Everside is an SEC-Registered Investment Advisor (RIA), as well as an SBIC license holder, that partners with leading lower-middle market lenders and small businesses.

Our in-depth understanding of the challenges and opportunities faced in this market has allowed us to create an investment platform that drives growth and seeks to generate strong returns.


Assets under management


Dedicated Team members with credit or other relevant experience


Individual investments



We are building a high-quality portfolio of small business loans through three complementary pillars.


We find and partner with the best regional small business lenders.


We provide customizable liquidity solutions to investors who are looking to exit one or multiple illiquid credit or partnership investments.


We provide non-controlling junior capital to privately held small businesses.

This unique platform makes us a strong small business investment partner

Access to a highly diversified portfolio of small business credit investments

Unique entry to a large, fragmented market

Equity-like returns from debt-like risk with predominant focus on downside protection to strive for equity-like returns

Anchor investments in established and emerging credit fund managers

Guidance and support

Deal flow from the Everside ecosystem of funds and direct investments

Flexible debt and structured equity solutions to facilitate business growth during:

  • Recapitalization
  • Acquisitions
  • Liquidity events
  • Generational transfer
  • Management buyouts