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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.

Susan Collins

Abelard Foundation

Associate Director, Program Delivery at Harvard Business School Executive Education

Kate Goss

Executive Director

Tina Eshaghpour

The California Wellness Foundation

Director of Learning and Innovation

Matt Magnotta

New York, NY, USA

# Succession Planning

Arno Hesse

San Francisco, CA, USA

Katie Boland

Bellevue, WA, USA

# Impact Investing

Rebeca Rangel

Y & H Soda Foundation

Senior Program Officer

Gabby Dizon

Jessie Smith Noyes Foundation

Director, Grants and Operations

Carla D. Thompson Payton

W.K. Kellogg Foundation

Vice President for Program Strategy

Alex Ruetz

Crystal Harden-Lindsey

Baltimore Community Foundation

Vice President of Community Impact c

# DEI# Philanthropy

Janiece Evans-Page

Chief Executive Officer

# DEI# Philanthropy

Kelly Jin

Knight Foundation

VP/Community and National Initiatives

# Impact Investing# EO Financing# Philanthropy

Alan Carlyle

First Financial Bank

Managing Director

Cole Whalen

Corporate Development Analyst

# Impact Investing

Trent Crossan

Manager of Corporate Development

# Impact Investing

Cory Blankenship

Dogwood Health Trust

Officer - Economic Opportunity

# Impact Investing# Philanthropy

Aki Ohashi

San Francisco, CA, USA

# Impact Investing

John Garofalo

Akron Community Foundation

Vice President, Community Investment

Kari White

NEK Prosper! - NEK Prosperity Fund

Northern Counties Health Care, Director of Community Health Equity

Claire B. Gibbons

Robert Wood Johnson Foundation - Evidence for Action: Innovative Research to Advance Racial Equity

Senior Program Officer

Cayla Bellanger DeGroat

Northland Foundation - Maada'ookiing Grant Program

Program Officer

Keisha González

Cleveland Foundation - Cleveland Black Futures Fund

Senior Director, Social Impact Investing and Economic & Community Development

Jennifer Koladycz Beatty

The Norcliffe Foundation

Gabriel Foster

Trans Justice Funding Project

Co-founder & Executive Director

Shona Chakravartty

Hill-Snowdon Foundation

Senior Program Officer

Clare Strenger

HealthSpark Foundation - Safety Net Fund

Business Administration Manager

Sarah Thompson

Dogwood Health Trust

Vice President - Economic Opportunity

Lily Sargeant

Wagner Foundation

Program Officer, US Partnerships

Jennie Agmi

Libra Foundation

Senior Program Officer

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