Our approach

Built to last a hundred years.

Evergreen Fund is inspired by the Evergreen 7Ps® principles of Tugboat Institute: private, profitable companies led by people with a clear purpose, built to adapt and grow for a century or more.

The seven principles

What each one means, and how we try to live it.

Purpose: A compelling reason for existing, a North Star above all else.; Honor what each owner built, and leave it stronger for the people who come next.
Perseverance: The ambition and resilience to pursue that purpose indefinitely.; We plan for the hard years as well as the good ones, and we stay through both.
People First: Take care of the team, and they'll take care of customers, partners, and community.; Teams stay together. Pay grows with the business. Owners who stay share in the profit.
Private: A longer view, confidentiality, and flexibility that exit-driven companies don't have.; No outside fund clock and no investor pushing for a sale. Conversations stay private.
Profit: Not the purpose, but essential to independence, and the truest measure of value delivered.; Profit is reinvested in the companies first, so they never depend on rescue capital.
Paced Growth: The discipline to balance the short and long term and grow steadily every year.; We would rather wait for the right partner than rush the wrong one.
Pragmatic Innovation: New ideas, applied with discipline, in service of the purpose.; Modern systems handle the back office, so people can spend their time on customers and craft.

Principle summaries adapted from Tugboat Institute. Evergreen 7Ps® is a registered trademark of Tugboat Institute.

How a partnership works

It starts with listening, usually long before anything changes.

First
A conversation
We learn what you've built, what matters most to you, and what you want for your people. There's no pitch and no timeline.
Then
Understanding the business
We get to know the team, the customers, and the numbers, and we share what we see honestly, whether or not we end up working together.
Together
A structure built around you
Stay on and share in the profit, step back gradually, or hand over the day-to-day. The arrangement fits your goals, not a fund's.
After
Quiet support
Your name, team, and culture stay. We help in the background with bookkeeping, marketing, systems, and developing the next generation of leaders.

Our long-term marker

$50 million in enterprise value, built one partnership at a time.

We measure ourselves by the legacies we protect. Our long-term marker is $50 million in enterprise value across our companies, earned only by helping them grow and never by cutting what made them special. There's no deadline attached to it.