Transform Finance and Ownership Capital Lab have partnered to create a clearer map of the landscape of employee ownership funds, designed for investors and funders who are looking for new ways to engage with EO and a broader "Ownership Lens."
This briefing summarizes the challenges and opportunities in the field as of December 2024, based on our latest industry research and in-depth interviews with the vast majority of funds in the U.S. that are currently operating or being planned.
Reading the briefing, readers will gain a new understanding of: 1) the current investible opportunities in Employee Ownership, with the most up-to-date data collected (such as the total capital raise of EO funds, categorized by fund type); 2) the needs of EO funds, with a focus on different capital products and sources; 3) an assessment of how investors and funders can address the tradeoff of impact and returns; and 4) recommendations and pathways for scaling the EO field.
The briefing serves as an action-oriented complement to our August 2024 briefing, Investing in Employee Ownership: Overview for Mission-Oriented Investors, which breaks down the different types of funds operating in the Employee Ownership space and provides a more in-depth analysis of how they compare on impact approach, strategy, size, and more.
For all of our resources and opportunities to learn about Employee Ownership and other forms of Alternative Ownership Enterprises, check out our AOE learning Hub.
