The Fund for Employee Ownership is housed at the Evergreen Cooperative Development Fund, a 501(c)(3) directed by Jeanette Webster, Evergreen’s Chief Investment Officer and is managed by Brett Jones, the Executive Vice President of Evergreen Business Services, both part of the Evergreen Cooperative Corporation.
CEO, Evergreen Cooperative Corporation
John oversees day-to-day operations and is responsible for ongoing business planning and the evaluation of new service offerings for the Evergreen Cooperative Corporation business units. McMicken has 20 years of experience in technology services, having held senior-level positions in business development and operations management.
Chief Investment Officer, Fund for Employee Ownership and Evergreen Business Services
Jeanette oversees Evergreen’s Fund for Employee Ownership, which supports good?sustainable?jobs through?acquiring and?converting companies to employee-owned organizations.?She has served in senior finance positions in major manufacturing and service companies, including as CFO.?She has years of mergers and acquisition experience, having overseen acquisitions in 17 countries. A native of the United Kingdom, Jeanette earned her bachelor’s degree from the University of Windsor, in Windsor, Ontario, and an MBA from Ashland University in Ohio.?She is a Certified Public Accountant and a Certified Financial Planner.
Senior Vice President, Fund for Employee Ownership and Evergreen Business Services
Brett is a veteran small business manager and serial entrepreneur, who has spent nearly three decades as a business and community leader in Northeast Ohio. ?Brett is focused on the growth and development of the Fund for Employee Ownership. When not helping companies convert to an employee-owned structure, he is supporting Evergreen’s existing portfolio of cooperative businesses or leading other cities through the adaptation of Evergreen’s anchor institution-based model of economic inclusion and community wealth-building. A Fulbright Fellow, Brett is a graduate of The Ohio State University and holds an MBA from The Keller Graduate School of Management.
Senior Strategy Advisor, Fund for Employee Ownership
Jessica is a national employee ownership business strategist, who focuses on the unique role of capital to drive scale. ?She advises cities, grant-makers, and investors on cutting-edge models to expand economic opportunity through employee ownership and is deeply involved in the research and development of innovative, on-the-ground employee-owned business development and financing models. ?Jessica is the CFO and Director of Employee Ownership Programs at The Democracy Collaborative and serves as Senior Strategy Advisor for The Fund for Employee Ownership. She has a background as an entrepreneur and investment analyst, holds an MBA from the University of Notre Dame, is a Certified ESOP Fiduciary, and is a Research Fellow at Rutgers University Institute for Employee Ownership and Profit Sharing. ?Her work on the role of Capital in scaling Employee Ownership has been fundamental in the design and launch of TFEO.
Advisory Board Members
Anne Claire Broughton
Principal,?Broughton Consulting, LLC
Anne Claire Broughton is Principal of?Broughton Consulting, LLC, a firm which helps organizations engage employees at all levels for business success through open book management, employee ownership, and healthy organizational cultures. Broughton is active with efforts to educate retiring business owners and their advisors about the possibility of employee ownership as an exit strategy, and she is?a contract open book management coach with?The Great Game of Business.
President, Growth Opportunities Partners
Michael has spent his career enhancing organizational structure, increasing organizational visibility and improving performance. Prior to helming Growth Opps, he worked with established and respected leaders in the financial services industry including KPMG, McDonald Investments, Morgan Stanley, National City Bank and KeyBank. Michael brings a wealth of business knowledge to Growth Opps including healthcare consulting, tax, wealth planning, retirement, investment research and securities selection, portfolio management, small business, municipal and non-profit finance, cash management, sales and credit training and strategic planning.
Senior Vice President Asset Management, Nirvana Analytics
Prior to joining the Nirvana team, Erica worked in the hospitality industry for 25+ years. She provided market leadership and functional expertise while ensuring business goals were met. She focused on revenue analytics, organizational development and scalability, market deployment and strategy, performance improvement, customer strategy and marketing. Erica’s focus at Nirvana Analytics is aligning strategies with client objectives and debt restructuring.
Director, Blue Point Capital Partners
Jim joined Blue Point Capital Partners in 1991. Before joining the group, Jim held various positions with Citicorp in the Leveraged Capital, Investment Banking and Venture Capital Groups.
Jim earned a B.S. in Psychology from Pennsylvania State University and an M.B.A. from the University of Pittsburgh.
Principal, Mosaic Capital Partners
Ian has more than 12 years of private equity, investment banking and operating experience focused primarily on the lower middle market. Most recently Ian was CFO of Immaculate Baking Company where he helped drive substantial revenue and EBITDA growth and then led a successful exit to a multi-billion food and beverage company. Previously he was a Vice President at?Dogwood Equity,?a Mosaic Capital Partners affiliate, where he was involved in all aspects of the business including deal origination, deal screening, deal execution and portfolio monitoring. Ian has spent his entire career focused on lower middle market companies as a private equity investor, investment banker, and operator.
Director, Center for Impact Finance, Carsey School of Public Policy
Michael Swack is a professor at the Carsey School of Public Policy at the University of New Hampshire where he directs the Center for Impact Finance and the Master’s Program in Community Development, a program designed for adult practitioners.?? He has been involved in the design, implementation and management of a number community development lending and investment institutions both inside and outside the United States. He was the first Chairman of the New Hampshire Community Development Finance Authority (CDFA), a state-chartered equity fund for community economic development ventures and projects. He is the founding president and a current board member of the New Hampshire Community Loan Fund. He was a founding board member of the Opportunity Finance Network. In 2000 he founded, and continues to direct, the Financial Innovations Roundtable, a program that promotes new approaches and policies designed to build the field of community development finance and increase access to capital for community development intermediaries.
Partner, Epoch Pi Investment Banking
William W. Vogelgesang is a co-founder of EPOCH Pi, an investment banking company serving purpose-based or impact companies—businesses that exist to provide financial as well as a social returns while endeavoring to creating value for all stakeholders.? He has experience in a broad array of businesses as well as all areas of capital formation and realization. Bill serves on a number of corporate and non-profit boards, and previously worked for 14 years at Candlewood Partners, a middle market investment bank, and South Franklin Street Partners, its private equity affiliate, where he was a cofounder.? He spent seven years as a Managing Director and Principal of Brown, Gibbons, Lang & Company. He served as Chairman of BGL’s Management Committee and was active in corporate finance, mergers and acquisitions, and restructurings.? Prior to that, Bill spent three years as a Principal and the Chief Financial Officer of a hazardous waste recovery and recycling company. Bill is Chairman of Conscious Capitalism of Northeastern Ohio.