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.”
“Evergreen was instrumental in helping us find the right private equity partner while maximizing value.”
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.
“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.”
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’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.
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
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 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.”
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.
“Evergreen was instrumental in getting this transaction across the finish line. They are creative and practical advisors.”
“Evergreen was instrumental in helping us find the right private equity partner while maximizing value.”
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
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.
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.
“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.”
“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.
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.
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.
“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 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.
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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