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Apis & Heritage Capital Partners (A&H) is an investment manager specializing in financing employee ownership transactions. Through its Employee‑Led Buyout (ELBO) model, A&H facilitates the transition of profitable small and medium‑sized enterprises to employee ownership via Employee Stock Ownership Plans (ESOPs).

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How the A&H ELBO Works

CONVERSION

Through our novel Employee-Led Buy Out (ELBO) transaction model, A&H converts profitable companies from private ownership into employee ownership, paying the selling owners a fair price, locking in tax advantages for the enterprise, and ensuring employees will be the future beneficiaries of the company’s success.​

COMPANY CULTURE

We partner with management and the workforce to create a company culture of efficiency, resiliency and empowerment that creates REAL employee-owned businesses that outperform their peers, are more resilient and are more rooted in their communities.

LEARN ABOUT ESOP SOLUTIONS

CRITERIA

We seek enterprises that meet the following criteria:

  • Profitability: 3-10M of EBDITA

  • Workforce: 40 or more employees, large hourly workforces

  • Industry sectors: essential services, manufacturing, construction, logistics, home care, inter alia

Transitioning Ownership,

Investing in the Workforce

ASSETS UNDER MANAGEMENT

$231M+

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WORKER-OWNERS IN PORTFOLIO

1600+

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AUM as of December 31, 2025.

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"Few things can help an individual more than to place responsibility on him, and to let him know that you trust him."
— Booker T. Washington

Capital for Founder Legacy and Worker Dignity

By combining the speed, scale and expertise of private investing with the proven productivity and wealth building power of employee ownership, Apis & Heritage (A&H) Capital Partners is attacking the wealth gap and helping restore dignity, status and the American Dream for low income workers across the country.

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Proud Partners

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© 2026 Apis & Heritage Capital Partners.

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© 2025 Apis & Heritage Capital Partners.

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