2025 State of the Employee Ownership Fund Marketplace
Ownership Capital Lab
Paper · 45 min read · For: Owners / executives
The second annual snapshot of the US employee ownership fund market, building on the 2024 report. It sizes the market, sorts funds by type and explains what they offer. Most useful for owners and advisors looking for financing, and for anyone who needs current figures.
Sign in to see who to ask for it.
Problems it helps with
- I don't know which funds lend to ESOP or EOT deals
- Is there enough capital out there for a deal our size?
- What's mezzanine debt and why does every EO deal mention it?
- I need numbers for a board or foundation presentation
What it covers
- EO fund assets grew to about $865 million across 29 funds
- Types of funds and the capital they provide
- How funds balance financial return and impact
- Where the market is heading
Topics: Ownership models · Reading financials