Monarch Investment Partners
Katie (Velotta) Kimble, CAIA, is a seasoned finance professional with extensive experience in private investment and equity. As a Partner and Co-Founder at Monarch Investment Partners since March 2025, Kimble focuses on facilitating employee ownership through Employee Stock Ownership Plans (ESOPs). Prior experience includes serving as Managing Director of Investments at Fundamental Income, where strategies targeted capital solutions for middle market businesses. Additionally, Kimble held the position of Vice President at RiverGlade Capital, concentrating on healthcare-focused buyouts. Previous roles at Mesirow Financial, Graham Partners, American Capital, and PricewaterhouseCoopers enhanced Kimble’s expertise in private equity, real estate investment, and auditing. Kimble's academic qualifications include an MBA and a Master's in Accountancy from Villanova University, accompanied by a Bachelor's degree in Accounting, Marketing, and International Business.
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Monarch Investment Partners
We believe employee ownership is a simple yet powerful idea – empowering employees to think and act like owners drives innovation, productivity, and shared prosperity. When ownership is shared, businesses thrive, communities grow, and wealth is built for generations to come. With deep and personal conviction in these benefits, Monarch Investment Partners provides the capital to make employee ownership a reality. We help businesses, advisors and investors navigate the complexities of Employee Stock Ownership Plans (ESOPs) and strive to expand employee ownership by making ESOPs a viable and preferred transition or exit option for middle market business owners. With decades of expertise in employee ownership and unique financing alternatives, Monarch offers a structure where companies and employees can thrive together – thereby transforming ownership into opportunity and ensuring lasting success for all stakeholders.