Author: Caprice Bradley
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Evergreen Advisors Capital Serves as Financial Advisor to Continental Contractors
Evergreen Advisors Capital, a middle-market investment bank, is proud to announce that it advised Continental Contractors (“Continental”), a leading provider of luxury hospitality renovation services to premier hotel owner groups and project management firms nationwide, on its sale to Progress Equity Partners (“Progress Equity”), a private investment firm. Founded in 2003, Continental is the largest,…
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Evergreen Advisors Welcomes Kurt Fiore to CFO Advisory Practice
Evergreen Advisors, a middle-market investment banking and corporate advisory firm, is pleased to announce the addition of Kurt Fiore as Vice President in the firm’s Outsourced CFO Advisory practice. Fiore joins Evergreen with more than 20 years of experience advising and leading organizations across a broad range of industries and business stages, from startup ventures and Fortune 500 corporate finance environments…
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Justin Horsman Announced as Recipient of the 17th Annual Emerging Leaders Award
The M&A Advisor announced Justin Horsman, Managing Director of Evergreen Advisors Capital, as one of the winners of the 17th Annual Emerging Leaders Awards. Globally recognized for connecting, recognizing, and informing professionals in mergers and acquisitions, restructuring, and corporate finance, The M&A Advisor established the Emerging Leaders Awards to honor outstanding young professionals shaping the…
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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 advisory work starts with strong relationships. What began in 2001 as an entrepreneurial vision has grown into a multi-disciplinary advisory firm serving clients through some…
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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 teams realize they’ve outgrown the systems and processes that got them to where they are. That’s usually when an outsourced CFO comes in. An outsourced…
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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 oversight. His comments signaled a potentially more balanced regulatory posture, including reduced second-guessing of responsible fiduciaries and a focus on fair and even-handed enforcement efforts.…
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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 to discuss how artificial intelligence (“AI”) is reshaping valuation practices. The conversation offered a candid look at both the opportunities and challenges as firms integrate…
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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, and business owners, valuation challenges remain a key concern. In April 2026, the DOL’s Employee Benefits Security Administration (EBSA) outlined updated enforcement priorities that point…
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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 will help ensure the continuity of the business while providing liquidity to current shareholders? For some, the answer points toward a sale. For others, it…
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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 many of the most consequential decisions—whether to lean in, hold steady, or step back—are made with incomplete context. By the time issues surface clearly in…