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William A. Stewart
wstewart@pcecompanies.com
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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


 

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