Perpetuate Capital

About Perpetuate Capital

Perpetuate Capital provides succession and growth capital to small and medium-sized businesses, primarily through ESOP (Employee Stock Ownership Plan) transactions. With decades of experience in the ESOP space, they aim to offer market-rate liquidity options for exiting owners while preserving the legacy of the business and securing the future of employees.

Products & Services

Succession and Growth Capital:Capital solutions for small and medium-sized businesses to facilitate ownership transitions and growth.

ESOP Transactions:Structured transactions using Employee Stock Ownership Plans to provide liquidity for owners while maintaining business legacy.

Structured Equity:Investment approach focusing on tailored equity solutions for businesses.

Feasibility Assessment:Evaluation services to determine the suitability of ESOP or other capital solutions for businesses.

Specialties

ESOP Transactions Succession Planning Growth Capital Structured Equity

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: Funding Round	A: 40000000 MR: - FA: $40 million FAN: 40000000	D: 2023-08-23 FD: 2023-08-23	-

Funding Round Latest

2023-08-23

$40.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

T

Thomas Mallon

Co-founder & Chairman

LinkedIn (Pro only)

B

Brandt Brereton

President

LinkedIn (Pro only)

J

Jon Spear

Founder, Hickory Street Ventures

LinkedIn (Pro only)

B

Bill Dunn

10-year M&A investment banker and investment professional focused on employee trusts

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