Apis & Heritage Capital Partners

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APIS & HERITAGE

Capital Partners

NEW: LEGACY FUND I 2023 IMPACT REPORT

OUR APPROACH

Investors with competitive risk-adjusted returns and a lasting positive impact for working people

Business Owners with a fair price upfront for their business, broad strategic advice for the company, and a true legacy with employees and their community

Workers of Color in essential industries with the most powerful wealth building tool in our nation - equity in a thriving business

Local communities with stable and growing employers and community wealth creation

The A&H Employee-led Buyout (ELBO©) approach provides:

"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 equity with the proven productivity and wealth building power of employee ownership, Apis & Heritage (A&H) Capital Partners is attacking the racial wealth gap and helping restore dignity, status and the American Dream for low income workers across the country.

Thinking of Selling Your Business and Want to Learn More?

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VISION

The Impact of Ownership

Employee ownership creates measurable, positive impacts on business performance.

It is also a critical tool in fighting wealth inequality, allowing regular working people to benefit from the productivity of their companies.

Business Growth

Company sales, employment, and productivity increase by more than 2% per year after implementing an ESOP
Businesses with an employee ownership model, including through an ESOP, have higher profit margins over time and are more resilient in downturns
100% ESOP-owned S-corporations do not pay Federal and often State taxes, which increases the business’s cash flow after transitioning to employee-ownership.

For more great data on the power and profitability of employee-owned companies, click here.

Worker Outcomes

Millennial workers at ESOP companies have 33% higher median income from their wages when compared to millennial workers at non-ESOP companies
Most employees at an ESOP report higher job satisfaction and a greater sense of purpose, recognizing that their contributions are benefitting the company which benefits them
The employee ownership model and A&H’s management philosophy give workers input in company decisions

Fighting Inequality

During the COVID-19 pandemic, ESOP companies were between 3 and 4 times more likely to retain staff — keeping more money in employees’ hands and in the economy
Low/moderate-income workers in an ESOP have account values ranging from $15,000 to $6 million, with a median value of $165,000. By contrast, the typical American household has just $17,000 in savings
Low- and moderate-income workers in an ESOP closest to retirement (ages 60 to 64) have 10 times more wealth than the typical American in that age group

How the A&H ELBO Works

Through our novel Employee-Led Buy Out (ELBO) transaction model, A&H converts profitable companies from private ownership into 100% 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.

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.

We seek enterprises that meet the following criteria:

Profitability: $2-6M of EBITDA
Workforce: 40 or more employees, where at least a third (⅓) of the workforce are Black, Indigenous or People of Color (BIPOC)
Industry sectors: essential services, manufacturing, construction, logistics, home care, inter alia

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