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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.

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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

    Investment Banking

    Sell-side Advisory

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    Sell-side Advisory

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    Sell-side Advisory

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    Corporate Advisory

    Corporate Advisory

    CFO Advisory

    Corporate Advisory

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

    Andrew Sachs, Managing Member of Sachs Capital

    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

    “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.”

    Donnie Gross, CEO, TLK Group

    I highly recommend Evergreen as the go-to resource for innovative companies looking for accelerated growth and the capital to achieve their goals. Additionally, as the Chair-Co-Founder of the parent company, and the CEO of Bandura, I realized that to expedite fund-raising, we would need a management team that had successfully raised investment rounds and had the ability to rapidly build a sales team. Evergreen coordinated a process for interviewing and selecting a new CEO and they provided an outsourced, experienced CFO to the team. As a female founder and cyber pioneer, I want to add that I felt I respected, heard and consulted every step of the way!

    Suzanne Magee, Chair & Co-Founder

    Evergreen Advisors provided invaluable guidance throughout the entire process. Their expertise, knowledge, efficient process and 24/7 communication and access allowed us to both successfully achieve our transaction goals and find an ideal home for our business.

    Phil Ryan, Co-President

    “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!”

    Michelle Munnikhuysen, Trivalent

    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 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.”

    Leah Maddox, COO

    “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.”

    Shub Debgupta, CEO, WiserTogether, 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
    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

    “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.”

    Donnie Gross, CEO, TLK Group

    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.

    Jim Clark, President/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
    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

    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

    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.

    “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
    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

    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 Evergreen as the go-to resource for innovative companies looking for accelerated growth and the capital to achieve their goals. Additionally, as the Chair-Co-Founder of the parent company, and the CEO of Bandura, I realized that to expedite fund-raising, we would need a management team that had successfully raised investment rounds and had the ability to rapidly build a sales team. Evergreen coordinated a process for interviewing and selecting a new CEO and they provided an outsourced, experienced CFO to the team. As a female founder and cyber pioneer, I want to add that I felt I respected, heard and consulted every step of the way!

    Suzanne Magee, Chair & Co-Founder

    Evergreen Advisors provided invaluable guidance throughout the entire process. Their expertise, knowledge, efficient process and 24/7 communication and access allowed us to both successfully achieve our transaction goals and find an ideal home for our business.

    Phil Ryan, Co-President

    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

    “Working with Evergreen has been a great pleasure. These are the people you want on your side to lean on and trust.”

    Jason Coddington

    The Latest at Evergreen

    Blog Posts

    7 Key Questions to Guide Your Carried Interest Valuation

    Valuation | October 14, 2024 |
    Authored by: Patrick Guthrie Valuing carried interest is a nuanced and essential process for fund managers, investors, and those seeking effective estate planning strategies. Carried interest, while often misunderstood, represents…
    Read More
    Blog Posts

    The Importance of Accurate Portfolio Valuations for Investor Confidence

    Valuation | October 10, 2024 |
    Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly. After all, the value of…
    Read More
    Evergreen News

    Evergreen Location Strategies Guides FreshRealm’s Expansion in Montezuma, Georgia

    Location Strategies | August 28, 2024 |
    FreshRealm, a national leader in fresh meal delivery, is set to expand its operations in Montezuma, Georgia, following strategic guidance from Evergreen Location Strategies. This expansion will bring over 300…
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    Evergreen News

    Evergreen Location Strategies Advises LS GreenLink’s $680 Million Submarine Cable Facility Investment in Virginia

    Location Strategies | August 2, 2024 |
    Evergreen Advisors Location Strategies, a premier site selection team that specializes in optimizing business operations through strategic relocations, expansions, and consolidations, is pleased to share that our client, LS GreenLink…
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    Blog Posts

    Evergreen Advisors Capital Advises Secure-EE on Its Sale to SIXGEN, a Washington Harbour Partners Portfolio Company

    Investment Banking | August 2, 2024 |
    Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to share that our client, Secure Enterprise Engineering, Inc. (Secure-EE), a leading provider of bespoke cybersecurity products and services across various…
    Read More
    Blog Posts

    Evergreen Advisors Capital Advises SPYROS on Its Sale to Synergy ECP, a Falfurrias Capital Partners Portfolio Company

    Investment Banking | August 2, 2024 |
    Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to announce that Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services for the U.S. Intelligence Community and…
    Read More
    Evergreen News

    Evergreen Advisors Welcomes Business Valuation Expert Patrick Guthrie, CFA

    Valuation | August 2, 2024 |
    Evergreen Advisors, a leading investment banking and corporate advisory firm for middle-market companies in the Mid-Atlantic, announced Patrick Guthrie, CFA has joined as a Director to the Corporate Advisory practice’s…
    Read More
    Evergreen News

    George Davis at Builds Bio+ 2024 Philadelphia

    General | May 2, 2024 |
    Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be speaking at the 2024 Builds Bio+ 2024 Philadelphia Breakfast Forum on May 7, 2024. Like many other…
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    Evergreen News

    Evergreen Announces Promotions

    General | May 2, 2024 |
    Evergreen Advisors, a middle-market Investment Bank and Corporate Advisory Firm headquartered in Columbia, MD, announced the promotion of professionals in its Investment Banking, Outsourced CFO Advisory, and Location Strategies practices…
    Read More
    Blog Posts

    Highlights from the 2024 ASA Spring Fair Value Conference

    CFO Advisory | May 1, 2024 |
    On 4/25/2024, the American Society of Appraisers (“ASA”) held its 2024 ASA Spring Fair Value Conference. Below are a few key takeaways from the conference: Big 4 Leadership Panel The…
    Read More

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    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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