OwnersEdge

Venture Capital and Private Equity PrincipalsUnited States201-500 Employees

We buy and grow healthy businesses while protecting the legacy, culture, and value that made them successful. Based in Waukesha, Wisconsin, OwnersEdge is a mid-market, 100% employee-owned ESOP holding company with a proven record of acquiring, growing, and holding companies for the long term. Our ready-made ESOP succession solution offers business owners a seamless, tax-advantaged, and culturally aligned way to transition their business with confidence.

We work with privately held, family-owned, and pre-existing ESOP companies across diverse industries. Each portfolio company gains access to strategic shared services in finance, HR, IT, legal, risk management, and marketing. This support allows leaders to focus on innovation, customer success, and operational excellence while strengthening their company’s long-term position.

Why sellers choose OwnersEdge:
• Proven acquisition process with LOIs that stick
• Immediate liquidity options without seller notes
• In-house ESOP expertise with fiduciary governance
• Long-term growth model focused on buying, holding, and growing businesses
• Exceptional culture that unites diverse industries under one vision: Different companies. Same dream.

Our success is powered by more than 300 employee owners who live our motto, “Owning It.” Guided by our purpose of providing employee owners a pathway to their American Dream, their dedication drives growth, builds ESOP value, and delivers lasting benefits for customers, employees, and communities.

Learn more about our ready-made ESOP model at: ownersedge.com

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