Purpose Evergreen Capital
Purpose Evergreen Capital 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.”
How we invest
Purpose Evergreen Capital is changing the paradigm of conventional investments where money equals power.
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.
Portfolio
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:
Get in touch
Are you looking for succession solutions or financing for growth?
Get in touch with us and send us information about your company, revenue, company age, and profitability that will help us to classify.
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Our Investors
Around 20 investors from all over Europe have invested €30 million in Purpose Evergreen Capital. Among them are entrepreneurs like Michael Hetzer of Elobau, who have implemented steward-ownership themselves, but also investors from institutions like the BMW Foundation.
We are interested to see how investments work that do not follow the short-term-oriented logic of the capital market.