Author: Caprice Bradley
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Mentorship, Markets, and Momentum: A Conversation with Justin Horsman, Managing Director
This year, Evergreen Advisors celebrated a series of strategic promotions within its investment banking team, Evergreen Advisors Capital—a reflection of the firm’s ongoing growth, expanding industry presence, and dedication to delivering high-impact results. Among those promoted, Justin Horsman was named Managing Director. Justin shares his insights on how Evergreen’s practice has evolved and what’s ahead…
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Evergreen Advisors Capital Serves as Financial Advisor to QED Systems
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised QED Systems, LLC, a Maryland-based defense firm, on its sale to Peerless Technologies Corporation, a leading government services and mission engineering provider. Steve Prichett, Head of Evergreen Advisors Capital, shared, “We’re proud to have partnered with QED Systems throughout this process. We appreciate…
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Using Comparable Company Transactions for Business Valuation and Sale Planning
Authored By: Will O’Donnell A sound business valuation provides the foundation for strategic initiatives such as planning a sale, evaluating investments, meeting tax requirements, and ensuring transparent financial reporting. In valuation, there are a variety of approaches commonly used. One of the most widely used market-based approaches is the Guideline Transaction Method (GTM). This method…
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Evergreen Advisors Capital Serves as Financial Advisor to Spathe Systems on Its Merger with Quiet Professionals
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Spathe Systems LLC (“Spathe”) on its merger with Quiet Professionals LLC (“Quiet Professionals”), a portfolio company of McNally Capital, a private equity firm specializing in aerospace & defense and industrial technology & services investments in the lower middle market. The combined platform is…
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Your Site Selection Is Set—Now It’s Time to Maximize Its Value
Authored By: Morgan Trask Once a site is secured and the project is announced, most companies turn their attention to execution—hiring, construction, and launching operations. But this post-announcement phase is just as important as the site selection itself. It’s where implementation, compliance, and ongoing incentive management determine how much of a project’s full value is…
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How Innovation Shapes Finance: Evergreen CFOs Reflect on the 2025 DataTribe Innovation Day
At this year’s DataTribe’s 2025 Cyber Innovation Day, innovation certainly took center stage — from breakthroughs in artificial intelligence and cybersecurity to the future of emerging technologies shaping business growth. The event brought together entrepreneurs, investors, and thought leaders to explore how small and early-stage companies can excel in an environment where technology evolves faster…
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Evergreen Advisors Capital Serves as Financial Advisor to Integrated Waste Analysts
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Integrated Waste Analysts, a leading waste management and recycling solutions provider for industrial waste, equipment rental, and commodity management companies, on its sale to Reconomy through Lincoln Waste Solutions. Founded in 1996 and headquartered in Hanover, Maryland, Integrated Waste Analysts counts leading US…
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When to Outsource CFO vs Hire In-House
Authored By: Eric Clarke Growing companies eventually reach a stage where basic bookkeeping and accounting support aren’t enough. At this point, leadership teams start asking a critical question: When is the right time to bring on a Chief Financial Officer (CFO)? For many businesses, the decision comes down to whether to outsource CFO services (sometimes called…
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Should My Company Consider an ESOP?
Authored By: Patrick Lowry If you’re exploring succession planning or liquidity strategies, an Employee Stock Ownership Plan (ESOP) may be worth considering. While ESOPs can be complex and highly regulated, they offer unique tax advantages and long-term benefits for both business owners and employees. Here’s what to know when evaluating whether your company is a…
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Cap Table Strategy in 2026: Protecting Ownership and Control
Authored By: Eric Clarke When raising capital, most founders focus on valuation and dollars raised. What often gets overlooked is the long-term impact on ownership and control. That’s where cap table management and dilution planning come in. A well-structured cap table (capitalization table) doesn’t just show who owns what today—it models what ownership could look like…