Investment criteria
Ideal investment candidates are businesses with:
- Over $1 million in EBITDA (or a compelling track record of positive or increasing EBITDA)
- 100+ employees
- Available debt capacity
- Owners and leaders willing to explore shared ownership structures
- Strong and continuing executive or management team
- Opportunity for measurable improvements to employee wages, wealth, and or working conditions while preserving enterprise value
Industries in focus
We focus on businesses in non-cyclical, essential industries. If you’re not in one of these industries but think your business might be a fit, get in touch.
FOOD & AGRICULTURE
SENIOR CARE
TRANSPORTATION & LOGISTICS
Are you a business owner interested in employee ownership?
Learn more about the industries we invest in and see if your business might be a good fit for us.
Is your business a good fit for the Essential Owners Fund?
Learn more about the industries we invest in and see if your business might be a good fit for us.
Get in touch
If you are a business owner or investor interested in
learning more about the Essential Owners Fund, we’d
love to hear from you.