Employee ownership fund spotlights
November 6, 2025
EO Fund Spotlight: Next wave of employee ownership investments
EO Fund Spotlight: Next wave of employee ownership investments
Want to learn more about employee ownership (EO) investing?
In this Spotlight, 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 blends private equity rigor with a commitment to long-term worker prosperity. Co-founders Katie Kimble and Michael McGinley bring deep experience across private equity, hedge funds and ESOP advisory, unlocking growth capital for companies transitioning to employee ownership.
- Liquidus Partners fills a key gap for ESOP-owned firms: liquidity for selling owners, and flexible capital after the sale. Led by Brendan Richardson and impact-investing pioneer Geoff “Chester” Wooley, Liquidus uses private credit to fuel growth and resilience in employee-owned enterprises.
Watch to learn about:
- The story behind two new EO funds and the growth of the employee ownership investing marketplace
- The impact of investing in employee ownership through different models
- Each of these funds’ unique models to address needs in the EO space, including creating new EO companies and addressing a key seller note challenge — liquidity
- How to follow up with each fund if you want to learn more
- How to join the Ownership Capital Lab’s accredited Investors’ Circle to continue engaging with featured EO fund managers