Helpful Capital
Helpful Capital
Investing In Employee Ownership
Investing In Employee Ownership
We Are NOT a Private Equity Firm
We Help Employees Buy The Businesses Where They Work
What Do We Do
We help founder and family owned business transition to employee ownership.
Financing
We provide debt financing for employees to purchase the businesses where they work. Employees own the company through a trust caled an Employee Stock Ownership Plan (ESOP).
Tax Minimizing Liquidity
We partner with founders and their families to sell their businesses and minimize taxation. Owners can retire or continue to operate the business if it makes sense.
Management Services
We facilitate the transition to 100% employee ownership and give employee-owners the tools, network, and knowledge to grow their businesses.
Businesses We Work With
We leverage our unique experience to provide services that smooth the path to employee-ownership.
We work with profitable businesses in essential industries powered by great employees.
Solar Installers
Rooftop solar is one of the most cost efficient ways for the US to battle climate change. We want to ensure the workforce driving the green transition reaps the rewards.
Mental Health Services
Demand for mental health services is expanding rapidly with no end in sight. We want to ensure a career providing mental health is rewarding for all your employees.
HVAC Installers
One of the easiest, highest ROI ways to reduce emissions is switching to a heat pump. We want to ensure HVAC technicians and their teams enjoy the benefits of electrifying heating & cooling.
Physical Therapy
As America ages, we are going to need more help recovering from injuries. We want to ensure the providers who are helping us get the support they need to.
How We Can Help
We leverage our unique experience to provide services that smooth the path to employee-ownership.
Contracting
Our network and experience can help our partners navigate complex enterprise and municipal sales processes.
Procurement
Our vendor network and experience operating businesses in dozens of states can help our partners work with the best vendors on fair terms.
Technology
Our experience deploying technology in multiple industries can help our partners use technology enabled solutions to solve operational problems.
Human Resources
Our experience recruiting and managing hundreds of employees can help our clients find new talent sources and streamline how they manage them.
About Us
Helpful Capital was started by successful serial entrepreneurs and investors who have scaled businesses in industries including self-storage, healthcare, logistics, media, financial services, and insurance.
We’re not looking for a quick flip. Our model is designed to transition companies to 100% employee ownership and partner with them for the long term.
