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
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.
“Working with Evergreen has been a great pleasure. These are the people you want on your side to lean on and trust.”
“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.”
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.
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.
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. 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.
“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.”
“John Ellis and the Evergreen Advisors team have been a great asset to our company. They’ve been instrumental in helping us improve reporting and coding practices in QuickBooks and creating detailed reports in Excel. Their responsiveness is exceptional—they’re always ready to assist whenever a team member needs support.”
“Before partnering with Evergreen, our processes only allowed us to plan two months ahead, relying on extensive communication that was often challenging to manage. As our growth accelerated, we needed greater visibility to make sound financial decisions. Evergreen worked closely with our team to implement more comprehensive financial and forecasting plans, enabling us to confidently plan up to a year in advance. They also helped us normalize raw data, allowing us to track our financial health more dynamically. Their experience and vast industry network have provided invaluable resources to support our continued growth.”
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 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.
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.
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.
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!
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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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