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Lumos Debate established a Perpetual Purpose Trust (PPT) holding 100% of its shares to support its goal of operating without an individual shareholder.
Mosaic Capital Partners invested in Southern Shade Tree and established an Employee Ownership Trust as part of the transaction, creating a protected benefit for employees.
LockData has transitioned to employee ownership through an EOT, supporting leadership succession and the software company’s long-term independence.
Rost, Inc., a multigenerational Missouri landscaping company, transitioned to employee ownership through an Employee Ownership Trust (EOT) to help preserve its culture and independence.
P. Terry's Burger Stand has transitioned to employee ownership through an Employee Ownership Trust (EOT) and introduced profit sharing for 1,800 employees across 38 Texas locations.
Signature Vacuum introduces employee ownership through an EOT, becoming the first in Pennsylvania and creating a flexible path for long-term succession.
RainTech has transitioned to employee ownership through an EOT. Not as an exit, but as a way to formalize how the company already operates.
Guidon, a leading Indianapolis architecture and engineering firm, transitions to an Employee Ownership Trust — becoming Indiana’s first EOT.
