Alternative Exit #66 | Returns & Purpose on a Level Playing Field | Monarch's Katie & Michael

Hi

there, my name is Andy Farquharson and I'm your host on Alternative Exit, the podcast dedicated to educating small business owners about the possibilities, benefits and challenges of transitioning to an employee ownership model.

Did you know that there are over 200 million SMEs around the globe with an owner that will be retiring within the next 10 years? Many of these owners will never actually find a buyer for their business, forcing them to close their doors, wreaking havoc on their employees and the communities.

There is an alternative.

This show will explore different forms of employee ownership and the best practices for a successful transition.

Each episode is going to feature interviews with experts on employee ownership, business owners who have successfully made the transition, and consultants who've helped facilitate these changes.

Okay, now let's get on with the show.

Hello, everybody, and welcome back to The Alternative Exit.

Today, we've got a new special format.

This is the first time we're doing a double interview, bringing together two leaders from Monarch Investment Partners.

So offering a rare dual perspective to explore how capital, leadership, and ownership come together into practice.

And so our first guest today is Katie Kimball.

So Katie comes from a capital markets and investor relationships background, helping to connect institutional capital with these new ownership models and also impact investing.

So Katie, welcome.

And Michael McKinley, he brings deep experience in structuring and executing these transactions to employee ownership, working closely with management, management teams, and the employees through these ownership transitions.

So together, they've formed Monarch Investment Partners, which is an investment firm focused on supporting management buyouts and transitions to employee ownership.

partnering with the leadership and the teams to create these long-term sustainable ownership structures, which every listener to this podcast knows and loves.

So guys, thank you very much for joining The Alternative Exit.

Thank you for having us.

Awesome.

So like, as I mentioned, this is the first ever double episode and it feels particularly fitting given the nature of what you guys do.

Hi

there, my name is Andy Farquharson and I'm your host on Alternative Exit, the podcast dedicated to educating small business owners about the possibilities, benefits and challenges of transitioning to an employee ownership model.

Did you know that there are over 200 million SMEs around the globe with an owner that will be retiring within the next 10 years? Many of these owners will never actually find a buyer for their business, forcing them to close their doors, wreaking havoc on their employees and the communities.

There is an alternative.

This show will explore different forms of employee ownership and the best practices for a successful transition.

Each episode is going to feature interviews with experts on employee ownership, business owners who have successfully made the transition, and consultants who've helped facilitate these changes.

Okay, now let's get on with the show.

Hello, everybody, and welcome back to The Alternative Exit.

Today, we've got a new special format.

This is the first time we're doing a double interview, bringing together two leaders from Monarch Investment Partners.

So offering a rare dual perspective to explore how capital, leadership, and ownership come together into practice.

And so our first guest today is Katie Kimball.

So Katie comes from a capital markets and investor relationships background, helping to connect institutional capital with these new ownership models and also impact investing.

So Katie, welcome.

And Michael McKinley, he brings deep experience in structuring and executing these transactions to employee ownership, working closely with management, management teams, and the employees through these ownership transitions.

So together, they've formed Monarch Investment Partners, which is an investment firm focused on supporting management buyouts and transitions to employee ownership.

partnering with the leadership and the teams to create these long-term sustainable ownership structures, which every listener to this podcast knows and loves.

So guys, thank you very much for joining The Alternative Exit.

Thank you for having us.

Awesome.

So like, as I mentioned, this is the first ever double episode and it feels particularly fitting given the nature of what you guys do.