Growth equity for conscious consumer brands

We are stewards of capital, committed to growing conscious consumer brands consistent with our entrepreneurial legacy.

Portfolio

Where we invest

We invest in minority and majority positions in companies with revenues of $10mm to $100mm in the following sectors:

• Food & Beverage
• Beauty & Personal Care
• Retail
• Home & Lifestyle
• Apparel
• Pet Products & Services
• Health & Wellness
• Restaurants

Explore our portfolio

Current Portfolio Initial Investment: 2021
Socially-conscious home décor brand that partners with artisans around the globe to craft exceptional pieces.
Current Portfolio Initial Investment: 2014
Credo Beauty is setting a new standard for clean beauty through owned retail and online stores.
Credo Story
Current Portfolio Initial Investment: 2021
Açaí superfood products sustainably sourced to protect the biodiversity of the Amazon Rainforest.
Current Portfolio Initial Investment: 2014
Smith is the most uncommon name in tea.
Smith Story
Current Portfolio Initial Investment: 2017
Alter Eco creates exceptional chocolate with a commitment to full circle sustainability.
Alter Eco Story
Current Portfolio Initial Investment: 2017
Legendary coffee roasters redefining what it means to be a responsible coffee purveyor.
Realized Investment Exited: 2020
Premium tea house creates unique blends for discerning customers across Europe.
Current Portfolio Initial Investment: 2020
Vegan and traditional ice creams using ingredients perfected by nature, not science.
Realized Investment Exited: 2020
A leading clean beauty brand with a team committed to simplicity, authenticity and performance.
Realized Investment Exited: 2017
Mighty Leaf crafts whole leaf tea with a commitment to organic sourcing, social responsibility and fair trade. Sold to Peet’s Coffee.
Realized Investment Exited: 2012
San Francisco-based wholesale and retail French bakery, sold to Starbucks.

Why Evergreen

What makes us Evergreen?

Stewardship

Our 100-year fund structure allows us to invest beyond the constraints of traditional private equity. We deploy our unique capital base responsibly. We prefer to focus on fewer investments, taking the time to understand the details that impact a company, and pride ourselves on being thoughtful, engaged partners.

Cooperation

We take a holistic approach to growth, providing resources beyond capital to create equity value. This includes intangibles like time and patience, two qualities that stem from our commitment to be thoughtful partners as much as effective investors. We share in the challenges and successes of our partners, rolling up our sleeves alongside teams to compound value as we compound growth.

Effectiveness

We help to build strong, profitable companies that harness growth and stand the tests of time. In our partnerships with management teams, we know that operating rigor magnifies the impact of capital for the benefit of all stakeholders. Our flexible investment horizon allows us to make the best decisions at the right time, while our effectiveness as partners is straightforward: be good listeners, speak candidly, be prepared, and share the risks and the rewards.

Social Responsibility

We believe in conscious consumer brands that practice transparency and accountability to the planet and the people who share it while generating profitable growth. We partner to make ESG initiatives an integral part of our strategic planning, and also use an ESG framework developed by our team to understand opportunities and risks for our investments.

Team

Our Team

NextWorld Evergreen cultivates a collaborative team environment, with shared organizational values and a focus on clear goals. We appreciate the thoughtful commitment of the people in our organization and the creative determination of leaders who drive success in our portfolio. Our organization includes investment professionals, finance and operations teams, and a network of operating partners and advisors who provide insight and counsel for our portfolio companies and investment activities.

Investment Team

Scott Donohue

Partner & COO

Andrew Fatch

Vice President

David Fife

Managing Partner

Andrea Freedman

Operating Partner

Seb Lepinard

Managing Partner

Tiffany Obenchain

Partner

Zachary Oseran

Associate

Eric Sipf

Senior Associate

Ryan Williams

Operating Partner

Christina Yu

Vice President

Operations & Finance

Nancy Aquino

Executive Operations & Communications

Stephanie Gonzalez

Office & HR Manager

Alan Liu

Senior Accountant

Antonio Martinez

Executive Assistant & Technology Platforms

Lisa Shih

Controller

Laura Tse

Our Advisors

Frédéric Benqué

Advisor

Stefan Pepe

Advisor and Board Member

Keith Bearden

Advisor

Partner Organizations

[email protected]

836M a Gallery within our San Francisco office is proud to present artists Agnès Guillaume and John Sanborn in conversation with the exhibition All Roads Lead. Guillaume (from Paris and Brussels) and Sanborn (from Berkeley) each show two works contrasting their different approaches to their shared medium of video art. You can schedule a private tour on their website. Photo by Roger Jones