{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/evergreenservicesgroup/jobs/4700411005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4438119005,"location":{"name":"San Francisco, CA "},"metadata":null,"id":4700411005,"updated_at":"2026-05-28T19:32:30-04:00","requisition_id":null,"title":"Deal Origination Professional","company_name":"Evergreen Services Group","first_published":"2026-05-28T15:44:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.evergreensg.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Evergreen Services Group\u0026lt;/a\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M\u0026amp;amp;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 \u0026lt;a href=\u0026quot;https://www.alpineinvestors.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Alpine Investors\u0026lt;/a\u0026gt;, a leading private equity firm focused on the services and software industries with $16B+ in AUM.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Overview\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Evergreen Services Group is a holding company committed to acquiring services\u0026amp;nbsp;companies\u0026amp;nbsp;and becoming a permanent home for them. Our mission is to marry capital allocation with inspired operations to create\u0026amp;nbsp;the world’s best home for businesses and their leaders. We acquire managed IT companies,\u0026amp;nbsp;ERP software partners,\u0026amp;nbsp;and government\u0026amp;nbsp;services companies.\u0026amp;nbsp;We have a portfolio of\u0026amp;nbsp;150+ companies in\u0026amp;nbsp;the US, Canada, UKI and ANZ.\u0026amp;nbsp;We are looking for a\u0026amp;nbsp;San Francisco\u0026amp;nbsp;based deal origination professional\u0026amp;nbsp;to help us grow\u0026amp;nbsp;and lead\u0026amp;nbsp;our inorganic growth engine\u0026amp;nbsp;in a new\u0026amp;nbsp;industry, and\u0026amp;nbsp;find the next best businesses and their leaders to partner with.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Position Overview\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The day-to-day responsibilities will include:\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Identifying and reaching out\u0026amp;nbsp;to business owners\u0026lt;/span\u0026gt; \u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;via phone, email and in-person\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Building our database and relationships in\u0026amp;nbsp;a\u0026amp;nbsp;new technology services industry\u0026amp;nbsp;from the ground up\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Crafting a compelling message and story to business owners as to why they should sell to Evergreen\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Qualifying and analyzing deals based on Evergreen’s investment criteria\u0026amp;nbsp;and building out an investment scorecard for a new industry\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Working with key stakeholders and senior management to win the deal and carry it through the diligence process\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Working closely with\u0026amp;nbsp;other sourcing members\u0026amp;nbsp;to win and close new acquisitions\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Attending industry events in sectors of interest for Evergreen\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Working with investing and senior management team to\u0026amp;nbsp;evaluate and pursue deals\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Candidates should be excited about a role where they will spend a significant amount of time 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\u0026amp;nbsp;management,\u0026amp;nbsp;and bankers/brokers\u0026amp;nbsp;on a daily basis. They will also be responsible\u0026amp;nbsp;for basic financial analysis, deal qualifying and ultimately\u0026amp;nbsp;signing up\u0026amp;nbsp;new acquisitions.\u0026amp;nbsp;This role is a unique opportunity to build out\u0026amp;nbsp;a new operating company from the ground up for Evergreen.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;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\u0026amp;nbsp;role long-term\u0026amp;nbsp;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\u0026amp;nbsp;deal\u0026amp;nbsp;origination\u0026amp;nbsp;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.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;2-5\u0026amp;nbsp;years of experience in a role with some form of business development preferred\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Undergraduate degree with a track record of strong academic and extracurricular performance\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong interest in Private Equity and business\u0026amp;nbsp;development\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Personal Attributes\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Enthusiastic, personable, positive attitude, high integrity and humility\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Persistent,\u0026amp;nbsp;pro-active, self-motivated\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong work ethic and demonstrated history of outworking peers\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Excellent communication skills\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Comfort with autonomy and driving your own\u0026amp;nbsp;work\u0026amp;nbsp;forward\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Excited about a small, tight-knit team\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Interested in a long-term career at a company that is\u0026amp;nbsp;building to\u0026amp;nbsp;something to last for decades\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Interest in value investing\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW66093498 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW66093498 BCX8\u0026quot;\u0026gt;Compensation\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW66093498 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026amp;amp; Benefits\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a competitive base salary with an on-target earnings range of $180k – $200k, inclusive of quarterly activity bonuses and deal-based closing bonuses.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW66093498 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;Evergreen offers a comprehensive benefits package designed to support your wellbeing and professional growth.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Location\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Candidates must be based in\u0026amp;nbsp;San Francisco or willing to relocate to San Francisco to work out of Evergreen’s Headquarters.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Travel\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Candidates will be expected to travel around\u0026amp;nbsp;the US and Canada\u0026amp;nbsp;to meet with business owners, as well as to conferences and industry events across\u0026amp;nbsp;the US and Canada.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;DIVERSITY, EQUITY, \u0026amp;amp; INCLUSION AT EVERGREEN\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Compensation\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; lives and careers.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4020079005,"name":"Sourcing","child_ids":[],"parent_id":null}],"offices":[{"id":4008560005,"name":"Evergreen","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/evergreenservicesgroup/jobs/4670118005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4423167005,"location":{"name":"San Francisco, CA"},"metadata":null,"id":4670118005,"updated_at":"2026-03-09T13:22:18-04:00","requisition_id":null,"title":"Evergreen Case Study Workshop (Undergrad)","company_name":"Evergreen Services Group","first_published":"2026-03-05T16:04:15-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.evergreensg.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Evergreen Services Group\u0026lt;/a\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M\u0026amp;amp;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 \u0026lt;a href=\u0026quot;https://www.alpineinvestors.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Alpine Investors\u0026lt;/a\u0026gt;, a leading private equity firm focused on the services and software industries with $16B+ in AUM.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Evergreen is hosting a full-day case study workshop at our San Francisco office for first-year undergraduate freshmen interested in private equity, finance, and alternative investment strategies.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The day is designed to be an educational experience led by members of Evergreen\u0026#39;s investing team; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;strong\u0026gt;2028 Summer Investing Analyst program\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Experience\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Opening Keynote:\u0026lt;/strong\u0026gt; Evergreen\u0026#39;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Midday Case Study:\u0026lt;/strong\u0026gt; Led by members of Evergreen\u0026#39;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Afternoon Presentation:\u0026lt;/strong\u0026gt; Present your team\u0026#39;s investment recommendation to Evergreen professionals and receive live feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Closing Fireside Chat:\u0026lt;/strong\u0026gt; An open Q\u0026amp;amp;A with members of our investment and operations teams about careers in finance, PE, and beyond\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Who Should Apply\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Current \u0026lt;strong\u0026gt;first-year undergraduate students,\u0026amp;nbsp;\u0026lt;/strong\u0026gt;graduating in Winter 2028 or Spring 2029\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Students with an interest in \u0026lt;strong\u0026gt;finance, investing, business, or economics\u0026lt;/strong\u0026gt; — no prior experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Curious, collaborative, and eager to learn in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Located in or able to travel to the \u0026lt;strong\u0026gt;San Francisco Bay Area\u0026lt;/strong\u0026gt; for the day\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Logistics\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Date:\u0026lt;/strong\u0026gt; Friday, April 24\u0026lt;sup\u0026gt;th\u0026lt;/sup\u0026gt;, 2026\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Format:\u0026lt;/strong\u0026gt; In-person, full-day event\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026lt;/strong\u0026gt; Evergreen SF Office (555 Montgomery St San Francisco, CA 94111)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Meals:\u0026lt;/strong\u0026gt; Breakfast and lunch provided\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation:\u0026lt;/strong\u0026gt; Unpaid; this is an educational program\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;DIVERSITY, EQUITY, \u0026amp;amp; INCLUSION AT EVERGREEN\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Compensation\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; lives and careers.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4020080005,"name":"Investing","child_ids":[],"parent_id":null}],"offices":[{"id":4008560005,"name":"Evergreen","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/evergreenservicesgroup/jobs/4587472005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4384099005,"location":{"name":"San Francisco, CA"},"metadata":null,"id":4587472005,"updated_at":"2025-09-09T17:28:41-04:00","requisition_id":null,"title":"Investing Associate","company_name":"Evergreen Services Group","first_published":"2025-07-17T16:31:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.evergreensg.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Evergreen Services Group\u0026lt;/a\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M\u0026amp;amp;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 \u0026lt;a href=\u0026quot;https://www.alpineinvestors.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Alpine Investors\u0026lt;/a\u0026gt;, a leading private equity firm focused on the services and software industries with $16B+ in AUM.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Role:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the ground running by slotting directly into deal teams, supporting the execution of deal processes from start to finish, and supporting the evolution of our capital allocation strategy. This position is based in San Francisco.\u0026lt;strong\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Responsibilities include but are not limited to:\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Perform due diligence, analysis and execution across multiple simultaneous acquisitions\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare investment memos and letters of intent; present investment opportunities/findings to team and investors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construct detailed financial models and returns analyses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and support junior analysts through early career development\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Qualifications:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Successful candidates will have the following attributes:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 years of investment banking or private equity investing experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding financial modeling and analytical skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of accounting and finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for investing and learning about new industries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability and interest in working in a small, entrepreneurial team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;You would be a great fit for this role if:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;You have a strong will-to-win and get excited by ambiguous, challenging situations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are resourceful and can find a means to resolution in unfamiliar environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You value relationship-building and are excited about working with small business owners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You share Evergreen’s values, particularly in the following areas:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Coachable: actively pursues feedback \u0026amp;amp; development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Accountable: takes ownership for business performance; answers for challenges/failures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Selfless team-player: puts the mission and teammates ahead of themselves\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;You are excited about Evergreen’s mission to build the best home for businesses and their leaders\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Other Information\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Location: San Francisco (Hybrid)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Compensation: $195k (base and bonus) plus PIUs (Profit Interest Units)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;DIVERSITY, EQUITY, \u0026amp;amp; INCLUSION AT EVERGREEN\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Compensation\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; lives and careers.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4020080005,"name":"Investing","child_ids":[],"parent_id":null}],"offices":[{"id":4008560005,"name":"Evergreen","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/evergreenservicesgroup/jobs/4377051005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"education":"education_optional","internal_job_id":4267864005,"location":{"name":"Australia/ New Zealand"},"metadata":null,"id":4377051005,"updated_at":"2025-09-09T17:28:41-04:00","requisition_id":null,"title":"Operating Executive - ANZ","company_name":"Evergreen Services Group","first_published":"2024-02-26T19:24:36-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.evergreensg.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Evergreen Services Group\u0026lt;/a\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M\u0026amp;amp;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 \u0026lt;a href=\u0026quot;https://www.alpineinvestors.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Alpine Investors\u0026lt;/a\u0026gt;, a leading private equity firm focused on the services and software industries with $16B+ in AUM.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Operating Executive\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Unique Leadership Opportunity within a Australia or New Zealand - based Operating Company\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;These roles will be in Tasmania, Queensland, and Victoria.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The Opportunity:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for Operating Executives to take on high-impact leadership roles within new businesses acquired as part of Evergreen’s expansion into the ANZ Market. After successfully building the largest platform of Outsourced IT, Managed Service Providers (MSPs) in North America, we have made our first acquisitions in ANZ, where we are excited to build a world-class services platform. Operating Executives will be responsible for driving organic EBITDA growth and recurring revenue at an operating company through active management and strategic leadership. We believe leadership talent is a key lever to a company\u0026#39;s performance and are seeking Operating Executives to inspire the highest levels of performance, followership, and employee engagement within their company.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We primarily hire first-time CEOs into our operating companies and are seeking individuals who are ready to step up to the challenge and opportunity. The ideal candidate will be able to make difficult trade-off decisions between growth and profitability, hold teams accountable to budgets and targets, and create a winning environment of support and success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;With determination and persistence, Operating Executives should be willing to attack tough problems, skillfully analyze and identify root causes and partner with the leadership team to come up with actionable solutions that drive businesses growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;P\u0026amp;amp;L Ownership:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute strategic plans to achieve financial targets, such as year-over-year monthly recurring revenue growth and year-over-year annual EBITDA growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and analyze financial performance, identifying areas for revenue growth and cost-saving opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and present financial reports, budgets, and forecasts to senior leadership and stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong command of P\u0026amp;amp;L and key levers that drive impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan and execute long-term vision that drives sustainable growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial discipline to drive growth in a cost-effective manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Makes effective ROI resource-based decisions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sales and Business Development:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive revenue growth through effective sales strategies, market analysis, and client relationship management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain strong relationships with key clients and partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Involvement in local organizations and business development groups, such as the Chamber of Commerce.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously assess market trends, competitive landscapes, and customer needs to adapt and refine sales strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or ability with selling and closing on new logo.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or ability to institutionalize sales \u0026amp;amp; marketing and build a high-performing sales \u0026amp;amp; marketing team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of sales funnel and KPIs that drive successful sales \u0026amp;amp; marketing actions and initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;People Management and Leadership:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with leading a high-performing, results-oriented team by recruiting, training, and developing team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set clear goals and expectations, provide regular feedback, and drive a culture of continuous improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a healthy, effective team dynamic among the leadership team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to motivate and inspire.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability and willingness to delegate\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Operational Excellence:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Streamline and optimize operational processes and procedures to enhance efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with industry regulations and company policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor inventory management, supply chain, and logistics to maintain product/service quality and availability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement best practices and maintain a focus on quality control.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Data-Driven Decision Making:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Data-driven approach to prioritization of growth efforts. Sets goals and follows through with them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand, prioritize, and execute on key growth levers: new customers, retention, pricing, cross-sell/up-sell\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Grounds decisions in data or evidence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Appetite to create and exceed metrics\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree; MBA or equivalent is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has a track record of achieving revenue generation targets on a limited budget, with a specific focus on new logo revenue\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong background in people management, including hiring, firing, training, and development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated expertise in financial management, budgeting, and P\u0026amp;amp;L responsibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resourceful and scrappy; willing to roll up sleeves to dig into large strategic challenges as well as day-to-day, unexpected crises\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience in an SMB general management or senior leadership role is a plus. Experience in an MSP or SaaS business is also a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent interpersonal, communication, and negotiation skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving abilities and a strategic mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in utilizing technology and data-driven decision-making.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional leadership and team-building capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;DIVERSITY, EQUITY, \u0026amp;amp; INCLUSION AT EVERGREEN\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Compensation\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; lives and careers.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4020081005,"name":"Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4008560005,"name":"Evergreen","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/evergreenservicesgroup/jobs/4376409005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"education":"education_required","internal_job_id":4267531005,"location":{"name":"United States"},"metadata":null,"id":4376409005,"updated_at":"2026-02-06T15:29:46-05:00","requisition_id":null,"title":"Operating Executive - US","company_name":"Evergreen Services Group","first_published":"2024-02-23T17:20:52-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.evergreensg.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Evergreen Services Group\u0026lt;/a\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M\u0026amp;amp;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 \u0026lt;a href=\u0026quot;https://www.alpineinvestors.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Alpine Investors\u0026lt;/a\u0026gt;, a leading private equity firm focused on the services and software industries with $16B+ in AUM.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;196\u0026quot; data-end=\u0026quot;241\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;196\u0026quot; data-end=\u0026quot;241\u0026quot;\u0026gt;The Opportunity (Future Leadership Roles)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;243\u0026quot; data-end=\u0026quot;574\u0026quot;\u0026gt;This posting is intended to build a pipeline of exceptional leadership talent for \u0026lt;strong data-start=\u0026quot;325\u0026quot; data-end=\u0026quot;349\u0026quot;\u0026gt;future opportunities\u0026lt;/strong\u0026gt;. It is \u0026lt;strong data-start=\u0026quot;357\u0026quot; data-end=\u0026quot;397\u0026quot;\u0026gt;not tied to a specific open position\u0026lt;/strong\u0026gt;. We regularly acquire new businesses across the United States, and this role description reflects the type of Operating Executive profiles we seek as those opportunities arise.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for Operating Executives to take on high-impact leadership roles within new businesses acquired throughout the United States. Operating Executives will be responsible for driving organic EBITDA growth and recurring revenue at an operating company through active management and strategic leadership. We believe leadership talent is a key lever to a company\u0026#39;s performance and are seeking Operating Executives to inspire the highest levels of performance, followership, and employee engagement within their company.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We primarily hire first-time CEOs into our operating companies and are seeking individuals who are ready to step up to the challenge and opportunity. The ideal candidate will be able to make difficult trade-off decisions between growth and profitability, hold teams accountable to budgets and targets, and create a winning environment of support and success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;With determination and persistence, Operating Executives should be willing to attack tough problems, skillfully analyze and identify root causes and partner with the leadership team to come up with actionable solutions that drive businesses growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;P\u0026amp;amp;L Ownership:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and execute strategic plans to achieve financial targets, such as year-over-year monthly recurring revenue growth and year-over-year annual EBITDA growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and analyze financial performance, identifying areas for revenue growth and cost-saving opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and present financial reports, budgets, and forecasts to senior leadership and stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong command of P\u0026amp;amp;L and key levers that drive impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan and execute long-term vision that drives sustainable growth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial discipline to drive growth in a cost-effective manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Makes effective ROI resource-based decisions\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sales and Business Development:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive revenue growth through effective sales strategies, market analysis, and client relationship management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain strong relationships with key clients and partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Involvement in local organizations and business development groups, such as the Chamber of Commerce.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continuously assess market trends, competitive landscapes, and customer needs to adapt and refine sales strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or ability with selling and closing on new logo.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or ability to institutionalize sales \u0026amp;amp; marketing and build a high-performing sales \u0026amp;amp; marketing team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of sales funnel and KPIs that drive successful sales \u0026amp;amp; marketing actions and initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;People Management and Leadership:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with leading a high-performing, results-oriented team by recruiting, training, and developing team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Set clear goals and expectations, provide regular feedback, and drive a culture of continuous improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a healthy, effective team dynamic among the leadership team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to motivate and inspire.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability and willingness to delegate\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Operational Excellence:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Streamline and optimize operational processes and procedures to enhance efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with industry regulations and company policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor inventory management, supply chain, and logistics to maintain product/service quality and availability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement best practices and maintain a focus on quality control.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Data-Driven Decision Making:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Data-driven approach to prioritization of growth efforts. Sets goals and follows through with them\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand, prioritize, and execute on key growth levers: new customers, retention, pricing, cross-sell/up-sell\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Grounds decisions in data or evidence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Appetite to create and exceed metrics\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree; MBA or equivalent is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has a track record of achieving revenue generation targets on a limited budget, with a specific focus on new logo revenue\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong background in people management, including hiring, firing, training, and development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated expertise in financial management, budgeting, and P\u0026amp;amp;L responsibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resourceful and scrappy; willing to roll up sleeves to dig into large strategic challenges as well as day-to-day, unexpected crises\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience in an SMB general management or senior leadership role is a plus. Experience in an MSP or SaaS business is also a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent interpersonal, communication, and negotiation skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving abilities and a strategic mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in utilizing technology and data-driven decision-making.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional leadership and team-building capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;We are looking for people that are primarily Location Agnostic, or are available to relocate within one of the following regions: \u0026lt;em\u0026gt;West, Midwest, South West, South East, North East\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;DIVERSITY, EQUITY, \u0026amp;amp; INCLUSION AT EVERGREEN\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Compensation\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; lives and careers.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4020081005,"name":"Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4008560005,"name":"Evergreen","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/evergreenservicesgroup/jobs/4685358005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4430671005,"location":{"name":"San Francisco, CA"},"metadata":null,"id":4685358005,"updated_at":"2026-05-06T12:53:03-04:00","requisition_id":"8","title":"Senior Manager, Financial Systems \u0026 Data Architecture                              ","company_name":"Evergreen Services Group","first_published":"2026-04-15T18:17:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.evergreensg.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Evergreen Services Group\u0026lt;/a\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M\u0026amp;amp;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 \u0026lt;a href=\u0026quot;https://www.alpineinvestors.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Alpine Investors\u0026lt;/a\u0026gt;, a leading private equity firm focused on the services and software industries with $16B+ in AUM.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Overview\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;The day-to-day responsibilities will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Owning the financial systems and data strategy, defining and then executing on a 12–24 month roadmap in partnership with Finance and Executive leadership\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Owning end-to-end data architecture, including data lake and data warehouse infrastructure (Azure/Fabric), API and ETL/ELT integrations across source systems (ERP, EPM, HRIS), and BI reporting layers (Power BI)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Developing and maintaining scalable BI and analytics frameworks that translate complex financial data into clear, actionable business insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establishing and enforcing data governance standards, including master data management (MDM), metadata governance, and data quality frameworks across Finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identifying and implementing AI-driven automation opportunities to transform Finance operations, reporting, and insight generation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leading large-scale system initiatives from requirements gathering through delivery, managing timelines, stakeholders, and cross-functional dependencies, including managing external technical consultant relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexing between strategic leadership and hands-on contributor work — directing a small group of internal and external resources while personally contributing to writing code, building pipelines, designing data models and system oversight\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Driving technology adoption and change management across our Holding Company and support industry vertical teams in system implementation and adoption\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translating business requirements into scalable technical solutions, acting as the bridge between Finance leadership and technical teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partnering closely with Finance, IT resources and cross-functional stakeholders to align systems strategy with business priorities\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years of progressive experience in Data Architecture, Finance/Business Systems, or Business Intelligence, ideally within high-growth and/or high-M\u0026amp;amp;A environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s or Master\u0026#39;s degree in Computer Science, Information Systems, Engineering, Business, or a related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience owning end-to-end data architecture including data lake or warehouse infrastructure, ETL/ELT integrations, and BI reporting layers; proficiency in SQL required, Microsoft stack a strong plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with financial systems at scale including ERP, EPM, and Business Intelligence platforms; familiarity with OneStream and Business Central a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep understanding of data engineering best practices, warehousing/lakehouse architecture, MDM, and metadata governance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated success delivering large-scale system initiatives, preferably within Finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management and cross-functional collaboration skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Personal Attributes\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and hands-on builder — equally comfortable driving vision and rolling up your sleeves to execute\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communicator with the ability to translate complex technical concepts for Finance stakeholders and vice versa\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly collaborative with strong cross-functional relationship and project management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated and comfortable operating with autonomy in a lean team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excited about applying emerging AI and automation tools to modernize how Finance operates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interested in a long-term career at a company building something to last for decades\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High integrity, low ego — Evergreen hires on potential and trajectory as much as technical credentials\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A competitive compensation package including a base salary range of $185,000–$210,000, annual performance-based bonus, Profit Interest Units (equity-based comp) and an excellent benefits package is available.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;San Francisco, CA preferred. Hybrid or remote candidates with significant relevant experience will be considered.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;DIVERSITY, EQUITY, \u0026amp;amp; INCLUSION AT EVERGREEN\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Compensation\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; lives and careers.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4020082005,"name":"Finance and Accounting","child_ids":[],"parent_id":null}],"offices":[{"id":4008560005,"name":"Evergreen","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/evergreenservicesgroup/jobs/4700521005","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4438156005,"location":{"name":"Chicago, IL | Columbus, OH | San Francisco, CA "},"metadata":null,"id":4700521005,"updated_at":"2026-05-28T18:01:09-04:00","requisition_id":null,"title":"Tax Manager","company_name":"Evergreen Services Group","first_published":"2026-05-28T18:01:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;a href=\u0026quot;https://www.evergreensg.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Evergreen Services Group\u0026lt;/a\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M\u0026amp;amp;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 \u0026lt;a href=\u0026quot;https://www.alpineinvestors.com/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;Alpine Investors\u0026lt;/a\u0026gt;, a leading private equity firm focused on the services and software industries with $16B+ in AUM.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h1\u0026gt;About the Role\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;Evergreen Services Group (ESG) is a PE-backed platform of managed service providers (MSPs) with approximately 160 operating companies across the U.S., Canada, the UK, Ireland, Australia, and New Zealand, backed by Alpine Investors.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Manager reports to the Director of Accounting. This individual will own tax compliance and strategy across a complex, multi-entity structure spanning six countries, while serving as the primary coordinator between HoldCo, vertical finance teams (Groves), and external advisors. The role requires someone who can flex between the executive presence, holding their own in conversations with Big Four partners and the willingness to roll up their sleeves on the day-to-day minutiae of running a tax function.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;Key Responsibilities\u0026lt;/h1\u0026gt;\n\u0026lt;h2\u0026gt;Tax Compliance \u0026amp;amp; Operations\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own end-to-end tax compliance across federal, state, and local jurisdictions in the United States and Canada, and income/corporate tax compliance in the United Kingdom, Ireland, Australia, and New Zealand.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage external tax advisors across all jurisdictions and serve as the primary point of contact with tax authorities — including direct correspondence and calls with taxing authorities to resolve notices, audits, and open items.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate tax compliance calendars across Grove and OpCo-level finance teams, ensuring deadlines are met and information flows efficiently to external preparers across all geographies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee sales, use, VAT, and GST/HST compliance, working with third-party software and jurisdiction-specific advisors across a multi-country footprint.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Tax Provision \u0026amp;amp; Financial Reporting\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review the annual consolidated income tax provision under ASC 740, including current and deferred tax calculations, uncertain tax positions, and related footnote disclosures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Controllership and external auditors through the annual audit cycle, supporting all tax-related audit requests and documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure tax accounting positions are consistently applied and well-documented across the consolidated entity.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Tax Planning \u0026amp;amp; Strategy\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and recommend tax strategies to optimize the company’s overall tax position, with particular attention to the partnership / flow-through structure across holding entity framework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support M\u0026amp;amp;A activity including pre-close tax diligence coordination, deal structure analysis (asset vs. stock), and post-close integration of acquired entities into the tax compliance workflow.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage international tax matters including transfer pricing, tax treaties, permanent establishment considerations, and cross-border intercompany transactions between U.S., Canadian, UK, Irish, Australian, and New Zealand entities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Coordination \u0026amp;amp; Cross-Functional Partnership\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as the tax function’s primary coordinator with Grove-level finance teams, creating clarity on which tax and compliance activities should be executed at HoldCo versus at the Grove level.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain strong relationships with internal stakeholders across Finance, Legal, FP\u0026amp;amp;A, and the Deal team, as well as external advisors and service providers across all jurisdictions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build Grove finance team capability, create playbooks, train on tax processes. Empower\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Accounting and the CFO with ad hoc analysis, board-level materials, and tax-related disclosures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement process improvements to scale the tax function in a consistent, audit-ready manner across a high-velocity acquisition environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;Qualifications\u0026lt;/h1\u0026gt;\n\u0026lt;h2\u0026gt;Required\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-8 years of progressive tax experience, with a combination of public accounting and corporate / industry experience strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Genuine executive presence but no ego about doing transactional, hands-on work personally. Willingness to do the work: drafting letters to taxing authorities, digging into notices, and owning tasks end-to-end. Ability to create leverage by empowering others when necessary.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent at leading through influence — setting direction, driving deadlines, and holding advisors and Grove finance teams accountable for quality and timeliness without a direct reporting line.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Federal partnership / flow-through taxation experience is required — this individual must understand operating partnership concepts, K-1s, and multi-tiered pass-through structures.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort operating in ambiguity and building structure where none exists.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Corporate tax and ASC 740 provision experience required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA or equivalent certification required (inactive acceptable).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Preferred\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in a PE-backed or high-acquisition-volume environment is strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;International tax exposure across multiple countries, particularly UK, Ireland, Australia, or New Zealand (VAT/GST, tax treaties, transfer pricing, permanent establishment).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working alongside or within a Big Four audit environment a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with capitalization table mechanics and equity-related tax considerations.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience in a private equity-backed environment is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Other Information\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;This role is primarily remote (preference for those around Chicago, IL or Columbus, OH or San Francisco, CA). Quarterly travel to our HQ in San Francisco is required.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;The salary range for this role is $135k - $165k base + up to 20% bonus\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Equity participation in ESG available for the right candidate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Competitive benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more (for full time employees).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;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!\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;DIVERSITY, EQUITY, \u0026amp;amp; INCLUSION AT EVERGREEN\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE\u0026amp;amp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;u\u0026gt;Compensation\u0026lt;/u\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39; lives and careers.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4020082005,"name":"Finance and Accounting","child_ids":[],"parent_id":null}],"offices":[{"id":4008560005,"name":"Evergreen","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":7}}