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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jun 2026

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Capital Providers for Employee Ownership Transitions

Banks, credit unions, CDFIs, private equity funds, and SBA lenders that finance employee ownership transitions — including ESOP leveraged buyouts, cooperative conversions, EOT transactions, management buyouts, and working capital for businesses in succession.

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PE

Project Equity

Business & Consumer Services
Oakland, CA, USA
# EOT# EO Advisor# ESOP# EO Advocacy+3 more

TB

Triple Beam Advisors

Financial Svcs. (Non-bank & Insurance)
—
# Exit to Community# Succession Planning# EO Advisor# Impact Investing+14 more

CT

Common Trust

Financial Svcs. (Non-bank & Insurance)
San Francisco, CA, USA
# Succession Planning# EOT# EO Advisor# Transaction Complexity+5 more

MD

Mission Driven Finance

Financial Svcs. (Non-bank & Insurance)
—
# Impact Investing# Due Diligence# Private Equity

CC

Co-op Cincy

Business & Consumer Services
Cincinnati, OH, USA
# EO Advisor# Union Worker Co-op# EO Advocacy# Worker Co-op

PE

Permanent Equity

—
Columbia, MO, USA
# Holding Company# Private Equity

MF

Merit Financial Advisors

Financial Svcs. (Non-bank & Insurance)
Alpharetta, GA, USA

SC

Shared Capital Cooperative

Banks (Regional)
Minnetonka, MN, USA

CI

Capital Impact Partners

Financial Svcs. (Non-bank & Insurance)
Washington, DC, USA
# DEI# CDFI

AW

American Working Capital

—
Chicago, IL, USA
# EO Advisor# EO Financing

LO

Live Oak Bank

Banks (Regional)
Wilmington, NC, USA

BI

Boston Impact Initiative

Financial Svcs. (Non-bank & Insurance)
Boston, MA, USA
# Impact Investing

LE

Local Enterprise Assistance Fund (LEAF)

—
Boston, MA, USA
# CDFI

NC

North Carolina Small Business and Technology Development Center (SBTDC)

Business & Consumer Services
Chapel Hill, NC, USA
# SBDC# SBA

OC

Obran Cooperative

—
Baltimore, MD, USA

PC

Pennsylvania Center for Employee Ownership (PaCEO)

—
Pittsburgh, PA, USA
# EO Advisor# Employee Ownership Center

AH

Apis & Heritage Capital Partners

Financial Svcs. (Non-bank & Insurance)
Washington, DC, USA
# Holding Company

EV

Empowered Ventures

—
Carmel, IN, USA
# ESOP

NC

National Cooperative Bank

Banks (Regional)
Arlington, VA, USA
# Impact Investing

AC

Aurora Capital

—
—

CF

Columbia Forest Products

—
Greensboro, NC, USA
# ESOP

GS

Greybull Stewardship

—
Jackson, WY, USA

IG

ICA Group

—
Northampton, MA, USA
# EO Advisor

MC

Mosaic Capital Partners

Financial Svcs. (Non-bank & Insurance)
Charlotte, NC, USA
# EO Advisor

ON

Onex

—
Erie, PA, USA
# ESOP

SC

Seed Commons

—
New York, NY, USA

TC

Triangle Capital

—
—

VN

Valley National Bank

Bank (Money Center)
Wayne, NJ, USA
# ESOP

AC

A111 Capital

—
—

AC

Advantage Capital Partners

—
—

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