Evergreen Case Study Workshop (Undergrad)

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017 Evergreen has completed 100 acquisitions across Managed IT Services Cybersecurity 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.

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

The Opportunity

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.

The day is designed to be an educational experience led by members of Evergreens 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.

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 2028 Summer Investing Analyst program.

What Youll Experience

• Opening Keynote: Evergreens Founder and CEO Jeff Totten kicks off the day with the Evergreen story discussing our origin core values forever-hold investment philosophy and decentralized operating model
• Midday Case Study: Led by members of Evergreens 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
• Afternoon Presentation: Present your teams investment recommendation to Evergreen professionals and receive live feedback
• Closing Fireside Chat: An open Q&A with members of our investment and operations teams about careers in finance PE and beyond

Who Should Apply

• Current first-year / freshman undergraduate students graduating in Winter 2028 or Spring 2029
• Students with an interest in finance investing business or economics no prior experience required
• Curious collaborative and eager to learn in a fast-paced environment
• Located in or able to travel to the San Francisco Bay Area for the day

What Youll Gain

• Exposure to alternative investment strategies not typically covered in introductory finance coursework
• Practical experience with deal analysis and investment decision-making
• Networking with Evergreen professionals and like-minded peers
• A strong foundation to pursue internships and opportunities in finance and PE

Logistics

• Date: Friday April 24^th 2026
• Format: In-person full-day event
• Location: Evergreen SF Office (555 Montgomery St San Francisco CA 94111)
• Meals: Breakfast and lunch provided
• Compensation: Unpaid; this is an educational program

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

DIVERSITY EQUITY & INCLUSION AT EVERGREEN

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

Compensation

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

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