We specialize in structing and transitioning businesses into employee-owned models. Our focus is on companies with strong community roots and dedicated workforces. Through thoughtful collaboration and proven frameworks, we create thriving, employee-driven organizations that align incentives, drive innovation, and generate lasting prosperity for employees, communities, and stakeholders.
We believe in the transformative power of Employee Ownership.
Our Commitment
- Providing resources and support to a current business owners and ESOPs
- Facilitating smooth business transitions
- Fostering a community of employee-owners who support and learn from each other
- Driving economic growth through increased business ownership
Our Team
We are a team driven by a shared commitment to reshaping ownership in America. We see immense potential in the coming wave of business transitions and aim to position these companies for long-term success.
Operational Leadership
20 years in Executive Leadership
CEO
Greyston Bakery, TED Talk
Executive Leadership
FAST Search and Transfer, acq. MSFT
Co-Founder, Board Member
Organic Food Incubator
Consulting
PwC, Management Science Associates
Education (BA / MBA)
University of Delaware /
The Wharton School of Business at University of Pennsylvania
Financial Leadership
13 years as Principal Investor
Co-Founder
Southeast Acquisition Capital
Equity Portfolio Management
MAPFRE AM, Jetstream Capital
Impact Investing
Jetstream Ventures
Investment Banking
Stephens Inc., Avondale Partners
Education (BA / MBA)
Kalamazoo College /
IE Business School
Our Experience
Advisors
Mickey Mouse, Advisor
Albert Einstein, Advisor
Alex Trammel, Advisor
Willie Nelson, Advisor
