List of funds, programs, and lenders

Funds & programs for employee-ownership transitions

Investment funds, public programs, and lenders that finance or support transitions to employee ownership. Join the Grid to add and improve listings.

61 results found

Business Legacy Fund

By Co-op Cincy

Fund

Deploying

Senior LoanTechnical Assistance

Nexus Community Partners LOCAL Fund

By Nexus Community Partners

Program

Open

GrantTechnical Assistance

Cooperative Fund of the Northeast

By The Cooperative Fund of New England (CFNE)

Fund

Raising

Senior Loan

Washington Employee Ownership Program

By Washington State Department of Commerce

Program

Closed

Technical Assistance

Small Capital

World Within Community Ownership Fund

By World Within

Fund

Raising

Equity InvestmentRevenue Based Financing

Washington Employee Ownership Revolving Loan Fund

By Washington State Department of Commerce

Program

Approved

Senior Loan

Iowa ESOP Capital Gain Deduction

By Iowa Department of Revenue

Program

Open

Tax Incentive

Missouri ESOP Capital Gains Deduction

By Missouri Department of Revenue

Program

Open

Tax Incentive

IRC Section 1042 ESOP Rollover

By Internal Revenue Service (IRS)

Program

Open

Tax Incentive

Unlock Ownership Fund

By Unlock Ownership Fund

Fund

Raising

GrantEquity InvestmentSenior Loan

Legacy Fund I

By Apis & Heritage Capital Partners

Fund

Closed

Subordinated Debt

The Ownership Fund

By Social Capital Partners

Fund

Closed

Equity InvestmentSenior Loan

Liquidus Private Credit Fund I

By Liquidus Partners

Fund

Raising

Senior LoanSubordinated Debt

AllHold Capital

The Fund for Employee Ownership

By The Evergreen Cooperatives

Fund

Raising

Equity Investment

Ownershift

By Ownershift

Fund

Raising

Senior LoanEquity Investment

Mosaic Capital Investors II LP

By Mosaic Capital Partners

Fund

Closed

Business Acquisition

Capital for the Commons

By The Industrial Commons

Fund

Raising

Senior Loan

Mosaic Capital Investors I LP

By Mosaic Capital Partners

Fund

Closed

Business AcquisitionSenior LoanEquity Investment

VAWC Fund

By Valley Alliance of Worker Co-operatives

Fund

Raising

Senior Loan

Teamshares

By TeamShares

Fund

Deploying

Senior LoanEquity InvestmentBusiness Acquisition

Colorado Solidarity Fund

By Colorado Solidarity Fund

Fund

Raising

Senior LoanEquity InvestmentLoan Guarantee Or Collateral+1 more

Spokane Worker Cooperative Holdco

By Spokane Worker Cooperative

Fund

Deploying

Business Acquisition

Local Ownership Catalyst Fund

By Infinity Point CDFI

Fund

Raising

Subordinated DebtEquity Investment

A Better Monday

By A Better Monday

Fund

Raising

Equity InvestmentSenior Loan

Capital for Colleagues

By Capital for Colleagues

Fund

Deploying

Equity InvestmentSenior Loan

Canadian Co-Operative Investment Fund

By Canadian Co-Operative Investment Fund (CCIF)

Fund

Raising

Senior Loan

Purpose Evergreen Capital

Essential Owners Fund I

By The Torana Group

Fund

Closed

Senior LoanEquity Investment

Showing 31 to 60 of 61 results

Talk it through.

Talk it through.

Funds & programs for employee-ownership transitions

Business Legacy Fund

Nexus Community Partners LOCAL Fund

Cooperative Fund of the Northeast

Washington Employee Ownership Program

Small Capital

World Within Community Ownership Fund

Washington Employee Ownership Revolving Loan Fund

Iowa ESOP Capital Gain Deduction

Missouri ESOP Capital Gains Deduction

IRC Section 1042 ESOP Rollover

Unlock Ownership Fund

Legacy Fund I

The Ownership Fund

Liquidus Private Credit Fund I

AllHold Capital

The Fund for Employee Ownership

Ownershift

Mosaic Capital Investors II LP

Capital for the Commons

Mosaic Capital Investors I LP

VAWC Fund

Teamshares

Colorado Solidarity Fund

Spokane Worker Cooperative Holdco

Local Ownership Catalyst Fund

A Better Monday

Capital for Colleagues

Canadian Co-Operative Investment Fund

Purpose Evergreen Capital

Essential Owners Fund I

Funds, programs, and lenders in The Grid

Funds & programs for employee-ownership transitions

Business Legacy Fund

Nexus Community Partners LOCAL Fund

Cooperative Fund of the Northeast

Washington Employee Ownership Program

Small Capital

World Within Community Ownership Fund

Washington Employee Ownership Revolving Loan Fund

Iowa ESOP Capital Gain Deduction

Missouri ESOP Capital Gains Deduction

IRC Section 1042 ESOP Rollover

Unlock Ownership Fund

Legacy Fund I

The Ownership Fund

Liquidus Private Credit Fund I

AllHold Capital

The Fund for Employee Ownership

Ownershift

Mosaic Capital Investors II LP

Capital for the Commons

Mosaic Capital Investors I LP

VAWC Fund

Teamshares

Colorado Solidarity Fund

Spokane Worker Cooperative Holdco

Local Ownership Catalyst Fund

A Better Monday

Capital for Colleagues

Canadian Co-Operative Investment Fund

Purpose Evergreen Capital

Essential Owners Fund I