Sign up to save your podcasts
Or
Share Alternative Exit #58 | A 40M Owner Vision Through Employee Ownership& EtA | Michael Morosi
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Alternative Exit #58 | A 40M Owner Vision Through Employee Ownership& EtA | Michael Morosi
What if the most powerful way to create employee owners wasn't one company at a time - but through strategic acquisitions?
Michael Morosi is proving that existing employee-owned companies can become acquisition engines that transform entire industries. As Co-Founder of 40 Million Owners and Managing Partner at Southeast Acquisition Capital, he's pioneered a model where ESOPs use M&A to grow, create value, and expand employee ownership at scale.
About the episode:
This conversation dives deep into the mechanics and mindset of ESOP acquisitions. Michael shares his journey from managing $100M in equity funds in Madrid to building Southeast Acquisition Capital from zero to $25M in revenue through strategic ESOP acquisitions. We explore why ESOPs have structural advantages as acquirers, how to build culture across a portfolio of employee-owned companies, and why the upcoming wave of Baby Boomer exits could create 40 million new employee owners. Whether you're running an ESOP considering growth through acquisition or a business owner exploring succession options, this episode reveals a playbook for building sustainable, employee-owned enterprises.
Guest Information:
🔗 Michael Morosi - Co-Founder, 40 Million Owners & Managing Partner, Southeast Acquisition Capital LinkedIn: https://www.linkedin.com/in/michael-morosi/
🔗 40 Million Owners: https://40millionowners.com
🔗 Southeast Acquisition Capital: https://www.southeastacquisition.com
Chapters/Timestamps:
00:00 - Introduction to Michael Morosi
04:32 - From Global Equity Management to Employee Ownership
12:15 - The Birth of 40 Million Owners
18:45 - Why ESOPs Make Excellent Acquirers
27:30 - Southeast Acquisition Capital's Model
35:20 - From Zero to $25M in Revenue Through Acquisitions
42:15 - The Mechanics of ESOP M&A
51:00 - Building Culture Across Multiple Companies
58:30 - The 3LS Acquisition Story
01:04:20 - Vision for 40 Million Employee Owners
About The Alternative Exit:
A podcast exploring employee ownership as a succession planning strategy, hosted by Andy Farquharson of a better monday.
🔗 Host: Andy Farquharson - https://www.linkedin.com/in/andyfarquharson/
🔗 Learn more: https://abettermonday.me
Links & Resources:
- 40 Million Owners website: https://40millionowners.com
- Southeast Acquisition Capital: https://www.southeastacquisition.com
- Michael's article "The Force Multiplier": https://40millionowners.com/2025/03/12/the-force-multiplier/
#EmployeeOwnership #ESOP #MergersAndAcquisitions #SuccessionPlanning #ImpactInvesting #PrivateEquity #BusinessGrowth #EmployeeOwned #CorporateDevelopment #AlternativeExit
View all episodes
By Andy
5
22 ratings
What if the most powerful way to create employee owners wasn't one company at a time - but through strategic acquisitions?
Michael Morosi is proving that existing employee-owned companies can become acquisition engines that transform entire industries. As Co-Founder of 40 Million Owners and Managing Partner at Southeast Acquisition Capital, he's pioneered a model where ESOPs use M&A to grow, create value, and expand employee ownership at scale.
About the episode:
This conversation dives deep into the mechanics and mindset of ESOP acquisitions. Michael shares his journey from managing $100M in equity funds in Madrid to building Southeast Acquisition Capital from zero to $25M in revenue through strategic ESOP acquisitions. We explore why ESOPs have structural advantages as acquirers, how to build culture across a portfolio of employee-owned companies, and why the upcoming wave of Baby Boomer exits could create 40 million new employee owners. Whether you're running an ESOP considering growth through acquisition or a business owner exploring succession options, this episode reveals a playbook for building sustainable, employee-owned enterprises.
Guest Information:
🔗 Michael Morosi - Co-Founder, 40 Million Owners & Managing Partner, Southeast Acquisition Capital LinkedIn: https://www.linkedin.com/in/michael-morosi/
🔗 40 Million Owners: https://40millionowners.com
🔗 Southeast Acquisition Capital: https://www.southeastacquisition.com
Chapters/Timestamps:
00:00 - Introduction to Michael Morosi
04:32 - From Global Equity Management to Employee Ownership
12:15 - The Birth of 40 Million Owners
18:45 - Why ESOPs Make Excellent Acquirers
27:30 - Southeast Acquisition Capital's Model
35:20 - From Zero to $25M in Revenue Through Acquisitions
42:15 - The Mechanics of ESOP M&A
51:00 - Building Culture Across Multiple Companies
58:30 - The 3LS Acquisition Story
01:04:20 - Vision for 40 Million Employee Owners
About The Alternative Exit:
A podcast exploring employee ownership as a succession planning strategy, hosted by Andy Farquharson of a better monday.
🔗 Host: Andy Farquharson - https://www.linkedin.com/in/andyfarquharson/
🔗 Learn more: https://abettermonday.me
Links & Resources:
- 40 Million Owners website: https://40millionowners.com
- Southeast Acquisition Capital: https://www.southeastacquisition.com
- Michael's article "The Force Multiplier": https://40millionowners.com/2025/03/12/the-force-multiplier/
#EmployeeOwnership #ESOP #MergersAndAcquisitions #SuccessionPlanning #ImpactInvesting #PrivateEquity #BusinessGrowth #EmployeeOwned #CorporateDevelopment #AlternativeExit