Mary Josephs is a recognized authority on family and private company finance, governance and employee stock ownership plans. She has 30-plus years of experience working with hundreds of strategic alternatives for middle-market companies.
Before starting Verit Advisors in 2009, she founded LaSalle National Bank’s ESOP group and later led Bank of America-Merrill Lynch’s ESOP Solutions Group.
Mary is a director of Manson Construction, Performance Contracting, and Proponent, Inc. Ms. Josephs was selected as one of the Most Influential Women in Mid-Market M&A by Mergers & Acquisition publication in 2017, 2018, 2019, 2020, and 2021. Chicago Crain’s recognized Ms. Josephs as a Notable Entrepreneur in 2019 and Private Board Directors magazine named Mary a Director to Watch in 2019. Mary has proudly served on ESCA’s advisory board for 20 years. She is also a lifetime member of the ESOP Association, and 40-year member of the National Center for Employee Ownership.