Josephine Norton
There are several businesses with the name Everest in their name that are associated with investment funds. These include Princeton Everest Fund, Everest Credit L.P., Everest Capital, Everest Investments, and Everest Financial Group. Each of these businesses offers various investment services and strategies, such as investing in special situations, focusing on long-term profitability, and providing revenue-based financing to business owners.
| Characteristics | Values |
|---|---|
| Investment Focus | Private equity, long-term capital appreciation, information technology, SaaS, database technology startups, equity and debt of special situations, revenue-based financing, venture capital, equity investments, seed investing |
| Investment Philosophy | Leveraging the operational experience of the team, enhancing efficiency and performance, pursuing growth while enabling management teams to lead |
| Additional Services | Accounting, finances, human resources, operations, IT systems implementation, marketing and communications, back-office solutions |
| Investment Approach | Long-term profitability, moderately aggressive |
| Location | Chicago, Tel Aviv, New York |
What You'll Learn
Princeton Everest Fund
The Princeton Everest Fund is an investment fund that provides accredited investors with access to private equity managed by established firms. The fund's primary objective is long-term capital appreciation, with a secondary goal of generating income. It offers investors exposure to senior fund managers with higher assets under management (AUM) while streamlining the complexities typically associated with private market investing.
The Princeton Everest Fund is a closed-end fund registered under the 1933 and 1940 Acts. It provides administrative simplicity and is easily accessible through continuous offerings. The minimum investment requirement is $25,000, with a $5,000 minimum for subsequent investments. The fund offers monthly subscriptions and quarterly tender offers of up to 5% of its net asset value (NAV).
The fund's investment strategy focuses on diversification, targeting investments in more than 350 portfolio companies across diverse sectors and geographic locations. It seeks to invest with some of the largest and most established managers, including KKR, Blackstone, Apollo, and Bain. The Princeton Everest Fund aims to provide investors with access to these esteemed managers while mitigating the challenges of investing in private markets.
The Princeton Everest Fund's performance data indicates that past performance may not guarantee future results. The investment return can fluctuate, and there is a substantial risk of loss associated with investing in the fund. The fund's total annual operating expenses for Class I shares are 4.15%, and it offers a management fee of 1.20%. The fund's holdings are invested with underlying managers, and its performance may be influenced by the performance of these portfolio companies.
Overall, the Princeton Everest Fund offers investors an opportunity to access private equity opportunities managed by prominent firms while navigating the complexities and risks inherent in such investments. It provides a unique proposition of capital appreciation and income generation, leveraging the expertise of seasoned fund managers.
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Everest Group LLC
Everest Group also has a presence in the technology sector, with a focus on investing in promising information technology, SaaS, and database technology startups. Some of their notable early investments include Netflix, Yahoo, Facebook, and iRobot. They also acquire service-based and technology businesses, specialising in buying under-performing or distressed assets to help them achieve revenue and profitability growth.
Additionally, Everest Group is a leading global research firm that applies its research to people's day-to-day business problems. They help business leaders navigate market challenges and drive maximised operational and financial performance. Their expertise lies in technology, business processes, and engineering, viewed through the lenses of talent, sustainability, and sourcing. Their problem-solving, forward-looking approach is designed to help businesses make better decisions and adapt to transformative technologies such as Generative AI.
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Everest Business Funding
Headquartered in Doral, Florida, Everest Business Funding has helped numerous small businesses across the United States. Their funding options include small business cash advances, merchant cash advances, and business loan alternatives. The company also provides ISO relations, customer service, fast application processing, and business funding.
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Everest Capital
The company also offers financial planning and analysis services, assisting organisations in sustaining their financial health and aligning with their business strategies. They help businesses prepare for outside capital investment by developing financing strategies, creating investor deliverables, and providing valuation targets.
Maoz Everest Fund Management
Maoz Everest Fund Management is based in Tel Aviv, Israel, and is led by its founder, chairman, and CEO, Mr. Maoz. The company acts as an active manager of the General Partner, which manages private limited partnerships. Mr. Maoz has executed over 30 investments in American, European, and Israeli companies, often playing an active role in turnarounds, restructuring, and bankruptcy/liquidation situations.
Maoz Everest Fund Management specialises in two main areas: investing in special situations and understanding the Israeli economy. The fund's management has been involved in numerous investments in companies facing adversity, utilising their expertise to unlock value for investors.
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Everest Credit L.P
The fund's flexibility allows it to pursue a unique investment strategy that offers private and institutional investors a path to achieving excess returns. The fund's management has been involved in numerous investments in companies facing adversity, both in Israel and internationally.
Mr. Maoz, the Founder, Chairman, and CEO of Maoz Everest Fund Management and a Board Member of Everest Corporate Finance, has executed over 30 investments in American, European, and Israeli companies. He holds a B.Sc. in Engineering from King's College, University of London, and served as a commanding officer and team leader in the Israeli Special Forces.
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Frequently asked questions
The Princeton Everest Fund is a private equity fund that provides investors with broad exposure to private equity managed by some of the world's most tenured firms. The fund seeks to invest in senior fund managers with higher AUMs, while also offering a low investment minimum.
The Everest Group is a Single Family Office with over $1 billion in AUM. Their investment philosophy centres on leveraging the operational experience of their team, with a focus on service-based businesses. They aim to enhance efficiency and performance, pursuing growth while enabling companies' management teams to lead on a day-to-day basis.
Everest Business Funding provides revenue-based financing to business owners, offering a fast and hassle-free application and funding process of up to $1,000,000.
Everest Credit L.P. is a private investment fund focusing on equity and debt in special situations. Their strategy involves combining share investments with providing credit and other financial instruments to take advantage of opportunities in the Israeli market.
Everest Investments is a privately held investment fund that focuses on long-term profitability with a moderately aggressive approach. They have consistently beaten the S&P 500 index and offer various financial services, including data analytics, venture capital, investment management, and more.
