Home - Evergreen Advisors

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 was instrumental in helping us find the right private equity partner while maximizing value.”

Ed Balsavage, CEO, Advantage Engineers

When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.

Roger Cassell, President & CEO

“Evergreen was instrumental in helping us find the right private equity partner while maximizing value.”

Ed Balsavage, CEO, Advantage Engineers

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.

William S. DeArment, Chairman of the Board and CEO

“We are pleased to complete this funding round and accelerate our progress in changing the way cancer is treated and enabling patients, no matter where they are located, to access state of the art therapies. Joe Statter and the team at Evergreen were instrumental and relentless in helping us originate, structure and close this financing.”

Andrew Mignatti, CEO, Perthera, Inc.
KCI Technologies, Inc.

KCI has engaged Evergreen Advisors, LLC for over 35 years. During that time, Evergreen has provided unparalleled ESOP valuation services to our firm. Evergreen’s independent approach/technique to ESOP valuations is only matched by the technical expertise and savvy of Evergreen’s staff. We are completely satisfied with their professionalism and results

Nate Beil, Chairman and CEO

“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.”

Ted Olsen, CEO of Pathsensors

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.

William S. DeArment, Chairman of the Board and CEO
KCI Technologies, Inc.

KCI has engaged Evergreen Advisors, LLC for over 35 years. During that time, Evergreen has provided unparalleled ESOP valuation services to our firm. Evergreen’s independent approach/technique to ESOP valuations is only matched by the technical expertise and savvy of Evergreen’s staff. We are completely satisfied with their professionalism and results

Nate Beil, Chairman and CEO
KCI Technologies, Inc.

KCI has engaged Evergreen Advisors, LLC for over 35 years. During that time, Evergreen has provided unparalleled ESOP valuation services to our firm. Evergreen’s independent approach/technique to ESOP valuations is only matched by the technical expertise and savvy of Evergreen’s staff. We are completely satisfied with their professionalism and results

Nate Beil, Chairman and CEO

“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.”

Michael Geppi, Chairman, Integrata Security
UMBC Training Center

Once UMBC Training Centers contracted with Evergreen Advisors in March 2019, Harris helped us prioritize our needs from an executive perspective while also considering the daily processing of accounting work. Harris has a great deal of experience working at accounting firms and large global corporations and he was able to relate to our situation and anticipate the issues/decisions we would face.

Debbie Davis, Manger of Finance

“Evergreen was instrumental in getting this transaction across the finish line. They are creative and practical advisors.”

Andrew Sachs, Managing Member of Sachs Capital

“Evergreen was instrumental in helping us find the right private equity partner while maximizing value.”

Ed Balsavage, CEO, Advantage Engineers
KCI Technologies, Inc.

KCI has engaged Evergreen Advisors, LLC for over 35 years. During that time, Evergreen has provided unparalleled ESOP valuation services to our firm. Evergreen’s independent approach/technique to ESOP valuations is only matched by the technical expertise and savvy of Evergreen’s staff. We are completely satisfied with their professionalism and results

Nate Beil, Chairman and CEO
UMBC Training Center

Once UMBC Training Centers contracted with Evergreen Advisors in March 2019, Harris helped us prioritize our needs from an executive perspective while also considering the daily processing of accounting work. Harris has a great deal of experience working at accounting firms and large global corporations and he was able to relate to our situation and anticipate the issues/decisions we would face.

Debbie Davis, Manger of Finance

Throughout the process of selling my company, the Evergreen M&A team has been the model of professionalism. They treated my business and my money with the same attention and care as their own. They invested the time and effort to understand our business at a detailed level, which resulted in greater net proceeds from the transaction. Over the course of my career, I received support from several national investment banking firms on Wall Street, and I would choose this team over any of them.

Dennis Pick, Co-Founder and CEO

Evergreen Advisors helped us smoothly transition by providing us with their CFO services. Their wealth of knowledge and expertise helped us develop, learn and grow as a company. We are now confident our company has transitioned to a position that we can now achieve growth and success for the future. I highly recommend Evergreen for their outstanding service and their true sense of partnership.

Jeffery Kozero, Managing Partner, K Philadelphia

“We are pleased to complete this funding round and accelerate our progress in changing the way cancer is treated and enabling patients, no matter where they are located, to access state of the art therapies. Joe Statter and the team at Evergreen were instrumental and relentless in helping us originate, structure and close this financing.”

Andrew Mignatti, CEO, Perthera, Inc.

“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.”

Henry Cha, President, Healthcare Interactive

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.

Ron Tonge, Actium Advisors

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.

William S. DeArment, Chairman of the Board and CEO

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.

Kevin Hamilton, Chief Operating Officer, Gulf Coast Crane Services

Throughout the process of selling my company, the Evergreen M&A team has been the model of professionalism. They treated my business and my money with the same attention and care as their own. They invested the time and effort to understand our business at a detailed level, which resulted in greater net proceeds from the transaction. Over the course of my career, I received support from several national investment banking firms on Wall Street, and I would choose this team over any of them.

Dennis Pick, Co-Founder and CEO

“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.”

Donnie Gross, Chief Executive Officer of TLK Group
Nutramax Laboratories

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.

Craig Jones, Chief Financial Officer Nutramax

Connect with Evergreen

Sign up today!

Enter your e-mail address and choose which newsletter(s) you would like to receive.

Select a newsletter

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.

Nothing found.