Building on the groundbreaking 2024 state-of-the-market report about employee ownership investing, this annual report offers a detailed up-to-date look at the emerging landscape of employee ownership investing—a market poised to reshape how businesses are owned, managed and valued. With $865 million in assets under management, specialized employee ownership funds represent a powerful and rapidly-growing investment approach that can deliver both financial returns and meaningful social impact.

Key highlights:

• Comprehensive analysis of 29 specialized employee ownership funds
• An overview of investible EO opportunities, including a sizing of the number of funds in different return profiles, current AUM and total they aim to raise
• A breakdown of funds by fund stage, size, type, and target IRR
• Insights into a market capable of delivering both financial returns and social impact
• Exploration of how redirecting just 0.01% of private market capital could double the employee ownership investment market

What you’ll discover:

• The current state of employee ownership investing
• Potential to transform business succession and wealth distribution
• Opportunities for investors to create meaningful economic change

Download now to understand how employee ownership investing is becoming a critical strategy for building a more resilient, equitable economy.