We recently secured our future as an independent business by transitioning to an Employee Ownership Trust (EOT).
Under the new EOT structure, 90% of Middleton Advisors is now held in trust on behalf of our employees, with founders Mark Parkinson and Tom Hudson each retaining a 5% stake and remaining in full control of Middleton’s strategic direction. With no external shareholders and no risk of sale to a third party – we have committed to retaining our independence and giving members of the team a stake in the company’s success.
“The Employee Ownership Trust model has been specifically adopted as the best means to preserve our culture, values, and client-first ethos, and to cement our position as the leading property advisory firm that is both wholly independent and employee-owned.” Mark
The Employee Ownership Trust is represented by a Trust Board – comprising Juliette Stacey, Chris Eadie, and Mark Parkinson – who provide oversight of the management team and will ensure the business is consistently run in the best interests of stakeholders including employees and clients.
“We founded Middleton Advisors to be independent, client-focused, and free from outside influence,” says Mark. “The EOT model safeguards that independence for the long term while rewarding the people who are integral to our success.”
“Tom and I are as committed as ever to leading the business, and building long-term relationships with our clients. We’ve always aimed to deliver sustainable, long-term growth and – after exploring a range of options – we concluded that the EOT model is the best way to achieve that.”
Tom adds: “This has been a step forward for the whole business. Our clients can be confident that our values, approach, and service will remain the same as we move forward.”