Case Studies

Stories of  Successful Transitions.

We help companies exit with pride.

How employee ownership drove Clegg Auto's business & people forward
Clegg Auto
June 2025

Clegg Auto: Driving Growth with Employee Ownership

Clegg Auto transitioned to employee ownership with an EOT—doubling profits, increasing pay, and ensuring a future of success.
Berret-Koehler Publishers
June 2025

Berrett-Koehler Publishers: Securing a Legacy of Independence

Find out how Steve Piersanti, founder of Berrett-Koehler Publishers, safeguarded the company's mission-driven culture and his legacy through employee ownership.