We love data. In fact, The Stakehold’s first research project was compiling a database of purpose trusts in the US. This is our next data project—a list of ownership economy mergers, acquisitions, conversions, transitions, and foundings.
We are also experimenting with a paywall for the first time. Upgrading your subscription will get you access to prior deals—so far, through 2026. We will add more months and/or more detail as we learn from you what is useful.
If you see a deal missing, let us know!
Ownership Economy Deals
August 2026
Black Tomato (NY) luxury tour operator → 75% employee ownership trust
LockData Technologies (PA) a software company → employee ownership trust
EPS Group (AZ), a civil engineering firm → ESOP through funding by East West Bank
Roppe Holding Company (OH) → ESOP
Pittsburgh Progress (PA) → worker cooperative News organization
Southern Shade Tree (SC) acquired Atlantic Coast Landscaping (NC)
Mosaic Capital Partners (NC), invested in Southern Shade Tree Co. (SC), creating an Employee Ownership Trust
Gentle Strength Herbal Co-op (RI) → worker cooperative
DLR Group (NE), an ESOP, acquired McFarlane Architects (CA)
Horner & Shifrin (IL), an ESOP, acquired traffic engineering firm O’Neil & Company (UT)
KKR acquired healthcare manufacturer Integer (TX) → broad-based incentive plan
July 2026
Boat manufacturer Grady-White (NC) → purpose trust ownership
Veterinarian Windsor Animal Clinic (CT) → direct employee ownership
Chemical manufacturer ETNA Products (OH) → ESOP
Restaurant Pidgin Cooperative (WA) → worker cooperative
Construction company Richard (IL) → ESOP
Grocery chain Decker’s Market → ESOP
Armstrong Garden Centers (CA), an ESOP, acquired Pike Nurseries (GA)
Gemini Industries (OK), an ESOP, acquired Industrial Coating Solutions (WA)
Candy store b.a.Sweetie (OH) → ESOP
EPS Group (AZ, CO) → ESOP
Organic Remedies (PA) → ESOP
Taylor Automotive Family (OH) → ESOP
Miller-Valentine Group (OH) → ESOP
Rayser Holdings (IA), an ESOP, acquired Memorials by Michael (IA)
North Arrow ABA (MI) → ESOP
ROST (MO) → employee ownership trust
Healthcare consultancy Costello Medical (🇬🇧) → employee ownership trust
Design firm Dalziel & Pow (🇬🇧) → employee ownership trust
Psychotherapy firm MCM Collaborative (NY) → worker cooperative
Cleaning company Churchill (🇬🇧) , an employee ownership trust, acquired Principle Cleaning Services