Mary Josephs to Moderate Panel on Innovations and Evolutions in Employee Ownership


Mary Josephs, the Founder and CEO of Verit Advisors, will be moderating a panel at the Employee Ownership Ideas Forum 2024: Employee Ownership on the Ground. The event, hosted by the Aspen Institute Economic Opportunities Program and The Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University, will take place on April 10, 2024, in Washington, D.C.

The panel, titled “Innovations and Evolutions in Employee Ownership,” will feature industry experts Christine Adee, Chris Cooper, Corey Rosen, and Aquilina Soriano Versoza. The discussion will focus on the various strategies and advancements in employee ownership.

Mary Josephs, a respected leader in the field, expressed her pride in being part of the conversation surrounding employee ownership. With almost three decades of corporate finance experience, Mary has advised numerous successful capital strategies for middle market companies. She is also involved in organizations such as the Advisory Board ESCA and serves as a director for Manson Construction and Performance Contracting.

Verit Advisors, founded by Mary Josephs in 2009, specializes in middle market investment banking, ESOPs, capital markets, M&A, valuation services, and board advisory services. The company is known for its integrity, teamwork, service, and innovation, delivering customized solutions to its clients. Mary and her team are considered experts in ESOP transactions and middle market strategic alternatives.

Those interested in the panel discussion can sign up to receive a recording of the presentation via the provided link.

Verit Advisors operates in the middle market investment banking industry. In this industry, the company provides a range of services including ESOPs (Employee Stock Ownership Plans), capital markets, M&A (mergers and acquisitions), valuation services, and board advisory services. With a focus on integrity, teamwork, service, and innovation, Verit Advisors delivers customized solutions to its clients in the middle market.

The market for employee ownership is seeing significant growth and is expected to continue expanding in the coming years. According to market forecasts, the global employee ownership market is projected to reach a value of $90 billion by 2025, with a CAGR (Compound Annual Growth Rate) of 6.7% during the forecast period 2020-2025. This growth is driven by factors such as the increasing awareness of the benefits of employee ownership, the desire for greater employee engagement and retention, and the potential tax advantages for both companies and employees.

However, the employee ownership industry also faces certain challenges and issues. One major challenge is the lack of awareness and understanding of employee ownership among businesses and employees. Many companies may not be aware of the potential benefits of employee ownership or may have misconceptions about its implementation.

Another issue is the complexity involved in setting up and managing employee ownership plans. Implementing an ESOP, for example, requires careful planning and compliance with legal and regulatory requirements. Companies need to consider factors such as valuation, governance structure, employee communication, and tax implications.

To stay informed about the latest developments and trends in the employee ownership industry, interested individuals can sign up to receive a recording of the panel discussion at the Employee Ownership Ideas Forum 2024. The recording will provide valuable insights from industry experts on the innovations and evolutions in employee ownership.

For more information and resources on employee ownership, individuals can visit the Verit Advisors website at The website provides access to relevant articles, case studies, and educational materials that can help individuals gain a deeper understanding of the industry and its potential benefits.