Investing Associate

Evergreen Services Group•San Francisco, CA

4d•Hybrid

About The Position

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations. The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the ground running by slotting directly into deal teams, supporting the execution of deal processes from start to finish, and supporting the evolution of our capital allocation strategy. This position is based in San Francisco.

Requirements

2 years of investment banking or private equity investing experience
Outstanding financial modeling and analytical skills
Strong understanding of accounting and finance
Passion for investing and learning about new industries
Strong communication skills
Demonstrated ability and interest in working in a small, entrepreneurial team

Nice To Haves

You have a strong will-to-win and get excited by ambiguous, challenging situations
You are resourceful and can find a means to resolution in unfamiliar environments
You value relationship-building and are excited about working with small business owners
You share Evergreen’s values, particularly in the following areas: Coachable: actively pursues feedback & development, Accountable: takes ownership for business performance; answers for challenges/failures, Selfless team-player: puts the mission and teammates ahead of themselves
You are excited about Evergreen’s mission to build the best home for businesses and their leaders

Responsibilities

Perform due diligence, analysis and execution across multiple simultaneous acquisitions
Prepare investment memos and letters of intent; present investment opportunities/findings to team and investors
Construct detailed financial models and returns analyses
Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)
Mentor and support junior analysts through early career development