Investment Criteria

  • $15M+ to $300M in revenue

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

  • 50+ employees

  • Available debt capacity

  • Strong and continuing executive or management team

  • Owners and leaders willing to explore shared ownership structures

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

Our Unique Value Proposition vs. Private Equity

01

We can customize the employee ownership structure to your & your business’ unique needs.

02

We stay around post transaction to implement the EO structure, align the team, and support strategy.

03

We have deep F&B networks across sales, operations, innovation and business strategy through our investors and LPs.

04

We are patient capital, backed by family offices with long timelines, that value strategy over speed.

Flexibility to invest across a range of structures

Employee ownership can take several different structures, including:

  • Stock Awards

Stock awards give employees an award based on the value of the company’s stock at a specified period of time.

  • Employee Owned Trust (EOT)

EOTs preserve the business for the benefit of employees, who can receive a share of the company’s annual profits through dividends.

  • Employee Stock Ownership plan (ESOP)

An ESOP is a qualified retirement plan used to transfer a company’s stock to a trust administered on behalf of employees. Details on how ESOPs are implemented can be found here.