Philosophy

We believe that the lower middle market is fundamentally underserved. We invest the time and capital necessary to create value in this market for everyone we work with – companies, management teams, and investors. We seek out opportunities and companies in the lower middle market with proven business models, leading market positions, high free cash flow, and strong management teams. We believe that by continuing to adhere to this approach, we can generate attractive risk-adjusted returns and minimize capital losses.


90%

of businesses in the US are small businesses

<8%

of private capital focuses on small businesses

175,000+

companies are in our defined target market 


  

Our investment strategy also includes taking a proactive stance towards risk management. This includes conducting intensive due diligence prior to investing, utilizing our flexible mandate to structure our investments so as to withstand both positive and negative events, and ongoing and active portfolio management, including board observation rights in conjunction with almost all of our investments.

Everside's approach is based on cooperation and trust, derived from:

  • Partnering with regional focused, niche and top performing fund managers
  • Having its own highly efficient and scalable origination platform
  • Employing a rigorous underwriting and monitoring process executed by an experienced team


Value proposition

Everside's best practice investing platform makes it an value-add partner for many entrepreneurs, family owned businesses and fund managers and investors. 

Benefits for our portfolio companies and financial sponsors:

  • Long-term patient investor with permanent capital
  • Flexible and creative structures with ability to meet financing needs
  • Active in all market environments
  • Ability to grow capital base with clients' needs over time
  • Execution speed
  • Higher certainty of closing
  • Significant resources and managerial assistance
  • Deep industry relationships

Benefits for our investors:

  • Dedicated and experienced professionals
  • The power of the Everside platform: access to relationships, market intelligence, deal flow, research, infrastructure, due diligence and expertise across our investment platforms
  • Returns to shareholders generated through net interest and dividends from investments, fee income, and, in some cases, net capital gains from equity investments that may be made alongside our debt investments
  •  Long-term and short-term strategies focused on maximizing relative value through economic cycles
  • Multi-asset class track record and expertise (senior debt, subordinated debt, private equity)
  • Disciplined growth with a focus on long-term value creation and capital preservation