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
“Working with Evergreen has been a great pleasure. These are the people you want on your side to lean on and trust.”
“Evergreen was instrumental in getting this transaction across the finish line. They are creative and practical advisors.”
“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.”
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
“Evergreen was instrumental in getting this transaction across the finish line. They are creative and practical advisors.”
“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!”
“Working with Evergreen has been a great pleasure. These are the people you want on your side to lean on and trust.”
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.
“Working with Evergreen has been a great pleasure. These are the people you want on your side to lean on and trust.”
“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.”
“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 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.”
“Evergreen was instrumental in helping us find the right private equity partner while maximizing value.”
“EAC provided outstanding advice and guidance as they led us through this transaction. The EAC team enabled the TLK ownership group to obtain significant liquidity as well as upside potential through our equity interest in the combined TLK/Results entity.”
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.
“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.”
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
“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 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 result of our experience with Evergreen was outstanding. From the very beginning and all the way through closing, Evergreen was by our side guiding us. The value they brought was the understanding of the market, the buyers, and them taking the time getting to know enough about our company to speak to the potential buyers and ‘sell’ our company to them. It was a complete team effort and I could not be happier having gone with Evergreen to represent us during this major life event. The team really understands the technical aspects of the business, but what separates them from others is their personal touch and real desire to do what is best for the owner.
“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 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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