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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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    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 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

    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 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

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

    Jason Coddington

    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

    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

    “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

    “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.

    “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

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

    Ed Balsavage, CEO, Advantage Engineers

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

    Ed Balsavage, CEO, Advantage Engineers

    “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

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

    Andrew Sachs, Managing Member of Sachs Capital

    “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.

    “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 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

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

    Andrew Sachs, Managing Member of Sachs Capital
    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

    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…
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    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…
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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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    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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