An exceptional business.
A business ready to grow.
Evergreen Legacy is an entrepreneurial investment firm looking to invest, partner and actively manage small to medium-sized businesses in Canada.
VALUE CREATION STRATEGY
We focus on providing real, actionable value-add across three core pillars.
Each business and management team has unique needs and characteristics, adding value can mean different things. We understand growing great businesses always has challenges and we are here to bring new and complementary skills to your growth story.
Here are our three core value creation pillars:
1. Growth
- Sales talent, methodology and effectiveness
- Multi-channel marketing
- Expansion into new products and services
- Acquire complementary businesses
2. Systems
- Build trust and alignment to a KPI driven culture
- Implement an ERP, CRM or operating system
- Capital investment decision making framework
- AI and data analytics to drive efficiency
3. Access
- Source customer leads from network
- Help recruit and develop talent
- Introduce industry leaders and experts
- Review and improve financing/banking setup
INVESTMENT FOCUS
Looking for an exceptional family business to partner with and grow.
We are not building a portfolio. We are committing to one exceptional business and operating it for the long term.
Canadian-based business with a focus on Ontario
A history of profitability and >$2 million annual profit
Clear value proposition and stated reason to win
Culture of excellence and entrepreneurial ethos
Growing industry with durable, decades long tailwinds
Step change growth levers we can build a business plan around
Partnering to unlock potential, drive growth, and create long-term business value.