State of the Employee Ownership Fund Marketplace
Tracking the evolution of employee ownership investing
The “State of the Employee Ownership Fund Marketplace” is an annual report series that provides a comprehensive snapshot of the emerging and rapidly growing employee ownership investment landscape. These reports offer critical insights into a transformative approach to business ownership and investment and provide:
- An introduction to Ownership Lens Investing
- Why broad-based employee ownership matters
- An overview of investible EO opportunities, including a sizing of the number of funds, current AUM and total they aim to raise
- A breakdown of funds by fund stage, size, type, and target IRR
- Insights into capital gaps and investment opportunities
- Clear calls to action to investors based on the critical roles of different types of capital
Reports available:
2025 State of the Employee Ownership Fund Marketplace:
A fast-emerging market at a critical inflection point for investors, businesses and the broader economy
This report includes an analysis of 29 specialized employee ownership funds representing $865 million in assets under management
Published December, 2024
OWNERSHIP LENS INVESTING: Capitalizing the employee ownership opportunity
This report includes an analysis of 27 specialized employee ownership funds representing $500 million in assets under management