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Capital Allocators in Employee Ownership

Fund managers and institutional investors directing capital toward employee ownership transactions — financing ESOPs, cooperatives, EOTs, and management buyouts through direct lending, mezzanine debt, and dedicated EO funds.

John Hamilton

Hamilton Associates LLC

Business Advisor for Founder and Leadership Teams

Concord, New Hampshire, USA

Eduardo Cabral

Eduardo Cabral

Triple Beam Advisors

Associate Partner | Investor

College Park, MD, USA

Turner Wyatt

# Community Wealth Building

Philip Reeves

Philip Reeves

Apis & Heritage Capital Partners

Founding Partner

Washington, DC, USA

# Holding Company# Impact Investing# EO Financing

Matthew Epperson

Georgia Cooperative Development Center

Local Outreach Coordinator at Georgia Center for Employee Ownerwship

Athens, GA, USA

# Union Worker Co-op# Co-op Principle 6# ESOP# Worker Co-op+27 more

Tim Rettig

Chief Employee Ownership Advocate

Cincinnati, OH, USA

# ESOP# Holding Company# Ownership Culture# EO Advocacy

James (Jim) Steiker

SES ESOP Strategies

Benhur Desta

Benhur Desta

Investors of Color

Venture Associate

Denver, CO, USA

# Impact Investing# Private Equity

Electra Skrzydlewski

Metropolitan Consortium of Community Developers

Director of Shared Ownership

# EO Advisor# EO Financing

Zoe Schlag

Zoe Schlag

Co-Founder & Managing Partner

Josh Glickenhaus

Director of Lending & Operations

Los Angeles, CA, USA

# CDFI# Worker Co-op# Food Co-op# 5 Cs of Credit+1 more

Patty Viafara

Nexus Community Partners

Director - Worker Ownership Initiative

Minneapolis, MN, USA

# EO Advisor# Deal Team

Bryce May

American Working Capital

Managing Partner

Tim Hanson

Permanent Equity

Chief Investment Officer at Permanent Equity

New Alexandria, VA, USA

# Private Equity

Eric Zaleski

PCE Investment Bankers

Investment Banking, ESOP

# Investment Bank

Michael Morosi

Southeast Acquisition Capital

Private Equity Investor / Catalyzing Employee Ownership

Nashville, TN, USA

Emily Holdman

Permanent Equity

Managing Director at Permanent Equity

Columbia, MO, USA

# Private Equity

Nairuti Shastry

Nuance Research

Founder and Principal

Jasmine Rashid

Director of Impact

Oakland, CA, USA

Janine Firpo

Invest for Better

Oakland, CA, USA

# Impact Investing

Brian Boland

Reserv Equity Partners

Cofounder of Delta Fund

Seattle, WA, USA

# Impact Investing

Taj James

Full Spectrum Capital Partners

Oakland, CA, USA

# Impact Investing

Anthony Kaufman

First Merchants Bank

VP of Commercial Banking

Indianapolis, IN, USA

# 5 Cs of Credit# Merchant Bank

Derek Razo

Co-Founder & Managing Partner

Alison Powers

Capital Impact Partners

Capital Impact Partners

Alex Polishuk

Fifth Third Bank

Director of ESOP Finance at Fifth Third Bank

Cleveland, OH, USA

Dominique Pearson

Co-op Developer

Priscilla Renta

Center for Community Wealth Building

Communications Manager

# Impact Investing

Katharine Gilman

National Coalition for Community Capital (NC3)

Executive Director

Durham, NC, USA

# SEC# EO Financing

Christina Jennings

Shared Capital Cooperative

Executive Director

# Worker Co-op# DEI

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