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Employee ownership fund spotlights

November 6, 2025 | 11:00 AM – 12:30 PM PT (2:00 PM – 3:30 PM ET) — Virtual

EO fund spotlight: Next wave of employee ownership investments

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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).

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:

Our featured funds & speakers:

Katie Kimble
Partner, Co-Founder, Monarch Investment Partners

Katie is the Co-Founder of Monarch, bringing 20 years of experience in private equity, hedge funds, and real estate. Previously a Managing Director at Fundamental Income and a leader at Mesirow Financial, an employee-owned firm, she has a deep understanding of ownership structures and financial growth. A CPA and CAIA, she holds multiple undergraduate and graduate degrees from Villanova University. Passionate about employee ownership, Katie is dedicated to building lasting relationships and championing success for businesses and their people.

Michael McGinley, Partner, Co-Founder, Monarch Investment Partners

Michael is the Co-Founder of Monarch and a recognized leader in the ESOP industry with over 20 years of experience. Before launching Monarch, he led the ESOP sell-side and capital raise practice at Prairie Capital Advisors, advising business owners, boards, and trustees on ownership transitions, M&A, and valuations. A published expert on ESOPs, he holds an MBA in Finance from Georgia State and a BS from Georgia Tech. With multiple industry accreditations, Michael is deeply committed to helping businesses and their employees build lasting financial success through employee ownership.

Brendan Richardson, General Partner & Co-Founder of Liquidus Partners

Brendan is a serial entrepreneur and a “recovering” Private Equity/VC investor. He has been directly involved with start-ups and high growth companies as a venture capitalist, board member, entrepreneur and limited partner for 30 years. His most recent endeavor is launching Liquidus Partners with his co-founder, legendary Impact Investor Geoff “Chester” Wooley. 

Liquidus is a private credit fund providing liquidity and capital solutions to ESOP-owned middle market companies. Prior to Liquidus, Brendan was a co-founder and the founding CEO of two technology start-ups. He is also an adjunct professor who teaches popular courses in Entrepreneurial Finance and VC investing.

Host: Alison Lingane, Founder, Ownership Capital Lab

Alison is Founder and CEO of the Ownership Capital Lab, which focuses on capital as a growth and scale lever for impact-first employee ownership. The Lab identifies, pilots, and supports the uptake of strategies for financing employee ownership at greater scale.

Host: Katherine Katcher, Director, Capital Mobilization & Action Lab, Ownership Capital Lab

Katherine builds programs and partnerships, drives research, and creates educational programming to move capital into employee ownership and scale the model nationally.

Why attend:

Join our expert group of panelists 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
Watch the recording
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DISCLAIMER: This session is provided for educational purposes only and does not constitute nor should be construed as legal, tax, investment, financial, or other advice. Nothing contained in the session or related materials constitutes a solicitation, recommendation, or offer to buy, or a solicitation of an offer to sell, any securities. Neither Ownership Capital Lab nor Francesco Collaborative has reviewed any of the information for investment purposes, nor can guarantee the accuracy of any information about any fund manager, and does not endorse or recommend any specific manager. Always conduct your own due diligence, or consult a licensed financial advisor or broker before making any and all investment decisions.