Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be speaking at the 2024 Builds Bio+ 2024 Philadelphia Breakfast Forum on May 7, 2024. Like many other […]
Evergreen Advisors, a middle-market Investment Bank and Corporate Advisory Firm headquartered in Columbia, MD, announced the promotion of professionals in its Investment Banking, Outsourced CFO Advisory, and Location Strategies practices. […]
On 4/25/2024, the American Society of Appraisers (“ASA”) held its 2024 ASA Spring Fair Value Conference. Below are a few key takeaways from the conference: Big 4 Leadership Panel The […]
We are proud to announce that Shelley Lombardo, President of Evergreen Advisors, has been recognized as a 2024 Women of Influence by I-95 Business. Making a difference is what drives […]
Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be participating on the opening panel at the 2024 Maryland MedTech Summit on Thursday, April 11th. Medical device […]
In 2018, as part of the Tax Cuts and Jobs Acts (TCJA), the lifetime exemption limit for estate and gift tax purposes was increased to allow individuals to transfer double […]
Discover the latest insights from the 2023 Annual Industry Market Report by Evergreen Advisors Capital for the Aerospace, Defense, and Government Services (ADG) sector: Key Findings: – Middle-market M&A continued […]
For this feature, we interviewed John Goode in Evergreen Advisors’ CFO Advisory Practice. John has over 25 years of executive financial management experience in private and public accounting, where he […]
In providing valuations for clients for a variety purposes, including financial reporting or estate and gift tax planning engagements, preparers should consider the impact on value of both State and […]
Evergreen Advisors Capital, a middle-market investment bank, announced that it advised Ultimate CNG, LLC (“UCNG”) on its sale to Critical Infrastructure Holdings, LLC (“CIH”). Headquartered in Chantilly, Virginia, UCNG is […]