Portfolio Partner Profile
Apis & Heritage
By combining the speed, scale, and expertise of private investing with the proven productivity and wealth building power of employee ownership, Apis & Heritage (A&H) Capital Partners is addressing the wealth gap and helping restore dignity, status, and the American Dream for low-income workers across the country. A&H is a minority-owned investment manager that specializes in financing employee ownership transactions. The organization facilitates the transition of privately-held companies from retiring owners of small and medium‑sized enterprises to employee ownership via Employee Stock Ownership Plans (ESOP).
Calvert Impact Capital is partnering with A&H to anchor and lead the syndication of a senior debt side-car facility that will be used to provide senior loans to businesses undergoing ESOP transitions from the current owner to the employees of the enterprise. The facility will enhance A&H’s ability to execute its lending model, ensuring a more effective allocation of investor capital and stronger support for mission-aligned transactions.
Featured Impact Story
Impact Story
Apex Plumbing
Operating since 1985, Apex Plumbing Co. is one of the largest providers of residential, commercial, and municipal sewer and water line repair and replacement in the Denver Metro Area. Known as "the underground guys," they have successfully completed tens of thousands of sewer repairs and water line replacements. Apex also performs emergency repair and underground infrastructure rehabilitation for cities and districts and provides excavation services and turn-key surface restoration solutions for concrete, asphalt, and landscaping. Apex currently has a workforce of approximately 50 people, about 50% of whom are Latino.
Impact Story
Accent Landscape Contractors
Accent Landscape Contractors Inc. was incorporated in Texas in 1979. Accent engages in commercial landscaping, irrigation construction work, and maintenance services. As certified Irrigation Specialists and Qualified Commercial Landscape Developers, the Company specializes in large-scale, commercial-grade projects for private, public, and local/state/federal government clients, with a current client base of 70+ active accounts. Accent has a workforce of approximately 120 full-time workers, the majority of whom are lower-income hourly-wage Latino workers.
Small Business
