
Monarch Investment Partners
About
We believe employee ownership is a simple yet powerful idea – empowering employees to think and act like owners drives innovation, productivity, and shared prosperity. When ownership is shared, businesses thrive, communities grow, and wealth is built for generations to come. With deep and personal conviction in these benefits, Monarch Investment Partners provides the capital to make employee ownership a reality. We help businesses, advisors and investors navigate the complexities of Employee Stock Ownership Plans (ESOPs) and strive to expand employee ownership by making ESOPs a viable and preferred transition or exit option for middle market business owners. With decades of expertise in employee ownership and unique financing alternatives, Monarch offers a structure where companies and employees can thrive together – thereby transforming ownership into opportunity and ensuring lasting success for all stakeholders.
Services
- Business Plan
- Business Process Documentation
- EO Communication
- EO Research
- EOT
- ESOP
- Exit Planning
- Feasibility Studies
- Financial Modeling
- Payroll and HR Policies
- Successor Training
- Worker Co-op 101