2023 Mid-Year Update

September 21, 2023

We are excited to share key updates from the past year in this newsletter. Despite challenges like the SVB liquidity crisis, Federal Reserve rate hikes, and increased banking sector regulations, Everside continues to raise and invest carefully, bringing AUM to nearly $1.4BN. We continue to invest meaningfully back into our business, expanding our team by nearly 50%, promoting Francesco Sala from Vice President to Executive Director and Ruslan Klassen from Controller to CFO and partnered with Altvia to enhance data management and portfolio analytics. Additionally, we had the pleasure of hosting a roundtable with the current SBA Administrator Isabella Guzman in connection with the SBA’s 70th anniversary. We’re proud of our achievements and are energized by what is ahead.


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