Making It Work: How Apis & Heritage Is Closing the Capital Gap in EO Transitions
From Owners at Work by Ohio Employee Ownership Center
August 1, 2025 · 59 min · Season 6 · Episode 3
About this episode
The episode discusses how Apis & Heritage Capital Partners is addressing the capital gap in employee ownership transitions.
SUMMARY: In this episode of Owners at Work , we sit down with Todd Leverette and Kyle Chin-How of Apis & Heritage Capital Partners (A&H)—the 2025 recipient of the John Logue Award in Employee Ownership, which we present annually to organizations making a lasting and transformative impact in the field. A&H is a mission-driven investment firm focused on financing worker buyouts that create 100% employee-owned businesses, particularly for workforces that have been historically excluded from ownership. Todd and Kyle share their personal paths into this work, and how A&H is addressing one of the biggest barriers to employee ownership: the lack of accessible capital for business transitions. We talk about the successful deployment of their first $58 million fund—creating over 450 worker-owners and transferring more than $65 million in enterprise value—and their ambitious goals for Fund II, which has already raised $85 million in its first close. The conversation highlights the emotional weight of their work, lessons from the field, and their long-term vision to help make employee ownership a scalable and mainstream model for succession OTHER INFO: Website…
People in this episode
Guests: Todd Leverette, Kyle Chin-How
Topics covered
- employee ownership
- capital access
- worker buyouts
- business transitions
- investment firms
Keywords
- employee ownership
- Apis & Heritage
- capital gap
- worker buyouts
- investment
Mentioned in this episode
Organizations: Apis & Heritage Capital Partners, John Logue Award, Employee Ownership
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