English
Joe Demetrius is part of the ESOP & ERISA Advisory group.
Joe has experience in the valuation of business interests in both private and public corporations for numerous purposes across a variety of industries and has extensive experience in the valuation of ownership interests in companies owned by Employee Stock Ownership Plans (ESOPs), and has performed analyses related to ESOP security formation and transactions, determination of transaction fairness and adequate consideration, and annual employer security valuation updates. Joe’s experience spans a diverse client base, from regional middle-market businesses to large public corporations, private equity funds, law firms, and financial institutions.
Select Publications
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Things My ESOP Advisor Never Told Me, National Center for Employee Ownership (NCEO) July 2013
Best Practices and Common Mistakes in ESOP Company Valuations
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NCEO Issue Brief February 2012
Floor Price Protection in ESOP Transactions
Practice Areas
Focus Industries
Education
B.A., University of North Carolina at Chapel Hill
Licenses & Designations
Chartered Financial Analyst (CFA)
Professional Memberships
CFA Institute
ESOP Association, Member of Legal & Regulatory Committee