Our acquisition and operating model

Quick and painless transactions
We have committed debt and equity partners and will be the sole buyer of the business.

New leadership
We hire a new leader for the company post-acquisition to run and manage the business.

Employee ownership
Post-closing we implement a broad-based employee ownership program so that employees meaningfully participate in the value they create.

Long-lasting legacy
We focus on maintaining and growing the company in its current community. Due to our permanent capital structure, we intend to be the final owners of the business, securing the seller’s legacy.
Forging an equitable future
An effective way to grow wealth over time is through ownership of a business. Historically, this has not been an option for hard-working employees without assets to invest.


Empowering employees through ownership
Ownershift is driven to create wealth-building opportunities for those employees. By transitioning companies to employee ownership and providing ongoing financial training and support, we envision a world of shared equity and growth for all.
Become a small business president
Launch your next big thing
We give you the opportunity to lead, without starting a business from scratch. We provide the tools you need to succeed and financially reward you for the value you create through a salary and performance-based compensation.

Successful small businesses require thoughtful leaders
Ownershift places Presidents with our portfolio companies to help them enter their next phase of growth. You’ll have access to resources including leadership and management coaching, a community of like-minded leaders, and the opportunity to shrink the wealth gap by growing an employee-centered business.

