25

YEARS OF EXPERIENCE

about evergreen

Investment Thesis

At Evergreen Growth, we invest in established businesses within stable and growing industries. Our focus is on businesses owned by baby boomers who are nearing retirement, presenting a unique opportunity for acquisition and revitalization.

Our investment thesis hinges on three core principles:

Many established businesses, particularly those in skilled trades, business services, and niche manufacturing, operate below their full potential. These businesses often lack access to modern tools and strategies for scaling operations and maximizing profits.

We leverage our expertise in business operations, marketing, and data analysis to unlock the hidden potential in acquired businesses. We implement modern solutions like:

  • Digital Marketing: Enhance customer acquisition and brand awareness.
  • Operational Efficiency: Streamline processes and optimize resource allocation.
  • Data-Driven Decision Making: Gain valuable insights to improve performance.

By applying modern solutions, we transform acquired businesses into growth engines. This creates a win-win situation:

  • Business Owners: Receive a fair price and a smooth exit strategy.
  • Investors: Enjoy stable returns from businesses positioned for long-term growth.
  • Customers: Continue receiving excellent service from a revitalized company.

Investing in Evergreen Growth offers a compelling proposition: Stable businesses, fueled by modern solutions, poised for significant growth and long-term success.

By the Numbers

The Retiring Wave:

10,000: The estimated number of baby boomers retiring every single day. This translates to a vast pool of established businesses seeking new ownership.

Stable Growth

Skilled Trades: Projected to experience a 10% growth rate by 2030. This translates to a potential market size of over $1.6 trillion in the US alone by 2030.

Business Services: The global business services market is expected to reach a value of over $18 trillion by 2025. This indicates a vast and growing market with consistent demand.

Niche Manufacturing: While specific data may vary, niche manufacturing offers stability with a growth potential of 6-8% annually according to industry reports

Our Advantage

The Investment Advantage:

Evergreen Growth leverages strong fundamentals and modern solutions:

Average Business Age: We target businesses with an established track record, with an average operational history exceeding 15 years.

Technology Investment: We allocate 10% of acquired business revenue towards technology and digital marketing solutions.