# Evergreen: portfolio, investments and team > Evergreen is a private equity based in United States. 1 investment on record, latest Dec 2018. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/evergreen-2 (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Evergreen Filed with the SEC to raise a fund in Oct 2026, closing $1M. Last cheque observed Dec 2018. Quiet New fund $600K, Oct 2026 Private equity Buyout Msp Technology_services Cheques on record **0%** of best year **0** **cheques in 12 months**, 1 on record Since the last cheque **2875** days **00** hrs **00** min **00** sec Median round **$23M** Rounds led **0 of 1** Pitch Evergreen ## Evergreen highlights - 01 1 rounds on record - 02 Mostly Series C: 100% of its rounds ## What they do > Evergreen acquires and permanently holds MSP and technology services companies. From their own website - **Type:** Private equity - **Cheque size:** Not stated - **Stages:** Buyout - **Sectors:** Msp Technology_services - **Based in:** San Francisco, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **1 appearances** - **2018** 1 round - **Dec** **[Quali](https://millionrounds.com/company/quali)** Series C · US · FinSMEs **$23M** With 4 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **24 named** AI **Adam I. Taback** Executive Officer and Director i Filing they signed AK **Anil Kumar** Executive Officer i Filing they signed BC **Barbara Curry** Executive Officer i Filing they signed BJ **Brad Johnson** Executive Officer i Filing they signed BJ **Bradley Johnson** Manager of the Investment Manager i Filing they signed BB **Brenda Bradley** Executive Officer i Filing they signed BV **Brian Veverka** Executive Officer i Filing they signed BP **Britta Patterson** Executive Officer i Filing they signed BW **Brown W. Cannon** Member of the Board of Managers of the Manager i Filing they signed CG **Christopher G. Davis** Member of the Board of Managers of Manager i Filing they signed DG **Diane Gates Wallach** Member of the Board of Managers of the Manager i Filing they signed ES **Elizabeth Stallings** Executive Officer i Filing they signed JL **J. Landis Martin** Member of the Board of Managers of the Manager i Filing they signed JW **James W. Sweetman** Executive Officer i Filing they signed JE **Jeff Eulberg** Managing Director of Evergreen Capital Management LLC i Filing they signed JJ **Jeremy J Killinger** Controller & Systems Manager i Filing they signed JN **Jeremy Neilson** Managing Director of the Issuer's Manager i Filing they signed JD **Jerry DeBerry** Executive Officer i Filing they signed JM **John M Gissas** Mr. Gissas is the managing member i Filing they signed JW **John W. Zimmerman** Member of the Board of Managers of the Manager i Filing they signed KQ **Kevin Quellette** Executive Officer i Filing they signed KH **Kris Hermanns** Chief Impact Officer of the Manager i Filing they signed LL **Lloyd Lipsett** Executive Officer i Filing they signed LC **Lu Chang** Executive Officer i Filing they signed We also hold **59** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What they claim to have backed From their own portfolio page (on their website) **0** of 5 we have independently watched raise Mspvaluations Pineservicesgroup Powered by Website Muscle cedar lyra Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. New fund on file **$600K** raised in Oct 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Buyout Median round joined **$23M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Dec 2018 Rounds by stage said on their site - Series C *1* - Buyout said *-* **Pitching Evergreen?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Evergreen put money into. [**Quali** $23M · Dec 2018](https://millionrounds.com/company/quali) ## Quick answers about Evergreen ### What does Evergreen invest in? Evergreen invests most often at Series C (100% of the rounds on record), in sectors such as Msp and Technology_services. ### How active is Evergreen? 1 investments on record, 0 of them in the last 12 months. The most recent was in Dec 2018. ### What has Evergreen invested in recently? Its most recent investments on record: Quali (Series C, Dec 2018). ### How big are Evergreen's cheques? The median round it joins is $23M. ### Is Evergreen investing now? No investments in the last 12 months; the latest was in Dec 2018. ### What kind of investor is Evergreen? Evergreen is a private equity firm based in San Francisco, United States. ### Has Evergreen raised a new fund? Its latest fund filing with the SEC was in Oct 2026, reporting $600K raised. ### Where does this information on Evergreen come from? From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=evergreen-2) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=evergreen-2)