Evergreen Advisors is a middle market investment bank and corporate advisory firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes.

Testimonials

  • We engaged Evergreen Advisors at a time when our company was on the verge of exponential growth and the timing could not have been better. They came highly recommended from our small business partner network. From the onboarding process to the ongoing support, we have never as a company had the support of an entity that manages up, we are usually in the position of having to drive results out of most of our consultants and subcontractors.

    One of our biggest issues prior to engaging Evergreen was that our processes only allowed us to see up to two months out and that was accomplished with an abundance of communication which at times was difficult. Due to our rapid growth, we needed more room and visibility ahead to make sound financial decisions to manage the influx of work. Evergreen has since worked extensively with our team to develop and implement more comprehensive financial and forecasting plans. We are now able to make decisions with a sharply focused lens up to a year out. Information that we always had available in raw form has now been normalized allowing us to navigate the company fiscal pulse more dynamically. Their wealth of experience and their vast networks provide an unprecedented amount of reach back to various resources within the industry.

    We are really fortunate to be partnered with Evergreen!

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Recent Transactions

has been recapitalized by

  

Recapitalization

was acquired by

  

Fairness Opinion

was acquired by

  

SELL-SIDE ADVISORY

was acquired by

  

SELL-SIDE ADVISORY

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