Four construction workers in safety gear and reflective vests work with shovels near a pile of dirt in a residential area.

Apis & Heritage

Impact Investments

Highlights

1,500 Worker-owners created through the Apis & Heritage Legacy Fund I

$3M

Investment from the Impact First Fund

Apis & Heritage Capital Partners (A&H) is a private credit and impact investing platform dedicated to building wealth for low- and moderate-income workers through employee ownership. 

As over two thirds of small business owners near retirement without a business succession plan , Apis & Heritage offers a solution: transitioning businesses to employee ownership. 

Since its founding in 2021, Apis & Heritage has deployed over $40 million across six portfolio companies, through its initial fund, the Apis & Heritage Legacy Fund I. The Impact First Fund’s investment will support the Apis & Heritage Legacy Fund II, which will focus on companies within sectors that rely on essential workers, including manufacturing, construction, and landscaping. Our investment aims to scale this innovative model of employee ownership, expand access to wealth-building opportunities, and demonstrate a replicable approach to advancing economic mobility. 

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