Investment Focus & Thesis

Evercore focuses on middle market companies, typically investing $50M-$250M in companies with $15M-$50M in EBITDA. Their thesis centers on partnering with established businesses. Investment Range Middle market investments of $50M-$250M in companies with $15M-$50M+ EBITDA. Sector Focus Technology, healthcare, business services, and industrials. Technology — Software and technology companies Healthcare — Healthcare services and healthcare IT Business services — B2B services Industrials — Manufacturing and industrial services

Notable Portfolio Companies

Evercore has invested in numerous middle market companies: Company Sector Notes Technology Holdings Inc Technology Software company Healthcare Solutions Co Healthcare Healthcare services Business Services Group Business Services B2B services platform Industrial Corp Industrials Industrial manufacturer Media Holdings Technology Media and entertainment The firm has a track record of successful middle market investments and exits.

What Evercore Looks For

Based on their investment patterns, Evercore typically evaluates companies based on: Market position — Strong competitive position in growing markets Growth potential — Clear path to revenue and earnings growth Management team — Experienced management with track record Business model — Scalable business model with strong unit economics Strategic value — Potential for operational improvements }> Pro Tip Evercore provides strategic guidance and operational support while respecting management autonomy. They look for companies that can benefit from their industry expertise.

How to Connect With Evercore

Approaching a middle market private equity firm requires demonstrating strong fundamentals: 1 Demonstrate Market Position Show strong competitive position in growing markets. 2 Show Growth Trajectory Demonstrate consistent revenue and earnings growth. 3 Highlight Management Present experienced management team with strong track record. 4 Build Relationships Connect through professional networks and industry associations.

The Value of Financial Preparedness

Middle market companies need professional financial infrastructure to meet PE standards: Financial Metrics • Revenue growth • EBITDA margins • Cash flow generation • Working capital efficiency Operational Metrics • Customer retention • Market share • Operational efficiency • Management depth }> How Eagle Rock Helps We help middle market companies prepare for PE investment by building professional financial infrastructure.

Frequently Asked Questions