About Evergreen
Evergreen Advisors is a premier investment banking and corporate advisory firm that empowers emerging growth and middle-market companies with expert guidance in Investment Banking and Corporate Advisory services throughout their financial lifecycles.
Our Guiding Principles
Our core values shape every aspect of our business, guiding our approach to client service and team dynamics:
Tenacity
We are persistent and committed to our clients in driving value and successful outcomes.
Relationships
We build long–term relationships with our clients and friends of the firm.
Teamwork
We are dedicated to fostering a high-performing team that maximizes our collective strengths and expertise.
Integrity
Our business is based on trust. We believe in making commitments and delivering on what we promise.
Rooted in Relationships:
The Evergreen Advisors Story
Founded in 2001 by Rick Kohr, Evergreen Advisors began with a simple yet powerful philosophy: Relationships are at the heart of everything we do. We understand that behind every transaction, every valuation, and every piece of strategic advice, there are people. It’s this understanding that drives us to continually strive for better, to go the extra mile, and to build a name we’re proud to stand behind.
Headquartered in Columbia, Maryland – at the center of the Baltimore and Washington D.C. Metro region, our journey has been driven by an entrepreneurial spirit that still burns bright. Through hard work, a commitment to excellence, and an unwavering focus on relationships, Evergreen Advisors has expanded its services to include investment banking, business valuation, outsourced CFO advisory, and location strategies.
Meet the Leadership Team
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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Featured Insights
The Evergreen approach is the best in the region.
But don’t take our word for it.
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.
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.
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 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.