Season 7, Episode 2

Owners at Work Podcast

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Episode 2: Indie CoRise Capital: A New Investment Model for Employee Ownership

Drew Larson and Brittany Brown of CoRise Capital join the Owners at Work podcast to break down their new investment fund's innovative approach to employee ownership: acquiring promising companies through traditional purchase deals, then transitioning them to ESOPs within three to five years. The catch? Their investors are exclusively 100% S-corp ESOPs. They explain how they support founders and employees through the transition, what sets their model apart from conventional private equity, and how they plan to engage selling owners, investors, and future employee owners. The conversation also touches on the succession planning crisis facing small business owners nationwide and the role they see CoRise playing to address it.

Episode SPONSOR

Eide Bailly

About the Podcast

The Owners at Work Podcast is a continuation of the biannual Owners at Work Newsletter which ran for 19 years (1990-2019). We are hoping to continue the same conversations and focus on providing updates on everything employee ownership. We plan to interview practitioners with expertise in different facets of employee ownership, academics doing new and interesting research, and most importantly, individuals who have a personal experience with employee ownership, including current and former employee-owners, mid-level to C suite management, and selling owners.

We Want to talk to YOU!

We want to produce a show that engages with relevant questions and provides practical lessons and information. We want this podcast to include the voices of those who practice employee-ownership each and every day. To that end we want to hear from you! We want to highlight what you are doing, whether you are an employee-owned company, a practitioner, or researcher.

***Please reach out via email: oeoc@kent.edu

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