Alta Vista Technology
Alta Vista Technology (AVT), headquartered in Royal Oak, Michigan, is a nationally recognized leader in the enterprise resource planning (ERP) software sector. Since its founding in 2014, the company has established itself as a go-to partner for businesses seeking to optimize their operations through technology. The driving force behind this success is AVT’s leadership team: Scott Jackson (CEO), David Valade (CTO and CFO), Holly Murray (COO), and Payton Mills (VP of Growth Strategy). Under their leadership, Alta Vista has grown while maintaining a deep commitment to its core values of people-oriented service and long-term client relationships.
Changes in the Market
Alta Vista’s mission has always been to provide software solutions that truly make a difference in the way companies operate. Specializing in implementations of Sage Intacct and Microsoft Dynamics, Alta Vista became known for delivering robust and scalable solutions tailored to diverse client needs across construction, healthcare, nonprofit, staffing, and professional services.
However, by 2021, the competitive landscape was rapidly changing, with major players in the industry being acquired by larger, often unrelated firms. A direct competitor was acquired by a CPA firm, raising concerns about Alta Vista’s independence. The team was determined to avoid being absorbed by a larger organization that might strip away their culture and identity.
It’s been wonderful, this idea that we’re going to continue to grow the organization, which is what really drives us to Evergreen and Pine. I never wanted to be part of an organization like a CPA firm, and I will tell you unequivocally, Evergreen has delivered on every promise, every commitment they’ve made to us.”
Partnering With Evergreen and Pine
AVT leadership wasn’t initially looking to sell Alta Vista. His primary focus was on growth and maintaining the company’s independence. However, the acquisition of a competitor by a CPA firm made him realize that the time had come to explore other avenues. Enter Evergreen.
Evergreen, backed by Alpine Investors, approached Scott and the team with an intriguing proposition. Their “buy and hold” strategy, focused on long-term partnerships and preserving the company cultures, resonated with the Alta Vista leadership. “This was truly a long-term partnership, not a typical roll-up deal where you’d lose your culture,” said Scott. “Evergreen allowed us to keep our culture intact while building the company.” Scott and the team took their time evaluating the opportunity, engaging in detailed discussions with Evergreen over several months. What stood out was Evergreen’s consistency and transparency, and commitment to the promises made during the initial discussions.
Transitioning
The partnership was formalized in March 2022, and the AVT team worked closely with Evergreen to ensure a smooth transition. Alta Vista retained its autonomy, continuing to operate as an independent brand within the Evergreen portfolio, which was crucial for maintaining its distinct culture and values. Evergreen also brought on Payton to help accelerate growth efforts and execute value-creation plans.
The collaboration with Evergreen provided Alta Vista with access to resources and support it hadn’t previously enjoyed. Evergreen provided insights into best practices for hiring and compensation strategies, helping the company attract and retain top talent. Additionally, the network of companies and executives within Evergreen offered valuable opportunities for learning and growth.
Scott connected with Chris Milan, CEO of Third Wave Business Systems, another Evergreen portfolio company, to exchange ideas and strategies. This network proved invaluable as Alta Vista refined its sales development program and continued to grow. As the Pine community has expanded, the AVT team has continued to partner with peer companies on best practices, sharing sales opportunities and soliciting feedback on new business initiatives.
Ongoing Success
Two years into the partnership, Alta Vista has sustained and accelerated its growth. Pine’s strategic guidance and Alta Vista’s deep industry expertise continue to drive the company forward. The partnership has led to increased referral business, access to new clients, and even a tuck-in acquisition, all while staying true to the company’s core mission.
“We believe we’re going to continue to grow, get more sophisticated, and be a better company,” says Scott. “I’m very excited for that.” Pine’s high-empowerment approach has allowed Alta Vista to remain agile and responsive to client needs while benefiting from the stability and resources provided by a larger organization in Pine.
Conclusion
For the Alta Vista team, partnering with Evergreen was about long-term growth and preserving the company’s unique culture. What began as an exploration has evolved into a thriving partnership. As Alta Vista looks to the future, it is poised to achieve even greater success, supported by the resources and network that Evergreen and Pine provide. Scott’s experience highlights the power of a well-aligned partnership, where both parties are committed to building something greater together.
