# OwnersEdge

> OwnersEdge is a Waukesha, Wisconsin-based, 100% employee-owned holding company that acquires profitable, culture-aligned mid-market businesses and intends to hold them for the long term. Its ready-made ESOP gives sellers a succession path without requiring them to establish a standalone employee stock ownership plan, while portfolio companies retain their identities and gain optional support in strategy, finance, marketing, HR, IT, administration, legal and risk management, and ESOP management.

- **Founded:** 2015
- **Headquarters:** Waukesha, United States
- **Founders:** Lisa Reardon (Founder and Executive Chair)
- **Team size:** More than 400 employee owners across the portfolio as of 2026; the corporate shared-services team is approximately 20-25 people according to third-party company data.
- **Products:** Ready-made ESOP succession solution, Strategic shared services, Long-term capital and growth planning, Diversified ESOP management
- **Notable:** Built a portfolio of six operating companies through ten acquisitions over roughly a decade., Expanded to more than 400 employee owners after the 2026 EmbedTek acquisition., Completed its largest acquisition to date with EmbedTek in March 2026, adding advanced manufacturing and 80 employee owners.

## Products & services

- **Ready-made ESOP succession solution** — Acquires profitable businesses into an existing 100% employee-owned holding-company structure, giving sellers liquidity and employees participation in the shared ESOP without a standalone ESOP setup.
- **Strategic shared services** — Optional portfolio-company support across strategy, finance, marketing, human resources, IT, administration, legal and risk management, and ESOP management.
- **Long-term capital and growth planning** — Provides capital, leadership development and collaborative planning while operating companies retain their identities, leadership and market expertise.
- **Diversified ESOP management** — Pools the performance of multiple independent companies into one employee ownership plan to reduce dependence on any single market or revenue stream.

## Achievements

- Built a portfolio of six operating companies through ten acquisitions over roughly a decade.
- Expanded to more than 400 employee owners after the 2026 EmbedTek acquisition.
- Completed its largest acquisition to date with EmbedTek in March 2026, adding advanced manufacturing and 80 employee owners.
- Reached $100 million in reported group revenue by 2021.
- Founder Lisa Reardon received the Waukesha County Business Alliance's 2021 Don Richards Leadership Award.
- Grew BAYCOM approximately 3.5 times after Rob Dillon joined the business, according to the company's 2026 CEO succession announcement.
- Built an ESOP estimated at approximately $80 million in plan value for nearly 400 employees in a February 2025 industry profile.

## Latest updates

- **2026-06** — OwnersEdge completed a planned CEO succession, naming Rob Dillon sole CEO effective July 1 as Christine Adee retired from day-to-day leadership.
- **2026-03** — OwnersEdge acquired Waukesha-area embedded-computing manufacturer EmbedTek in its largest transaction to date, growing the portfolio to six operating companies and the workforce to more than 400 employee owners.
- **2026-01** — John Hooyman joined as chief financial officer, bringing long experience in employee-owned companies and ESOP financial stewardship.
- **2025-10** — The company marked its 10th anniversary and restated its purpose of providing employee owners a pathway to their American Dream.
- **2024-07** — OwnersEdge acquired Illinois-based Communications Direct, adding 26 employee owners and integrating operations with BAYCOM and Implecho.

## Links

- Website: https://www.ownersedge.com
- LinkedIn: https://www.linkedin.com/company/ownersedge-inc
- Facebook: https://www.facebook.com/OwnersEdgeInc

---

Profile page: https://yespress.io/ownersedge
Published by YesPress — https://yespress.io
Last updated: 2026-08-15