Riding the Silver Tsunami: Financing the Future of Employee Ownership

Aner Ben-Ami Candide Group

Track

Pathways to Shared Prosperity

Format

The Collaborative Forum ((Up to 3 Facilitators/Speakers))

Speakers

  • NameAner Ben-Ami
  • TitleFounding Partner
  • OrganizationCandide Group
  • NameMatt Ahearn
  • TitleBoard Member / Principal
  • OrganizationAhearn Family Foundation
  • NameKatie Kimble
  • TitlePartner / Co-Founder
  • OrganizationMonarch Investment Partners

Description

Employee ownership is a proven pathway to shared prosperity, but scaling it in the US is constrained by a critical barrier: access to appropriate financing. While many business owners are interested in transitioning their companies, there are still very few lenders available to fund those transitions.

This session will move beyond diagnosing the problem to advancing actionable solutions. Participants will engage with an interactive discussion to explore two strategies: 1) launching new intermediaries to finance employee ownership transitions, and 2) enabling the expansion of employee owned companies through acquisitions

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