Investcorp Joins Forces with Ownership Works for Employee Wealth Building

Deal News | Nov 25, 2024 | Investcorp

Investcorp, a significant player in global alternative investments, announced a partnership between its Strategic Capital Group (ISCG) and Ownership Works, aiming to promote employee ownership and wealth building. ISCG becomes the first GP-staking affiliate of Ownership Works, a non-profit focused on enhancing employee wealth through broad-based ownership. This collaboration seeks to expand employee ownership within the private equity space, particularly in the US middle market. ISCG, known for investing in minority stakes of alternative asset managers, manages $1.6 billion and has made 12 investments since its 2019 inception. The partnership aligns with Ownership Works’ objective to generate $20 billion for employees by 2030, focusing on workers from low to moderate-income and diverse backgrounds. Both entities are committed to fostering shared ownership to enhance business success and employee prosperity.

Sectors

  • Private Equity
  • Nonprofit Sector
  • Human Resources

Geography

  • United States – The initiative focuses on broadening employee ownership within the US middle market and generating wealth for American workers.

Industry

  • Private Equity – The article discusses Investcorp's involvement in minority interest acquisition in alternative asset managers and their GP-staking strategy.
  • Nonprofit Sector – Ownership Works, a nonprofit organization, is central to the article's discussion on employee ownership programs.
  • Human Resources – The article focuses on employee ownership and wealth-building programs, aligning with human resources objectives of improving employee engagement and financial well-being.

Financials

  • $1.6 billion – Assets under management by Investcorp's Strategic Capital Group.
  • $20 billion – The wealth aimed to be generated by Ownership Works for employees by 2030.

Participants

NameRoleTypeDescription
InvestcorpPrivate Equity FirmCompanyA global alternative investment firm partnering with Ownership Works through its Strategic Capital Group.
Strategic Capital Group (ISCG)Investment GroupCompanyPart of Investcorp, ISCG focuses on acquiring minority stakes in alternative asset managers.
Ownership WorksNonprofit OrganizationCharityA nonprofit focused on implementing employee ownership programs to build wealth.
Anthony ManiscalcoPartner and Head of ISCGPersonExpressed enthusiasm about the partnership with Ownership Works to promote employee ownership.
Tim OsnabrugInvestment Partner at ISCGPersonSupports the partnership with Ownership Works for advocating employee equity programs.
Ravi ThakurGP Development Partner at ISCGPersonAdvocates for employee equity programs in partnership with Ownership Works.
Anna-Lisa MillerExecutive Director at Ownership WorksPersonWelcomes ISCG as a partner to create more equitable ownership structures.