Bluebox Employee Ownership: One Year On

January 26, 2024

In the ever-evolving landscape of corporate finance, we believe that innovative structures and strategies are key to staying ahead of the curve. One year ago, we underwent a transformative journey with the implementation of an Employee Ownership Trust (EOT) sale, whereby Bluebox Corporate Finance became an Employee-Owned company. In this blog, we explore how impactful this new implementation has been on the success and future of our business, and highlights what we feel has changed in the year since it has taken effect…



Our decision to transition to an Employee Ownership Trust was not one that was taken lightly. It was primarily aimed at fostering a sense of ownership, empowerment, and collaboration among our talented team of professionals. The EOT structure not only aligns the interests of employees with the success of the company but also provides a unique approach to succession planning and business continuity. 


Fostering a Culture of Ownership: 

One of the most notable changes since the EOT sale has been the palpable shift in our company culture. Employees are no longer just stakeholders; they are now co-owners invested in the success and growth of Bluebox. This sense of ownership has translated into increased dedication, motivation, and a shared commitment to delivering exceptional value to our clients, which is what Bluebox’s mission is truly all about.  


Retaining and Attracting Top Talent: 

The EOT structure has also proven to be a powerful tool for talent retention and attraction. The prospect of ownership and a say in the company’s future has made Bluebox an even more appealing workplace for top-tier professionals in the corporate finance industry. The EOT sale has become a compelling aspect of our employer brand and sets is aside from other companies within the industry.  


Alignment of Interests: 

Collaboration, open communication and a shared vision for the future of Bluebox is essential for business success. Having a stake in the business, we have naturally gained an alignment of interests between the employees and company goals, which in turn, has created a more collaborative and cooperative environment. The individual success of a team member is linked to the success of Bluebox as a whole. 


Enhanced Productivity and Innovation: 

Empowerment has been something sparked by the implementation of the EOT. Employees are also far more likely to contribute innovative ideas and solutions when they feel this way. The EOT sale has sparked a wave of creativity within our team, leading to the development of new service offerings, streamlined processes, and a heightened focus on continuous improvement. This increased innovation has, in turn, benefited our clients by providing them with innovative solutions. 


Financial Performance and Stability: 

A year into the EOT structure, Bluebox has experienced robust financial performance and stability. The shared commitment to success has translated into increased productivity, client satisfaction, and business growth. The EOT sale has proven to be a financially sound and sustainable model for our business.  


The Future: 

As we reflect on the transformative journey of the past year, it’s clear that the decision to embrace an Employee Ownership Trust has been a catalyst for positive change at Bluebox. The integration of this unique ownership structure has not only elevated our company culture but has also driven financial success and innovation. As we look toward the future, the EOT model will continue to be a cornerstone of our business strategy, ensuring that Bluebox remains at the forefront of excellence in corporate finance. 

Get in Touch

For more information, please contact  Tracy KingsnorthCOO at Bluebox.

If you’re interested in further information on a share sale, get in touch with us here.

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