redemptions and mature ESOP recapitalizations across multiple industries. He has played a key role in navigating highly complex ESOP issues while delivering creative solutions.