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

“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

“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

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

Jason Coddington

Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.

Laurie Axelrod, CEO

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

Ed Balsavage, CEO, Advantage Engineers

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

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

Ed Balsavage, CEO, Advantage Engineers

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

Ed Balsavage, CEO, Advantage Engineers

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

Ed Balsavage, CEO, Advantage Engineers

“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.
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’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

“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

“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

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

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

“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

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

Jason Coddington

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 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

“Fred Shaw, our Chief Financial Officer as an Evergreen advisor has been absolutely instrumental to our company’s success in navigating the complexities of government financial accounting. He has ensured our compliance and positioned us for exponential growth.”

Dan Cummings, Chief Operating Officer

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

“Fred Shaw, our Chief Financial Officer as an Evergreen advisor has been absolutely instrumental to our company’s success in navigating the complexities of government financial accounting. He has ensured our compliance and positioned us for exponential growth.”

Dan Cummings, Chief Operating Officer

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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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