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100% S-Corp ESOP Holding Company looking to acquire and provide stewardship for businesses and ownership for employees (New England)

Holding Company, Employee Ownership Platform
locationProvidence, Rhode Island, United States
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We are interested in speaking with businesses whose owners are considering a sale and care deeply about preserving their legacy, employees, customers, and long-term culture. While our current strategic focus is Healthcare and Education, we’re always interested in learning about exceptional businesses that may be a strong fit for our employee-owned, 'evergreen" stewardship model.

STEWARDSHIP PATH

STEWARDSHIP PATH

Employee Ownership (ESOP)

BUSINESS VALUES

BUSINESS VALUES

Local / Place-Based Commitment, Responsible Growth, Employee Wellbeing, Transparency & Accountability, Customer Stewardship, Environmental Sustainability, Community Wealth Building, Circularity / Waste Reduction, Equity & Inclusion Commitments

OWNERSHIP IDENTITY

OWNERSHIP IDENTITY

Worker-Owned

Industries of Interest:

  • Manufacturing
  • Education / Training
  • Health & Wellness

Details Of The Buyer

Mission & Vision as an Acquirer:Provide evergreen stewardship for great businesses and employee ownership opportunity to their employees.
Our Culture & People:Evergreen mindset Employee-owned Purpose driven Customer Focused Community Committed
Our Intent as Stewards:Enable owner/sellers a stewardship path for the businesses they created Provide employees with purposeful work and opportunity for personal wealth creation Contribute to and nurture the communities in which we operate Redistribute wealth to working class
Our Experience as Buyers and Stewards:- 13 years as ESOP, providing stewardship to the business founded 73 years ago and sold by family to employees (living/experienced model) - Provide evergreen future for small/medium sized businesses and their employees
Capital Readiness:Capital secured
Stewardship Models We Actively Support:Employee Ownership (ESOP)

What The Buyer is Looking For

Preferred Transaction Type:Full acquisition, Employee ownership transition
Preferred Deal Structure:Asset Sale, Esop, Seller Financing
Target Revenue Range:$5M – $10M, $25M+
Target Employee Range:11–25, 26–50, 51–100
Target EBITDA Range:$500K – $1M, $1M – $3M, $3M – $5M
Target Transaction Timeline:Within 3 months, 3–6 months, 6–12 months, 12–24 months, Flexible / Opportunistic
Intended Hold Period:Indefinite / permanent ownership