Deal Close Docs
This document indicates Evergreen's intentions to purchase a company
What is a "Letter of Intention" / an LOI
Four of the investing team
What is the University of California, Berkeley
Not technically a private equity firm, Evergreen Services Group is this type of business.
What is a Holding Company
He is the newest HoldCo leadership team member
Who is John Corley
Sum (years)
if (it was the year Evergreen was founded)
What is 2017
This report is provided by an accounting team and verifies the financial being of a target acquisition
What is a "Quality of Earnings" report / the QofE
Sarah Ahmed
What is USC
This file outlines Evergreen financial performance across the portfolio and at the HoldCo level
What is the Reporting Package / RepPack
This duo makes up Evergreen's expert panel on all things software partners, leading the sourcing and investing focus for Pine
Who are Katie Maley (Sourcing) and Cole Chisolm (Investing)
Sum (undergrad intern ages)
if (they attend UVA)
What is 86 (Sachin -- 21, Montana -- 21, Courtney -- 21, Ze -- 23)
Post close, acquired companies utilizing cash-based accounting must transition to this accounting basis
What is GAAP
Conor Melbourne
What is Princeton
This program hires recent MBA grads and places them in executive roles across the Evergreen portfolio and includes alumni Divya Konoru and Jessica Zhang
What is the Executive in Residence program
These three analysts joined Evergreen in September of 2022
Who are Jabin Chambers, Kellen Liu, and Alex Popke
Count (downstairs headcount)
if (they sit on Investing)
What is 3 (Shiraz, Kunal, and Apop)
This important spreadsheet contains wiring information for each party upon deal close
What is a "Flow of Funds"
Adam Jones
What is UVA
Who is Taz Ridgely
As Evergreen's first investing intern, they've seen it all -- we'll let them tell you the stories
Who is Kunal Malhotra
Sum (the Alpine Fund numbers)
if (they contain / will contain EG I, II, or III)
What is 23 (Fund VI, VIII, and IX)
The process by which the purchase price of a company is renegotiated is colloquially referred to as this
What is a "retrade"
Divya Konuru (MBA)
What is Chicago / Booth
This program is touted as the fastest path to becoming a CEO
What is the Aspiring Executive Program
She's a recent EIR headed to Western Computer
Count (OpCos)
if (HQ'd outside the United States)
What is six (Nucleus, Neolore, Outsource IT, Dyrand, Lodestar, and Starport)