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

    Jason Coddington

    “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

    “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
    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 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
    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

    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

    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.

    Roger Cassell, President & CEO

    “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.

    “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

    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.

    Roger Cassell, 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

    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

    “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
    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

    “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

    “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

    “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.

    “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 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 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

    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.

    Roger Cassell, President & CEO

    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 was instrumental in getting this transaction across the finish line. They are creative and practical advisors.”

    Andrew Sachs, Managing Member of Sachs Capital

    The Latest at Evergreen

    Blog Posts

    The Importance of Accurate Portfolio Valuations for Investor Confidence

    Valuation | September 9, 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…
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    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…
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    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…
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    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…
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    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…
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    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…
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    Evergreen News

    Shelley Lombardo honored by 1-95 Magazine

    General | April 10, 2024 |
    We are proud to announce that Shelley Lombardo, President of Evergreen Advisors, has been recognized as a 2024 Women of Influence by I-95 Business.  Making a difference is what drives…
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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.

    Investment Banking Internship

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