Essential workers deserve to
share in the value they create
Essential workers power our economy.
Our fund helps essential workers become
owners in the companies they power.
The Essential Owners Fund invests in middle market, essential industry companies and utilizes employee ownership as a tool to
- Create economic stability for essential workers
- Reduce operating volatility for companies, and
- Generate meaningful returns for investors
Why employee ownership?
Transform essential workers into fellow business owners
Unlock frontline business intelligence
Drive impacts, without compromising returns – in fact EO may even enhance returns
WHY IT WORKS
For employees
Share in company success
Employees share in company success, which is demonstrably higher in companies with robust employee ownership structures.
Create a healthy culture at work
Employees think and act like owners, getting their concerns addressed and creating a highly engaged workforce and positive environment.
Meaningful financial benefits (dividends or retirement
Employees have the potential to earn meaningful dividends or generate sizable retirement assets over time.
Research shows that where employees are owners, they can enjoy:
• 5-12% higher wages • 20% more retirement assets
• Reduced injury rates
• A highly engaged culture among their peers
• Active governance and a say in working conditions
For business owners
Potential for a tax-advantaged exit
Owners sell the company at a market price and transition ownership in a way that can produce tax advantages for both owner and company
Opportunity for impact on operations and legacy
Owners can share the success of the business with the people who helped build it
Option to stay involved
Owners can sell part or all of the business depending on their goals and transition plans.
More quick resources to learn about…
• Different kinds of employee ownership models
• Tax advantages of exiting to employees
• How company performance can improve with employee ownership
• Improvement in lives of workers (overview), more in-depth figures • Private equity investment in the space (KKR and Ownership Works)
For investors
Smooth transitions
Because our positions are non-controlling, managers and executives can remain in control of company operations.
Get in touch
If you are a business owner or investor interested in
learning more about the Essential Owners Fund, we’d
love to hear from you.