• Zolidar Logo

  • Exit Planning Tools

    • Day Zero Guide
    • Aha Planner

  • Community

    • The Grid
Zolidar Logo

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

FacebookInstagramXYouTubeLinkedIn
Privacy policyTerms of ServiceCookiesAcceptable Use Policy
© 2026 Zolidar, Inc. All Rights Reserved.

👋 Meet Zolid AI

Here to support your company's exit journey — Zolid AI can answer questions and provide insights. Free for now, with fair usage limits.

Your conversations are not shared with others. We may review them to improve Zolid AI.

Zolid AI may provide inaccurate info, so verify responses.

Lenders for Employee Ownership & Business Transitions

Lenders providing debt financing for ownership transitions — leveraged buyout loans for ESOPs, cooperative conversion financing, EOT transaction funding, seller note structures, and working capital lines for businesses undergoing succession.

Join The Grid

SC

Sara Chester

The Industrial Commons
Co Executive Director
—
# EO Advisor

SF

Shea Feehan

California Bank & Trust
First VP, Relationship Manager
—
# Investment Bank

SB

Sheila Bapat

Proteus Fund - RISE Together Fund (RTF)
Senior Program Officer, RISE Together Fund
—
# Impact Investing

SJ

Stephanie James

Sunderland Foundation
Grant Administrator
—
# Philanthropy

SD

Steven Deis

Lazear Capital Partners
—
—
# EO Financing

SC

Susan Collins

Abelard Foundation
Associate Director, Program Delivery at Harvard Business School Executive Education
—
# Philanthropy

SB

Suzanne Benally

Swift Foundation
Executive Director
—
# Philanthropy

SG

Suzanne Geary

The Healy Foundation
Executive Director
—
# Philanthropy

TS

Teresa Sat

Chumash Foundation
Foundation Director
—
# Philanthropy

TM

Toni Moceri

Allied Media Projects
Executive Director
—
# EO Communication

TK

Tony Kaufman

First Merchants Bank
Vice President of Commercial Banking
—
# Merchant Bank

TP

Tracy Palandjian

Social Finance
CEO and Co-Founder
—
# Impact Investing

TS

trellis stepter

Mertz Gilmore Foundation
Senior Program Officer for Climate Change Solutions & Democratic Values
—
# Philanthropy

WH

Wendell Harris

Chicago Community Loan Fund
Principal
—
# Impact Investing

AK

Alexandre Katrangi

Licorne Gulf
—
—
# Impact Investing

AR

Alex Ruetz

ESI Equity
—
—
# ESOP

AW

Andrew Westphal

Northwest Investors
—
—
# Impact Investing

AC

Anitra Cottledge

Headwaters Foundation for Justice
—
—
# DEI

EZ

Eric Zaiman

JPMorganChase & Co
—
—
# Investment Bank

EO

Evren Ozargun

Boston Impact Initiative
—
—
# Impact Investing

JJ

Jasper J. van Brakel

RSF Social Finance
—
—
# Impact Investing

JG

Julie Govreau

GreatBanc Trust Company
—
—
# EO Financing

KA

Kira Abelow

Colorado Solidarity Fund
—
—
# Investment Club

LJ

Lucor Jordan

Colorado Solidarity Fund
—
—
# Investment Club

MW

Mark Weisheipl

BDO USA
—
—
# Middle Market

ML

Mike Leyba

City Life Vida Urbana
—
—
# Philanthropy

NJ

Nicholas J. Francia

UBS Wealth Management
—
—
# Investment Bank

PL

Pablo Limon

Boston Impact Initiative Fund (BII)
—
—
# Impact Investing

WA

William A. Stewart

PCE Investment Bankers
—
—
# Investment Bank

Showing 361 to 389 of 389 results

Previous1...910111213Next

Browse The Grid

Professionals by Role

  • Academic
  • Attorney
  • Business Advisor
  • Business Executive
  • Business Owner
  • Business Valuation Expert
  • Certified Public Accountant (CPA)
  • Exit Planner
  • Registered Investment Advisor (RIA)
  • View all roles →

Organizations by Type

  • Academia
  • Advocacy
  • Business
  • Capital Provider
  • Other
  • Service Provider
  • View all types →

Professionals by Location

  • New York, NY, USA
  • San Francisco, CA, USA
  • Los Angeles, CA, USA
  • Denver, CO, USA
  • Oakland, CA, USA
  • Chicago, IL, USA
  • Boston, MA, USA
  • Austin, TX, USA
  • Browse all professionals →