Evolution expects to make controlling investments and be the initial institutional capital in its platform investments. Evolution has a history of working with like-minded investors, but in all situations, Evolution is the lead investor. Evolution will consider many different opportunities to make a good investment, however, we are focused on businesses that have an opportunity to grow organically and where the existing management team will largely remain in place post investment.

Ideal Situations

• Growth Equity
  Capital to execute a growth plan

• Transitional Equity
  A shareholder(s) wants to exit, but the remaining shareholders/management would like to execute their growth plan

• Exit Plan
  Shareholders understand the company needs to execute a growth plan and deepen management in order to achieve an exit in the next 3-7 years

• Diversification
  Risk reduction for small business owners burdened by personal guarantees and wealth concentration in their business