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 Business Valuation team.
With more than two decades of industry experience, Guthrie has garnered expertise in financial reporting (including business combinations, goodwill impairments, complex equity allocations, private equity portfolio investments) as well as valuation services for tax planning (including gift and estate, pre-sale planning, and management incentive units).
Unique to the mid-Atlantic, Guthrie frequently works with companies in government contracting, cybersecurity, information technology, early-stage enterprises, distribution and manufacturing, and real estate holding companies.
Pat Lowry, Managing Director of the Business Valuation team of the Corporate Advisory practice at Evergreen Advisors, remarked, “After many years of working with Patrick in various settings, we are thrilled to have him join the firm. Patrick’s unique blend of experience in private equity, fair value reporting, and trust and estate matters significantly enhances the depth and quality of services we provide to clients and their advisors. The addition of Patrick is reflective of our commitment to delivering superior valuation and consulting solutions.”
Guthrie received his Master of Science in Finance (MSF) from the Sellinger School of Business at Loyola University Maryland and his Bachelor of Business Administration with a concentration in Finance from Towson University. He also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, and is an active member of the local Baltimore, Howard County, and Washington DC Estate Planning councils.
About Evergreen Advisors
Evergreen Advisors is a middle-market investment bank and corporate advisory firm focused on assisting organizations throughout their financial lifecycles to drive successful outcomes. Serving the Mid-Atlantic region, including Maryland, Washington D.C., Virginia, and Pennsylvania, Evergreen Advisors was formed in 2001 to provide innovative and strategic solutions to meet our client’s evolving business needs.
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.
