EquityX | Transforming Business Succession Through Employee Ownership

At EquityX, we are not just a company—we are a movement dedicated to reshaping the American business landscape. Our mission is to empower employees by transitioning small and medium-sized businesses into employee-owned enterprises, ensuring these companies thrive while preserving the legacies of their founders.

Our Vision
We aim to generate $15 billion in wealth for employees over the next two decades, creating a lasting impact on economic development and reducing wealth inequality. By acquiring businesses with strong leadership and gradually transferring ownership to employees, we ensure continuity, growth, and innovation.

What We Do
EquityX specializes in acquiring businesses from retiring owners and guiding them through a seamless transition to employee ownership. Our unique model focuses on:
•⁠  ⁠Direct Acquisition: We streamline the process, closing deals swiftly while maintaining the integrity of the business.
•⁠  ⁠Employee Empowerment: We convert employees into stakeholders, giving them equity and a vested interest in the company’s success.
•⁠  ⁠Leadership Integration: Our expert team ensures smooth leadership transitions, supporting new presidents and management teams to drive the business forward.
•⁠  ⁠Legacy Enhancement: We honor and enhance the founder's legacy, ensuring the business continues to grow under employee ownership.

Our Focus
We target businesses across key industries including Professional Services, Healthcare, Information Technology, and Manufacturing. Our geographic focus includes high-growth states like Texas, California, Florida, and New York

Professional Services

Employee Benefits

Manufacturing

EquityX

EquityX's headquarters in San Antonio, United States

Calle 103 serves as a financial hub in Bogotá, focusing on financial management and strategic oversight.

Calle 103

Ran Oz

Luis Felipe Tellez

Eduardo Maldonado Valderrama

Neal Cobb

This department focuses on overarching company strategy and leadership across all functions.

EquityX

Org chart

Teams

Executive Leadership

Offices

EquityX

Org chart

Teams

Executive Leadership

Offices

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