We partner with consumer sector companies built on enduring principles.

Our 100-year horizon creates flexibility for companies and brands to grow across generations.

Principles

What makes us Evergreen?

Stewardship

Our 100-year structure allows us to invest without the traditional constraints of private equity. We deploy our unique capital base responsibly and treat it with intention. We are accountable for each investment we make, and our capital serves to generate returns and deliver value across generations.

Cooperation

We take a holistic approach to growth, providing resources beyond capital to create equity value. 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 are committed to equity value creation across our portfolio in partnership with management teams. Together we emphasize operating rigor to magnify the impact of our capital, while our unique investment horizon provides flexibility to make the best decisions at the right time.

Social Responsibility

Customers and consumers expect increasing levels of transparency and accountability from consumer sector companies. We believe in a powerful alignment between investors and entrepreneurs to develop responsible long term strategies that support equity returns and positive impact on ecosystems.

Portfolio

Where we invest

We seek companies and teams whose motivating principle is to create long term value. As flexible capital partners we offer appropriate investment solutions for a variety of business stages. We primarily seek majority investments in profitable companies with revenues of at least $30 million. We also invest as minority partners, particularly where there is opportunity to increase our investment as the company grows.

Explore our portfolio

Current Portfolio
Credo Beauty is setting a new standard for clean beauty through owned retail and online stores.
Credo Story
Current Portfolio
Smith is the most uncommon name in tea.
Smith Story
Current Portfolio
Alter Eco creates exceptional chocolate with a commitment to full circle sustainability.
Alter Eco Story
Current Investment
Legendary coffee roasters redefining what it means to be a responsible coffee purveyor.
Current Investment
Premium tea house creates unique blends for discerning customers across Europe.
Current Investment
Vegan and traditional ice creams using ingredients perfected by nature, not science.
Realized Investment
A leading clean beauty brand with a team committed to simplicity, authenticity and performance.
Realized Investment
Mighty Leaf crafts whole leaf tea with a commitment to organic sourcing, social responsibility and fair trade. Sold to Peet’s Coffee.
Realized Investment
San Francisco-based wholesale and retail French bakery, sold to Starbucks.

Team

Meet the Team

We are committed to develop a culture where we can do our best work as a team. Each day we’re inspired by the thoughtfulness and commitment of the people on our team and the creativity and determination of entrepreneurs and leaders who create change through their companies.

Our Team

Suzan Canli

General Counsel

Lisa Chang

Accounting Manager

Scott Donohue

Partner

Andrew Fatch

Vice President

David Fife

Partner

Andrea Freedman

Operating Partner

Stephanie Gonzalez

Office & HR Manager

Alan Liu

Senior Accountant

[email protected]

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