Summary

“Transform Finance is pleased to release a new database for investors interested in Alternative Ownership Enterprises (AOEs). Alternative Ownership Enterprises (AOEs) are firms that significantly shift economic value and decision-making power toward the non-investor stakeholders they impact, such as workers, producers, consumers, community members, or even a non-financial purpose. They include Cooperatives, Employee Stock Ownership Plans (ESOPs), Employee Ownership Trusts (EOTs) and many other models (for more information about AOEs and the models described below, please refer to our report: “Alternative Ownership Enterprises: An Introduction For Mission-Oriented Investors”).

The focus of this database is on funds operating within the United States and Canada. We hope this database provides a helpful starting point for deploying capital in a way that fosters an economy that works for the many, not just for the few.”