Employee ownership fund spotlights
Upcoming
There are currently no upcoming EO Fund Spotlight events — scroll down to view recordings of our past spotlights.
Past
June 16, 2026 | Virtual
OWNERSHIP CAPITAL LAB PRESENTS:
EO Fund Spotlight: Catalytic capital for employee ownership
As the employee ownership investment field scales, catalytic funds continue to play an essential role in the capital ecosystem — deploying flexible, mission-driven capital to support EO transitions where conventional financing often can’t or won’t. These funds operate with an economic justice mandate at their core: opening pathways to ownership and wealth building for those who have historically had the least access to either. In this EO Fund Spotlight, we’re featuring three national funds whose models are built around this catalytic purpose.
March 26, 2026 | Virtual
OWNERSHIP CAPITAL LAB PRESENTS:
EO Fund Spotlight: Independent sponsors, searchers & new pathways for employee ownership capital
As the field of employee ownership investing grows, independent sponsors and searchers are emerging as a scalable and increasingly important channel for EO investment. Entrepreneurship Through Acquisition (ETA) — spanning traditional search funds and independent sponsor models — has grown rapidly as a pathway for acquiring and operating small and mid-sized businesses, while a growing number of closed-end EO funds are exploring partnerships with searchers as a source of aligned deal flow. This EO Fund Spotlight will examine why independent sponsors represent a compelling and under-tapped pipeline for EO transactions and how EO funds are structuring capital partnerships in this space.
November 6, 2025 | Virtual
OWNERSHIP CAPITAL LAB PRESENTS:
Employee ownership fund spotlight: Next wave of employee ownership investments
Want to learn more about employee ownership (EO) investing? Join this free webinar, our next EO Fund Spotlight, on November 6th, from 11am-12:30pm PT (2pm-3:30pm ET). We’re highlighting two funds that are newer on the scene (and actively raising) that demonstrate the exciting continued growth of the employee ownership investment marketplace, as it continues to attract more fund managers: Monarch Investment Partners (ESOP transitions for middle-market firms); and Liquidus Partners (providing liquidity for selling owners).
July 17, 2025 | Virtual
OWNERSHIP CAPITAL LAB PRESENTS:
Employee ownership fund spotlight: Place-based investing
If you are interested in employee ownership (EO) investing, but don’t know where to begin, or are an EO investor who wants to broaden your knowledge of current opportunities, this educational session is for you!
In our next EO fund spotlight, we lift up a set of funds that are place-based, designed to bring evergreen funding to the needs of the region where they operate, and raising catalytic capital. These and other EO funds all work to address wealth gaps and preserve small businesses and economies throughout the United States.
March 26, 2025 | Virtual
FROM OWNERSHIP CAPITAL LAB:
Employee ownership fund spotlight: 2025 investment opportunities
If you are interested in employee ownership (EO) investing, but don’t know where to begin, or are an EO investor who wants to broaden your knowledge of current opportunities, this educational session is for you!
Meet three EO funds working to address wealth gaps and preserve small businesses and economies across the United States. In this dynamic session, hear from Mosaic Capital Partners, Common Trust and Essential Owners Fund. This session was the first of an ongoing “EO Fund Spotlight” series that will run throughout 2025, co-hosted by Ownership Capital Lab and Francesco Collaborative.
December 12, 2024
FROM OWNERSHIP CAPITAL LAB: Ownership Lens Investing: the employee ownership opportunity
November 21, 2024
FROM OWNERSHIP CAPITAL LAB: Investing in Employee Ownership
It can be hard for investors and advisors to know where to get started with employee ownership investing. This webinar, hosted by Francesco Collaborative and Ownership Capital Lab, helps investors and advisors at many stages understand more of the dynamics of employee ownership investing & hone their sense for what they want to learn next. The recorded session was followed by a private discussion with Philip Reeves, Founding Partner, Apis & Heritage Capital Partners, on their new Legacy Fund II, then a closed door discussion among accredited investors.
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