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OUR THESIS

The Essential Owners Fund invests in and acquires 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.

Industry Focus

  • Food and Beverage

  • Agriculture

  • Healthcare

Why invest in employee ownership?

Stronger overall business*:

8.21%

HIGHER VALUATIONS COMPARED TO COMPANY MEDIAN

+10.3%

HIGHER NET PROFIT MARGIN

30%

SALES OVER 10 YEARS

More stable employee base*:

5-12%

HIGHER WAGES

20%

MORE RETIREMENT ASSETS

53%

LONGER MEDIAN JOB TENURE

*Sources: NCEO research; Dept, of labor data https://www.dol.gov/sites/dolgov/files/ebsa/researchers/statistics/retiremnment-bulletins/private -pension-bulletin-historical-tables-and-graph.pdf ; NCEO, Kellogg Foundation, Dept. of Labor, https://www.ownershipeconomy.org/

Owner Benefits:

POTENTIAL FOR 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 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.