EvergreenCaseStudyWorkshop(Undergrad)

Evergreen Services Group 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 100+ 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 40+ professionals based in San Francisco who are focused on capital allocation, M the workshop will give students early exposure to how a holding company thinks about sourcing, evaluating, and owning businesses over the long term. Attendees will leave with a clearer understanding of the private equity landscape and the diligence process that drives real investment decisions. Beyond the content itself, the workshop is also an opportunity to build relationships with the Evergreen team and fellow students. For those interested in continuing to engage with us, this program serves as a natural pathway to our 2028 Summer Investing Analyst program. What You'll Experience Opening Keynote: Evergreen's Founder and CEO kicks off the day with the Evergreen story, discussing our origin, core values, forever-hold investment philosophy, and decentralized operating model Midday Case Study: Led by members of Evergreen's investing team, this session combines short presentations on core aspects of our diligence process, including financial statement evaluation, key deal analyses, market assessment, and operational evaluation; students will have the chance to evaluate a real investment opportunity we were presented with Afternoon Presentation: Present your team's investment recommendation to Evergreen professionals and receive live feedback Closing Fireside Chat: An open Q this is an educational program We encourage you to apply even if you feel that you do not meet all of the above qualifi