Relationship Focused.
Results Driven.
Evergreen Advisors is an investment banking and corporate advisory firm focused on servicing organizations throughout their company lifecycle to drive successful outcomes.
Investment
Banking
Corporate
Advisory
Evergreen Advisors’ Impact:
$
12
BILLION
Collective M&A and
Capital Raise Value
650
+
Valuations
Conducted
500
+
Outsourced CFO
Clients Served
$
50
BILLION
Location Strategies
Incentives Negotiated
Client Successes
Recent Transactions
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Corporate Advisory
CFO Advisory
Corporate Advisory
“Evergreen’s business valuation team provided our Board with a well documented and persuasive opinion of the value of common stock options in connection with a recent funding round. They delivered what we needed, when we needed it.”
I highly recommend the services of Mr. James Webb of Evergreen Advisors, LLC. for ESOP audit/evaluations. We have engaged James for many years and find his services to be highly professional.
James is timely, pleasant, and consistent in his ongoing evaluations of the Channellock, Inc ESOP. I can highly recommend James and Evergreen for ESOP needs.
“Evergreen has helped us improve our accounting processes, workflows, financial reporting, and budgeting process. They were also instrumental in the due diligence for FHA and provided invaluable counsel to us.”
Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company. Highly recommended.
Evergreen has assisted Nutramax with valuation services for many years. They take the time to really understand the changes in our business and engage in a meaningful dialogue regarding the assumptions that drive the valuation of our privately-held company. Highly recommended.
John Ellis has been a great asset to our company. He has been instrumental in guiding our people to improve practices in reporting and coding in Quick Books, creating reports in EXCEL. He is always very responsive whenever one of our people or I need help with anything . I have relied on his financial advice on crane purchases among other things.
“Evergreen Advisors has been instrumental in helping us develop the financial infrastructure for the growth of WiserTogether. They brought a disciplined approach to developing comprehensive projections and helped us to successfully integrate a new HR system for the Company and assisted during a venture capital fundraise cycle and audit cycles with a Big 4 accounting firm. Their commitment to our organization has gone above and beyond. I would enthusiastically recommend Evergreen for any business seeking a CFO for their growing needs.”
Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.
“Evergreen seamlessly fits right into an executive team. Soon after starting, our team realized they were providing valuable financial and strategic advice. I would not want to build an enterprise without the CFO advisory services offered by Evergreen.”
“Smart, strategic, and clear understanding on the fund-raising process. Evergreen made our venture capital raise simple through a complex series of events, start to finish.”
I want to personally acknowledge how much I¹ve appreciated Mark’s guidance and support for Actium in general but for me specifically. I know that without his general availability going forward there will be gaps and holes that we cannot fill. I take some comfort knowing that he’ll take our calls and contribute when we need him. Mark is a true professional and your calm rational approach has always been appreciated.
“Evergreen Advisors has been instrumental in helping us develop the financial infrastructure for the growth of WiserTogether. They brought a disciplined approach to developing comprehensive projections and helped us to successfully integrate a new HR system for the Company and assisted during a venture capital fundraise cycle and audit cycles with a Big 4 accounting firm. Their commitment to our organization has gone above and beyond. I would enthusiastically recommend Evergreen for any business seeking a CFO for their growing needs.”
“Smart, strategic, and clear understanding on the fund-raising process. Evergreen made our venture capital raise simple through a complex series of events, start to finish.”
“The team at Evergreen provided outstanding service and advice throughout the entire transaction process – understanding the unique characteristics of our business, guiding us through alternatives, and helping us navigate the difficult moments of a complex transaction that resulted in the ideal solution for the company. They were a true partner in helping us achieve our growth financing and liquidity goals.”
“Evergreen has been an integral part of our team. They were available for the general taskings but also went above and beyond in many cases when extra help was needed. I personally could not be as successful in my job without them as a part of our financial team. They have allowed me to focus on other non-financial functions and they were extremely responsive, even on weekends, holidays, and vacations. Everyone that we have worked with from Evergreen has been nothing short of wonderful and extremely knowledgeable in their field!”
“Evergreen has been an integral part of our team. They were available for the general taskings but also went above and beyond in many cases when extra help was needed. I personally could not be as successful in my job without them as a part of our financial team. They have allowed me to focus on other non-financial functions and they were extremely responsive, even on weekends, holidays, and vacations. Everyone that we have worked with from Evergreen has been nothing short of wonderful and extremely knowledgeable in their field!”
“The team at Evergreen provided outstanding service and advice throughout the entire transaction process – understanding the unique characteristics of our business, guiding us through alternatives, and helping us navigate the difficult moments of a complex transaction that resulted in the ideal solution for the company. They were a true partner in helping us achieve our growth financing and liquidity goals.”
The Latest at Evergreen
Career Opportunities
Evergreen’s headquarters are located in Columbia, Maryland, with additional team members working remotely across the country. Our greatest asset is our people, and we’re always on the lookout for motivated, entrepreneurial, and positive individuals to join our team. Even if we don’t have an immediate opening, we encourage you to check back regularly for opportunities to make an impact at Evergreen.
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