Mary Josephs

Office: 312-572-6211
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Mary Josephs is the Founder and CEO of Verit Advisors. Ms. Josephs is a nationally recognized leader with more than 28 years of experience with ESOPS as a specialized solution-oriented succession and liquidity transaction for middle market companies.

She has advised, structured and closed more than 200 financings for middle
market companies. These transactions represent more than $7 billion in senior
credit and nearly $30 billion in enterprise value, most of which have supported
ESOP transactions.

Ms. Josephs founded and built the ESOP group at LaSalle National Bank into a practice that was recognized as the nation’s leading middle-market ESOP financing team. Ms. Josephs also co-founded and launched a leading ESOP Advisory practice for ABN AMRO LaSalle Corporate Finance (and subsequently Bank of America-Merrill Lynch). Upon LaSalle’s acquisition by Bank of America, Ms. Josephs, led the ESOP Solutions Group for all of Bank of America-Merrill Lynch.

Throughout the past 25 years Ms. Josephs has continually held leadership positions throughout the ESOP community including: chair of the ESOP Association’s Finance Advisory Committee, member of the ESOP Association’s
Board of Directors, board membership for the National Center for Employee Ownership, Advisory Board member for Employee-Owned S Corporations of America, chair of the ESOP Association’s Advisory Committees and lifetime membership of the ESOP Association’s Board of Governors. In June 2012, Ms. Josephs joined the board of directors of Spinnaker Coating.

Ms. Josephs has spoken at hundreds of conferences nationally and frequently authors pieces on issues related to succession and liquidity alternatives for closely held businesses, including ESOPs, ESOP financing, ESOP M&A, and other corporate finance solutions.

Ms. Josephs holds a Bachelor of Arts in Economics and French from Marquette University and a Masters of Business Administration in Finance from the University of Chicago Booth School of Business. Ms. Josephs is a member of FINRA: Series 24, 7, and 63. In addition, Ms. Josephs is on the board of Big Shoulders, a member of the Economic Club of Chicago, member of Association for Corporate Growth, member of The Chicago Network and an alumnae of Leadership Greater Chicago.