Every transaction tells a story, not just of capital deployed, but of people invited into deeper ownership of their future.

Our Track Record

Transactions

Selected transactions we helped bring to close, expanding established ESOPs through disciplined execution and culture-first acquisition strategy.

5by5 logo

5by5

An employee-owned, award-winning marketing agency based in Nashville, TN, delivering top-tier marketing strategy, tools, and implementation to change-driven organizations.

A-R-T & Associates logo

A-R-T & Associates

Consults with corporations, professional-service firms, commercial real estate organizations, interior designers, architects, financial institutions, healthcare facilities, and hospitality groups to develop customized visual solutions.

Intrust IT logo

Intrust IT

An employee-owned technology company helping organizations stay secure, connected, and future-ready — from cybersecurity and cloud solutions to AI leadership.

JusticeWorks YouthCare logo

JusticeWorks YouthCare

Founded in 1999, a leading human services agency dedicated to building better futures for youth, families, and communities through innovative, accountable programs focused on child welfare and juvenile justice.

Heurisay logo

Heurisay

A purpose-driven communications firm helping mission-aligned brands in AI, climate tech, digital health, and education turn meaningful work into meaningful visibility.

Our Progress Toward 40 Million Owners

660

New employee-owners since our founding in 2025

39,999,340

Owners to go — join us in getting there