Services

In today’s dynamic business environment, emerging growth and middle-market companies face unique challenges and opportunities. Evergreen Advisors offers specialized financial solutions to navigate these complexities. As a leading investment banking and corporate advisory firm, we provide expert guidance and actionable insights, focusing on building lasting relationships and delivering results that exceed expectations.

Investment Banking

Evergreen Advisors Capital is a premier financial advisor to middle market and emerging companies, with expertise in capital raising, mergers, acquisitions, divestitures, management buyouts, joint ventures and strategic alliances.

At Evergreen, we are committed to providing expert guidance on your options and executing the strategy effectively and efficiently to a successful outcome.

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Corporate Advisory

Evergreen Advisors offers an array of corporate advisory services leveraging a team of experts with diversified professional expertise. These experts provide solutions to a wide range of financial scenarios and complex corporate needs.

We will assist you through the various stages of the company lifecycle, ranging from strategic shareholder initiatives to critical operational needs.

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Industries We Serve

Our team brings decades of hands-on experience across diverse sectors, successfully navigating complex business challenges and capitalizing on industry-specific opportunities. This deep, practical knowledge allows us to anticipate hurdles, identify hidden opportunities, and craft strategies that address the unique dynamics of each sector we serve, including but not limited to:

Government Contracting

Technology & Software

Distribution & Logistics

Manufacturing

Energy

Commercial & Industrial

Construction

Cybersecurity

Consumer & Retail

Business Services

Biotech & Healthcare

Transportation & Logistics

Recent Transactions

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Featured Insights

Evergreen Advisors Celebrates 25 Years

A Conversation with Founder Rick Kohr, President Shelley Lombardo, and President of Investment Banking Steve Prichett Twenty-five years ago, Evergreen Advisors was founded with a simple but powerful belief: great […]

Read more: Evergreen Advisors Celebrates 25 Years

What an Outsourced CFO Actually Does in the First 90 Days

As companies grow, things naturally get more complicated. More customers, more employees, more moving pieces, and more decisions that need to be made quickly. At a certain point, many leadership […]

Read more: What an Outsourced CFO Actually Does in the First 90 Days

4 Key Takeaways From the 2026 National ESOP Conference

Authored By: Patrick Lowry At The ESOP Association’s National 2026 Conference, Daniel Aronowitz, head of the Employee Benefits Security Administration (EBSA), outlined the agency’s evolving approach to ERISA enforcement and […]

Read more: 4 Key Takeaways From the 2026 National ESOP Conference

Spring 2026 Fair Value Conference – AI Impacts on Valuation Practices

Authored By: Will O’Donnell At the Spring 2026 ASA Fair Value Conference, the opening panel session brought together managing directors from industry leaders at Deloitte, EY, PwC, KPMG, and Kroll […]

Read more: Spring 2026 Fair Value Conference – AI Impacts on Valuation Practices

What New DOL Guidance Means for ESOP Valuations—and Why It Matters Now

Authored By: Pat Lowry For years, ESOP transactions have operated under a consistent backdrop of regulatory and legal scrutiny—especially around trustee independence, fiduciary processes, and transaction fairness. For trustees, fiduciaries, […]

Read more: What New DOL Guidance Means for ESOP Valuations—and Why It Matters Now

Strategic Planning Through the Lens of Business Valuation: Preparing for What’s Next

Authored By: Pat Lowry Planning Beyond the Present At some point, every business owner and leadership team faces the same fundamental question: How do I develop a succession plan that […]

Read more: Strategic Planning Through the Lens of Business Valuation: Preparing for What’s Next

The Questions Outsourced CFOs Ask That Help Investors Protect—and Grow Value

Investors are surrounded by information. The challenge is turning it into clarity at the moment it matters most. Portfolio companies generate reports, dashboards, and updates at a steady pace. Yet […]

Read more: The Questions Outsourced CFOs Ask That Help Investors Protect—and Grow Value

From Burn to Breakout: Financial Inflection Points Investors Should Watch For

When Investors Have to Decide Every investor faces moments where a portfolio company forces a decision: lean in, hold steady, or step back. These moments rarely arrive with clear signals. […]

Read more: From Burn to Breakout: Financial Inflection Points Investors Should Watch For