Everside is focused on making a positive impact and is working diligently to monitor this across six separate criteria.

Everside Portfolio Characteristics:

The highest standards

Certified B-Corporation and UNPRI Signatory

Social, environmental, and public transparency, to balance profit & purpose.*

Certified B-Corporation Score: 117

* Everside became a certified B-Corporation in July 2022 with a score = 117 out of a possible 200, noting that the passing score is 80. Learn More About Our B-Corporation Status Here

Women / Minority / Veteran

Everside Portfolio is 30% owned and 50% managed by Women, Minorities, or Veterans.*

* Per SBA study stating that less diverse SBIC managers on average invested 5% in minority owned businesses. Source: SBA, Everside Funds, % of investments in
Women/Minority/Veteran Owned or Managed

100% Focus on Small Businesses

Out of $3.2 Trillion in private fund assets, only $0.3 Trillion or 9% focuses on small businesses (1,2,3)

(1) Companies > $1Bn in annual revenue
(2) Companies $100MM-$1Bn in annual revenue
(3) Companies $10MM-$100MM in annual revenue

88,000 Jobs Sustained

22% growth(1,2)

(1) Everside portfolio companies job growth from close through Q4’21
(2) Projected job growth per Bureau of Labor Statistics for 2019-2024

In Need Locations

47% LMI, Opportunity Zones or Rural*

* FFIEC or Federal Financial Institutions Examination Council, SBA, HUD and Department of Agriculture

Purpose Driven

35% of Investments in Healthcare, Education, and Green Focused end markets, all of which see rapid growth.*

* Per SBA Small Business Investment Company Program Report