An Evergreen Twist on the PE Rollup

An Evergreen Twist on the PE Rollup

Samson Liu
SOH Dental
February 7, 2023

Early in his career, the dental group Samson Liu worked for sold to Private Equity (PE). He stayed on for 18 years, as the company was sold and re-sold over and over again. Eventually, it became clear that the practices and mindsets of the PE model were not in line with Samson’s values, so he left to start his own practice, SOH Dental.

In this Tugboat Institute® talk, Samson shares how he took what he learned from the PE playbook and infused it with his own Evergreen® beliefs to create a new model for acquisitions. This “hybrid model” allowed him to build a business that is People First, that will always be Private, and that is in line with his values. His endeavor has been remarkably successful. 

Watch and learn about a great example of how values can be at the center of a successful business, and how Evergreen is not only a viable, but a powerful alternative to the standard, Private Equity model.

Note: this presentation includes a few mild expletives

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