Making It Work: How Apis & Heritage Is Closing the Capital Gap in EO 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: https://www.apisheritage.com/
• Staff page: https://www.apisheritage.com/team
• Video: https://www.youtube.com/watch?v=ITHvJVk2Nls

Kyle Chin-How Contact Information:

• Email: [email protected]
• Phone: (718) 969‑4852

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