Lenders for Employee Ownership & Business Transitions
Lenders providing debt financing for ownership transitions — leveraged buyout loans for ESOPs, cooperative conversion financing, EOT transaction funding, seller note structures, and working capital lines for businesses undergoing succession.
Turner Wyatt
SmallCapital
Co-Founder
—
# Community Wealth Building
PV
Patty Viafara
Nexus Community Partners
Director - Worker Ownership Initiative
Minneapolis, MN, USA
# EO Advisor# Deal Team
Electra Skrzydlewski
Metropolitan Consortium of Community Developers
Director of Shared Ownership
—
# EO Advisor# EO Financing
EH
Emily Holdman
Permanent Equity
Managing Director at Permanent Equity
Columbia, MO, USA
# Private Equity
MM
Michael Morosi
Southeast Acquisition Capital
Private Equity Investor / Catalyzing Employee Ownership
Nashville, TN, USA
# EO Advisor
BB
Brian Boland
Reserv Equity Partners
Cofounder of Delta Fund
Seattle, WA, USA
# Impact Investing
IS
Ira Starr
Long Point Capital
Managing Director
New York, NY, USA
# EO Advisor
JS
Jon Shell
Social Capital Partners
Chair
Toronto, Ontario, Canada
# EO Advisor
AO
Aki Ohashi
Evolution VC
—
San Francisco, CA, USA
# Impact Investing
AK
Anthony Kaufman
First Merchants Bank
VP of Commercial Banking
Indianapolis, IN, USA
# Merchant Bank# 5 Cs of Credit
FW
Felipe Witchger
Catholic Impact Investing Collaborative
—
Durham, NC, USA
# Impact Investing# DEI
GY
Grace Yoon
Rockefeller Capital Management
—
New York, NY, USA
# Impact Investing
HR
Havell Rodrigues
New Majority Capital
CEO & Managing Partner
Boston, MA, USA
# Impact Investing
KG
Katharine Gilman
National Coalition for Community Capital (NC3)
Executive Director
Durham, NC, USA
# SEC# EO Financing
LS
Lisa Smith
BST Capital Advisors
Grants Management Partner
—
# Philanthropy
Philip Reeves
Apis & Heritage Capital Partners
Founding Partner
Washington, DC, USA
# Holding Company# Impact Investing# EO Financing
AB
Adam Bendell
Toniic
CEO
San Francisco, CA, USA
# Impact Investing
CH
Crystal Harden-Lindsey
Baltimore Community Foundation
Vice President of Community Impact c
—
# DEI# Philanthropy
DI
Diane Ives
Diane Ives Consulting
Strategic Advisor to Philanthropy - Economic Democracy - Climate Justice
—
# Philanthropy
JS
Jaime Smith
Haymarket People's Fund - Urgent Response Grants
Grants Director
—
# Philanthropy
JJ
James (Jim) Steiker
SES ESOP Strategies
Chairman
—
# EO Advisor
KB
Katie Boland
Delta Fund
Co-owner
Bellevue, WA, USA
# Impact Investing
KN
Katie Novak
CoApp
Co-Founder, Owner, Coach
Plano, TX, USA
# Consumer Co-op
MZ
Marisol Zavaleta Martin
Massachusetts Food Trust
Senior Associate, The Food Trust
—
# Impact Investing# DEI
MM
Matt Magnotta
Ownershift
Founder
New York, NY, USA
# Succession Planning
NE
Nikki Estes
South Arts - Express Grants
Director, Presenting & Touring
—
# Philanthropy
RM
Richard May
American Working Capital
Partner
Chicago, IL, USA
# EO Financing
TN
Thanh Nguyen
GemCap Lending
Operations & Grants Manager
—
# Philanthropy
TL
Todd Leverette
Apis & Heritage Capital Partners
Founding Partner
—
# Holding Company# ESOP# DEI
AD
Alberto Del Pilar
ButcherJoseph
Managing Director
—
# Investment Bank
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