Germany, USA
2018
Purpose Evergreen Capital (PEC) provides patient, value-aligned capital to small and medium-sized enterprises. Our vision is to enable businesses to remain independent and true to their values.
WE SUPPORT
Succession
As an entrepreneur, you are faced with the challenge of how to successfully hand over your company outside of family succession and simultaneously receive a fair pension and compensation for your achievements?
Management-Buy-Out
You are planning a management-buy-out while transforming into steward-ownership and need financing?
Steward-Ownership
You would like to transition into steward-ownership and access patient capital for the buy-out process of previous investors?
If we want a world that is not dominated by profit-at-all-cost entities, we must champion alternative ownership. - Perry Chen, founder Kickstarter
HOW WE INVEST
We refrain from buying decision power through voting rights. Instead, we see ourselves as partners at eye level with your company. That is why we invest without voting rights: those should be held by stewards of the company – with a long-term, non-heritable and non-marketable character.
OVERVIEW
Scope of Investment
0,5 Mio € bis 5 Mio €
Investment Period
PEC is an evergreen investment fond without pressure to force an exit. Contracts normally run between 8 to 13 years.
Getting Started
We offer equity or subordinated loans, or a mixture of both.
Terms
In alliance with steward-ownership, we do not hold voting rights and the investor return rate is capped at a maximum rate.
Type of Investment
We provide investments for successions, transfers, or growths for companies already in or transferring to steward-ownership.
WHAT WE LOOK FOR IN COMPANIES
We invest in a wide range of businesses from organic wholesalers to consumer goods and technology companies. Here’s what we look for in businesses and teams:
Purpose Commitment
Legal commitment to the preservation of a company’s mission through steward-ownership.
Business Stage
Mid-sized companies with 5+ years of successful operating and profit history.
Operational Capacity
Businesses with experienced management teams, no turn-around situations, clear succession plans, and long-tenured executives.
Founders
Founders who put legacy and mission preservation above maximum valuation.
Other Investors
