Investing Associate

Evergreen; San Francisco (CA); On-site; USD 190,000 - 210,000; Full time

Benefits offered by this job

Medical & dental coverage

Unlimited PTO

401(k) match

Family planning support

Job summary

Evergreen, a San Francisco-based holding company, is seeking an Associate to join the Investing team. The ideal candidate will support deal execution from start to finish, prepare investment memos, build detailed financial models, and coordinate transactions with counsel, investors, and portfolio company management.

This role is based in San Francisco and offers a collaborative, growth-oriented environment.

Qualifications

• 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
• Demonstrated ability and interest in working in a small, entrepreneurial team

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 (due diligence providers, counsel, investors, portfolio company management, etc.)
• Mentor and support junior analysts through early career development

Skills

Investment banking or PE experience

Financial modeling

Accounting and finance

Investing interest

Small team collaboration

Job description

Evergreen 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 150+ 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 50+ 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 $18B+ in AUM.

The Role:

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.

Responsibilities include but are not limited to:

• 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

Qualifications:

Successful candidates will have the following attributes:

• 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
• Demonstrated ability and interest in working in a small, entrepreneurial team

You would be a great fit for this role if:

• 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

Other Information

• Compensation: $195k (base and bonus) plus PIUs (Profit Interest Units)

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion ("DE&I") is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

Equal Opportunity Statement

Evergreen Services Group is proud to be an Equal Opportunity and Afffirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.