Evergreen Advisors is a prominent middle market investment bank and corporate advisory firm focused on guiding companies in the areas of corporate finance, growth and exit strategies, business valuations and CFO advisory services. The firm is pleased to announce that they have received regulatory approval for Evergreen Advisors Capital, a wholly-owned subsidiary, to operate as a licensed Broker/Dealer, Member FINRA/SIPC.
“The firm has grown substantially over the past five years. The establishment of our own Broker/Dealer was a critical next step in the maturation of the company. Along with our emerging growth CFO Advisory Practice and Valuation Services, we are now a single-source provider of services for business consulting and transaction advisory. This makes our offering unique in this region. Our expertise, deep knowledge of the capital markets, and market insight provides our clients pertinent and uniquely tailored advice to maximize their value. ” stated Rick Kohr, Chief Executive Officer of Evergreen.
Based in Columbia, Maryland; and Tysons Corner, Virginia, Evergreen Advisors Capital provides expertise in exit strategies ranging from strategic sale and recapitalizations, capital raising, acquisitions, mergers, management buy-outs and strategic alliances. Key verticals include business services and business process outsourcing, technology enabled services, healthcare including digital health and medical devices, technology, and digital media.
About Evergreen Advisors Capital
Evergreen Advisors Capital is a registered broker-dealer with the U.S. Securities and Exchange Commission (SEC), a member of FINRA/SIPC, and is led by Rick Kohr, CEO, and Joseph Statter, President of Evergreen Advisors Capital.
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.