William A. Stewart
wstewart@pcecompanies.com
v-card
407-621-2100 (main)
407-621-2124 (direct)
407-621-2199 (fax)
Winter Park, Florida
Experience
- Particular focus on PCE’s Employee Stock Ownership Plan (ESOP) practice, including executing sales to ESOPs, ESOP feasibility studies and shareholder and trustee financial advisory
- Engaged in all aspects of PCE’s investment banking practice, including buy-side and sell-side mergers and acquisitions as well as private equity and debt placements
- Formerly a vice president with SunTrust Bank in their private wealth management with responsibility over $300 million of assets
- Previously underwrote commercial and corporate loan packages with transactions ranging from $5 million to over $100 million in value as a credit officer with SunTrust Bank
Service
- Member of ESOP Association
- Associate Member of the ESOP Association Finance Committee
- Vice President, New South Chapter, ESOP Association
- Member of National Center for Employee Ownership, (NCEO)
- Member of CFA Institute
- Member of CFA society of Orlando
- Board Member - Membership Chair, CFA Society of Orlando
- Public Relations Chair, CFA Society of Orlando
- Member of Florida Citrus Sports Selection Committee
Education
- Denison University, Bachelor of the Arts, Economics
Certification
- Chartered Financial Analyst (CFA) charter holder
- Series 7, 24, & 79
Speaking - Conferences
- "Valuation: On Trends and Current Issues", 2011 ESOP Tri-Chapter Annual Conference
- "ESOPs:What are ESOPs? How can they work for my company or my client?", PCE Webinar 2010 click here to listen.
- "PCE - Dual Track Process", 2010 Florida Bar Business Law Section Retreat
- "ESOP Transactions in Today's Market", 2010 ESOP Tri-Chapter Regional Conference
- “ESOPs in the Construction Industry”, 2009 FICPA Construction Industry Conference
- “Strategies for ESOPs”, 2009 The McGehee Group Annual Advisors Conference
- “Esops Surviving & Thriving – M&A Update and Value Drivers”, 2009 New South ESOP Conference
- “Navigating the Sale to an ESOP: A Great Liquidity Option, Even in Stormy Seas”, 2009 ESOP Southeast Regional Conference
- “Fiduciary Aspects of Raising Money for ESOP Companies”, 2008 ESOP Southeast Regional Conference
- “Subordinated Financing in Valuation”, 2008 ESOP Southeast Regional Conference
- “Liquidity Strategies for Privately Held Companies”, 2008 CFMA National Conference
- “Subordinated Financing & Reasonable Dividends”, 2008 Southeast ESOP Chapter Meeting
- “Navigating the Sale to an ESOP: A Great Liquidity Option, Even in Stormy Seas”, 2009 ESOP Southeast Regional Conference
