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. To learn more read our Summary here.

Investment Criteria — We seek businesses that ideally have:

• Over $1 million in EBITDA (or a compelling track record of positive or increasing EBITDA)

• 100+ employees 

• Available debt capacity

• Strong non-founder executive or management team

• Opportunity for measurable improvements to employee wages, wealth, and/or working conditions while preserving enterprise value