About the Roadshow
The EO Capital Roadmap is a bold national initiative to mobilize $1.5 billion into employee ownership in the next few years, $10 billion by 2040, and lay the groundwork for 10x growth beyond. Developed with input from 150+ funders, investors, advisors and field leaders, it charts the path to making employee ownership a cornerstone of the American economy.
In 2026, we’re taking the Roadmap on the road. Through in-person convenings, virtual events and strategic partnerships, the Roadshow strengthens coordination, surfaces capital ready to deploy and accelerates execution at the local level.
Why now
“Nearly 3 million U.S. businesses — representing tens of trillions in assets — are transitioning ownership over the coming decades.”
Without intentional capital allocation, this transition risks further ownership concentration, business consolidation and erosion of local economic resilience.
At the same time, investors across the spectrum — from impact funds and family offices to institutional allocators — increasingly recognize employee ownership as a credible, scalable M&A pathway capable of delivering competitive risk-adjusted returns alongside measurable impact.
Capital interest is rising. Policy tailwinds are emerging. Field infrastructure is maturing.
The Roadshow is designed to coordinate this momentum — aligning private, catalytic and mission-driven capital to accelerate deployment.
Explore Roadshow locations
Each Roadshow stop is tailored to regional context and audience, while advancing the national EO Capital Roadmap strategies.
Confirmed Roadshow stops
New York City
On March 17, 2026, Ownership Capital Lab and the Predistribution Initiative convened a private roundtable of institutional investors — including public pension funds, insurance funds, family offices and wealth managers — for a deep dive into private credit opportunities in employee ownership. Participants explored deal structures, underwriting approaches, policy tailwinds, and the role of EO investing amid the Great Ownership Transfer.
Atlanta
- Wednesday, April 29 from 3:00-5:30pm ET
- Co-Hosted by: Ownership Capital Lab, Georgia Social Impact Collaborative, Nonprofit Finance Fund and Justice Capital
- Aligned with the Mission Investors Exchange National Conference, April 27-29, 2026
- Open invitation for investors, foundations, local EO fund managers and ecosystem leaders
- Thank you to our Local Advisors & Thought Partners: Matthew Epperson (Board Director, Hive Mind Community Investment Co-Op), Annie E. Casey Foundation and Georgia Center for Employee Ownership
Seattle
- Co-hosted with Washington Center for Employee Ownership (WACEO)
- September 28 & 29
- Day 1: An intimate look at employee ownership in action. Includes a site tour, a worker-owner panel, a moderated Q&A with 3–5 local EO businesses and a networking reception.
- Day 2: A comprehensive, day-long session focused on the national EO landscape, scaling capital flows, unlocking policy support and mapping Washington’s path forward.
Philadelphia
- Co-hosted with Spring Point Partners and ImpactPHL
- Tuesday, October 6
Chicago
- Co-hosted with Lafayette Square Institute and Impact Engine
- Tuesday, October 13
Potential Roadshow stops
We are exploring additional 2026 stops in the following regions. Interested in co-hosting or shaping a convening in your city? Let’s connect!
Cities:
- Detroit
- SF Bay Area
- Tulsa
- Washington D.C.
What to expect at a Roadshow event
Each Roadshow stop convenes aligned stakeholders in coordinated, action-oriented sessions designed to accelerate capital deployment.
By bringing together regional investors, EO fund managers, philanthropy, and ecosystem leaders, we aim to:
- Strengthen coordination across capital providers
- Unlock capital that is ready to move
- Translate the EO Capital Roadmap from strategy into execution
We partner with local co-hosts to design each convening in ways that reflect regional priorities while advancing national alignment.
Event formats may include:
- Investor workshops and capital allocator deep dives
- Connection sessions linking local EO funds with aligned investors
- Philanthropic strategy sessions focused on catalytic capital
- Roadmap presentations at existing conferences and gatherings
Bring the Roadmap Roadshow to your city
We are partnering with aligned organizations to host Roadshow events across the country—and virtually—in 2026.
If you’re interested in serving as a local co-host, contributing regional leadership, or collaborating in another way, we’d welcome a conversation. Together, we design each stop to reflect local opportunity while advancing the broader EO Capital Roadmap.
Thank you to our EO Capital Roadmap and Roadshow sponsors:
