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Deal Origination Analyst

San Francisco, CA

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, Financial Software, ERP Software Partners and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.

The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. 

Overview 

Evergreen Services Group is a holding company committed to acquiring services companies and becoming a permanent home for them. Our mission is to marry capital allocation with inspired operations to create the world’s best home for businesses and their leaders. We acquire managed IT companies, ERP software partners, and government services businesses. We have a portfolio 100+ businesses across the US, Canada, Australia, New Zealand and the UK. We are looking for a deal origination analyst to help us grow our US inorganic ERP software partner growth engine and find the next best businesses and their leaders to partner with. 

Position Overview 

The day-to-day responsibilities will include: 

  • Identifying and reaching out to business owners via phone, email and in-person 
  • Building, curating and managing our database 
  • Crafting a compelling message and story to business owners as to why they should sell to Evergreen 
  • Speaking confidently to business owners and senior management 
  • Qualifying and analyzing deals based on Evergreen’s investment criteria 
  • Working with key stakeholders and senior management to win the deal and carry it through the diligence process 
  • Working closely with our ERP partner operations team to identify, win and close deals 
  • Attending industry events in sectors of interest for Evergreen 
  • Working with investing and senior management  

Candidates should be excited about a role where they will spend a significant amount of time doing outreach, building relationships and speaking with business owners. They will be owning and driving these relationships forward through email, phone calls, conferences, and responsible for bringing new acquisition opportunities to the table. Candidates will interface with CEOs, Evergreen senior management, and bankers/brokers on a daily basis. They will also be responsible for basic financial analysis and deal qualification. They will work closely with senior management to ultimately negotiate and win deals. Candidates should expect to spend the majority of their time as an analyst owning the early stages of the origination process, outreach, management calls, etc., with opportunity to scale into ownership of the full origination process with elevation post Analyst role. 

Evergreen’s success is predicated on the ability to generate interesting investment opportunities and help add to our family of companies every year. Therefore, Evergreen is looking for a candidate that is excited about the role long-term and helping build the next piece of Evergreen’s legacy. There is a significant amount of upward mobility as well as attractive compensation for a successful deal origination professional. The position offers a long-term career path at Evergreen and direct access to world-class training and mentorship from Evergreen’s leadership team. 

Qualifications 

  • 1-2 years of experience in a role with some form of business development preferred
  • Undergraduate degree with a track record of strong academic and extracurricular performance
  • Strong interest in Private Equity and business development 

Personal Attributes 

  • Enthusiastic, personable, positive attitude, high integrity and humility 
  • Persistent, pro-active, self-motivated 
  • Strong work ethic and demonstrated history of outworking peers 
  • Excellent communication skills 
  • Comfort with autonomy and driving your own work forward 
  • Excited about a small, tight-knit team 
  • Interested in a long-term career at a company that is building to something to last for decades 
  • Interest in value investing  

Compensation 

  • A competitive compensation package including base salary, performance bonus and an excellent benefits package is available. 
  • The salary range for this role is an OTE of 115-140k. 

Location 

  • Candidates must be local, as this role is based in the San Francisco Bay Area.  

Travel 

  • Candidates will be expected to travel around the US to meet with business owners, as well as to conferences and industry events. 

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!

DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN

At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.

Compensation

A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

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