Mary Sullivan Josephs

Mary Sullivan Josephs Email and Phone Number

Founder and CEO @ Verit Advisors LLC
Chicago, IL, US
Mary Sullivan Josephs's Location
Greater Chicago Area, United States, United States
Mary Sullivan Josephs's Contact Details
About Mary Sullivan Josephs

I am passionate about middle-market businesses and consider employee- and family-owned businesses the fabric of our economy. I apply innovative approaches to designing and executing transactions that enable our clients to realize their goals that include legacy, purpose, liquidity, governance, diversification and family objectives. This is why I founded Verit Advisors in 2009.With over 30 years of financial experience in designing and providing objective and unbiased solutions for business owners, I have advised, structured and closed more than 500 transactions. I am a specialist in ESOPs, working with owners seeking to share their company with employees and to secure a strong future for their company. I have experience in M&A, transaction opinions and valuation services, board advisory services, and corporate finance. I am a committed advocate for good governance in private and family-owned companies, believing that strong governance is the secret to managing risk and that good risk controls, in turn, produce operational and competitive benefits.I am a board member of:• Hisco Inc. • Manson Construction • Performance Contracting Inc.• Rutgers University NJ/NY Center for Employee Ownership • Proponent AviationI was named a Director to Watch by Private Company Board Director magazine in 2019. I also was named among Chicago’s Notable Entrepreneurs by Crain’s Chicago in 2019 and, for the fifth year in a row, was named one of the Most Influential Women in Mid-Market M&A by Mergers & Acquisition magazine. I am a member of the Advisory Board of ESCA (Employee-Owned S Corporations of America) and a lifetime member of the ESOP Association’s Board of Governors. I am a past two-term board member of the National Center for Employee Ownership. I am a frequent speaker at conferences and have written articles on issues related to succession and liquidity alternatives for closely held businesses as well as about M&A with existing ESOPs, among other topics. Contact me when you are ready to discuss succession options 312-572-6211 or Mary@verit.com

Mary Sullivan Josephs's Current Company Details
Verit Advisors LLC

Verit Advisors Llc

View
Founder and CEO
Chicago, IL, US
Website:
verit.com
Employees:
13
Mary Sullivan Josephs Work Experience Details
  • Verit Advisors Llc
    Founder And Ceo
    Verit Advisors Llc
    Chicago, Il, Us
  • Manson Construction Co.
    Board Member
    Manson Construction Co. Dec 2018 - Present
    Seattle, Wa, Us
  • Hisco, Inc.
    Board Member
    Hisco, Inc. Oct 2018 - Present
    Houston, Texas, Us
    Chair, Audit Committee
  • Performance Contracting, Inc. (Pci)
    Board Member
    Performance Contracting, Inc. (Pci) 2018 - Present
    Lenexa, Ks, Us
    Chair, Audit Committee
  • Verit Advisors Llc
    Founder & Ceo
    Verit Advisors Llc Sep 2009 - Present
    Chicago, Il, Us
    Verit Advisors unites sophisticated investment banking capabilities with a client centric boutique, fluent in ESOPs, debt and equity capital markets and mergers and acquisitions. Verit’s team has successfully completed hundreds of transactions on a national basis across a multitude of industries. Our team has the breadth, ability, expertise, and independence to design a unique transaction for each situation, utilizing our portfolio of debt, equity, ESOP, M&A, valuation and finance solutions.
  • Spinnaker Coating, Llc
    Board Member
    Spinnaker Coating, Llc Jun 2012 - Nov 2018
    Troy, Oh, Us
  • Evergreen Private Capital Advisors
    Executive Managing Director
    Evergreen Private Capital Advisors Sep 2009 - Oct 2010
    Evergreen Private Capital Advisors, LLC is a boutique investment bank specializing in representing private business owners in sale of their business. Evergreen has deep nationally recognized expertise in transactions involving sale to an ESOP as well as transations with existing ESOP companies including termination, sale, and restructuring
  • Bank Of America Commercial Banking
    Managing Director - Esop Solutions Executive
    Bank Of America Commercial Banking Oct 2007 - May 2009
    As ESOP Solutions Executive for Bank of America Merrill Lynch, I led a national effort to build and support ESOP transactions for Bank of America Merrill Lynch, the country's largest ESOP finance capability.
  • Lasalle National Bank
    Managing Director
    Lasalle National Bank Jan 1988 - Sep 2007
    Founded and led the ESOP practice for LaSalle Bank, NA, largely regarded as the country's leading ESOP financing capability. Also co-founded ABN/AMRO North America's ESOP Advisory leading ESOP Advisory cabability.

Mary Sullivan Josephs Skills

Mergers And Acquisitions Private Equity Corporate Finance Valuation Esop Finance Investment Banking Mergers Restructuring Portfolio Management Financial Structuring Executive Management Investments Due Diligence Equities Financial Analysis Business Valuation Middle Market Financial Modeling Financial Advisory Business Planning Capital Markets Venture Capital Corporate Development Estate Planning Asset Management Alternative Investments Debt Succession Planning Business M&a Experience Leveraged Finance Joint Ventures Private Placements

Mary Sullivan Josephs Education Details

  • University Of Chicago
    University Of Chicago
    Finance
  • Marquette University
    Marquette University
    And Business
  • University Of Notre Dame
    University Of Notre Dame
    France

Frequently Asked Questions about Mary Sullivan Josephs

What company does Mary Sullivan Josephs work for?

Mary Sullivan Josephs works for Verit Advisors Llc

What is Mary Sullivan Josephs's role at the current company?

Mary Sullivan Josephs's current role is Founder and CEO.

What is Mary Sullivan Josephs's email address?

Mary Sullivan Josephs's email address is es****@****ail.com

What is Mary Sullivan Josephs's direct phone number?

Mary Sullivan Josephs's direct phone number is +131257*****

What schools did Mary Sullivan Josephs attend?

Mary Sullivan Josephs attended University Of Chicago, Marquette University, University Of Notre Dame.

What are some of Mary Sullivan Josephs's interests?

Mary Sullivan Josephs has interest in Collecting Antiques, Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, The Arts, Food, Home Decoration.

What skills is Mary Sullivan Josephs known for?

Mary Sullivan Josephs has skills like Mergers And Acquisitions, Private Equity, Corporate Finance, Valuation, Esop, Finance, Investment Banking, Mergers, Restructuring, Portfolio Management, Financial Structuring, Executive Management.

Who are Mary Sullivan Josephs's colleagues?

Mary Sullivan Josephs's colleagues are Christo Venter, Rob Ruszkowski, Don Masterson, Mukesh Ranjan, Cara Bennett.

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