The biggest weakness we see in entrepreneurial businesses is a lack of access to high-level financial guidance when and where it’s needed. At the end of the month, quarter, or year, it’s all about the numbers; Revenues, costs, and cash flow – these are all issues that keep an entrepreneur up at night. In any high growth business, a solid finance function is an early key to success. Yet the cost for a full time CFO may be out of reach for many early stage companies. For many businesses an outsourced CFO can be that key to success.
Join Evergreen at the 5th Annual CyberMaryland Conference 2015
Join Evergreen Advisors at the 5th Annual CyberMaryland Conference 2015 scheduled for October 28th and 29th at the Baltimore Convention Center. The Conference includes thought leaders from Maryland’s Cyber Security sector and also features nationally recognized speakers and panelists on cyber and technology innovations. Sessions cover the most up-to-date information from thought leaders covering all facets of the cyber ecosystem. For example, previous sessions have allowed telecommunications businesses to learn about the benefits of managed security services. New this year are two sessions on securing venture funding for startup and late stage cyber security companies. The sessions will provide an opportunity for startups to connect directly with experienced cyber investors and will include two activities – the Cyber Shark Tank and the Cyber Investor Connection.
During the Cyber Shark Tank up to ten qualified early-stage companies will pitch before cyber investor “sharks” for cash prizes. Selected companies will present and receive feedback for 10-15 minutes from investors during a two-hour session on October 29th. To participate, companies must be in the seed or early stage, have an innovative cyber technology and a scalable business model. Judges will consist of venture capital and angel investors, bankers and serial entrepreneurs.
Evergreen Advisors’ Shelley Lombardo Elected Board President of XPX Maryland Chapter
Evergreen Advisors announced today that Shelley Lombardo, Chief Operating Officer, has been appointed by XPX Maryland as the Board President Shelley succeeds.
XPX Maryland is a local chapter of XPX Global, a community of professional advisors who work collaboratively to help owners build valuable businesses and prepare them for successful transition. Founded in 2006, each XPX Chapter is a locally-controlled non-profit organized by local leaders in the private company market.
XPX members include accountants, management consultants, attorneys, marketing and top-line business strategies, business coaches, insurance executives, mergers and acquisitions specialists, valuation and wealth management professionals and more – all working together to foster better understanding of the many disciplines that contribute to the health and profitability of private enterprises.
Evergreen Advises IMPAQ International on Acquisition
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that it was the exclusive financial advisor to IMPAQ International of Columbia, MD, a research, evaluation, and technical assistance firm, in connection with its acquisition of the assets of Educational Services, Inc. (ESI).
IMPAQ provides research and consulting services through the use of impact evaluation studies, applied research, policy analysis, quantitative and qualitative data analysis, and technical assistance. With the firm’s recent acquisition of ESI, they have expanded their service offerings to add information dissemination, conference management, training, and eLearning services to the company’s solutions portfolio. ESI will become IMPAQ’s Communications Solutions business unit. IMPAQ is headquartered in Columbia, MD, with additional offices in Washington, DC, Oakland, CA, Boston, MA, and Sarajevo, BA.
“Evergreen has been a partner with us through the process of negotiation and due diligence,” says Steve Coy, Managing Director, Corporate Development, at IMPAQ International. “Their expertise and guidance has been invaluable as we implement our external growth strategy.”
Terms of the transaction were not disclosed.
Evergreen Advises ROI in Recapitalization
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that it was the exclusive financial adviser to The ROI Companies of Timonium, MD, a full service revenue management firm specializing in the healthcare industry, in connection with its recapitalization. Chicago-based, Edgewater Funds provided the equity financing.
ROI provides critical services to hospitals and physician groups including insurance billing and follow-up, self-pay billing, coding, eligibility, consulting, cash acceleration and collections. The Company is headquartered near Baltimore, MD with offices in the Boston, Cleveland, Philadelphia and Washington, DC markets.
Chris Wunder, President of the ROI Companies commented, “We are thrilled with the support we got from Evergreen every step of the process. Their counsel was invaluable allowing us to make the best possible deal.”
Evergreen Advisors Announces Formation of Broker-Dealer in Expansion
Evergreen Advisors is a prominent middle market investment bank and corporate advisory firm focused on guiding companies in the areas of corporate finance, growth and exit strategies, business valuations and CFO advisory services. The firm is pleased to announce that they have received regulatory approval for Evergreen Advisors Capital, a wholly-owned subsidiary, to operate as a licensed Broker/Dealer, Member FINRA/SIPC.
“The firm has grown substantially over the past five years. The establishment of our own Broker/Dealer was a critical next step in the maturation of the company. Along with our emerging growth CFO Advisory Practice and Valuation Services, we are now a single-source provider of services for business consulting and transaction advisory. This makes our offering unique in this region. Our expertise, deep knowledge of the capital markets, and market insight provides our clients pertinent and uniquely tailored advice to maximize their value. ” stated Rick Kohr, Chief Executive Officer of Evergreen.
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Evergreen Advisors Continues Expansion
Evergreen Advisors is pleased to announce the addition of Eric Clarke to the team since the start of 2015 as well as share in their excitement about the growth of the firm.
Eric Clarke was welcomed in March of 2015 as Vice President in the CFO Advisory Practice. He is responsible for helping expand the outsourced CFO Advisory Practice, which serves early stage and growing businesses that need quality financial management, strategic guidance, and development of infrastructure. He has been an incredible asset to the firm thus far.
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RSA Conference April 2015
Join Evergreen Advisors’ Rick Kohr and thousands of other industry professionals at the RSA Conference, in San Francisco, California. It is the premier information security event of 2015 and you don’t want to miss it!
Conference attendees will learn about IT security’s most important issues through first-hand interactions with peers, luminaries and emerging and established companies, and will therefore stay connected and educated as the IT security field continues to grow.
Taking place from April 20 – 24 at the Moscone Center in San Francisco, California.
For more information on pricing, location, speakers, and other details please visit: www.rsaconference.com
Evergreen Advisors Expands With New Hires
Evergreen Advisors is pleased to announce the addition of Eric Clarke and Jessica Stoehr to their team.
Eric Clarke joined Evergreen Advisors in March of 2015 as Vice President in the CFO Advisory Practice, and will be responsible for helping to build the CFO Advisory Practice here at Evergreen. Our CFO Advisory Practice serves early stage and growing businesses that need quality financial management, strategic guidance, and development of infrastructure.
Mark Gretz, another Vice President in our CFO Advisory Practice, stated, “We are thrilled to have Eric joining our CFO Advisory Team. This is an exciting time for our growth, and Eric will be a key part in helping us to serve our expanding list of clients.”
ACG National Capital 21st Mid-Atlantic Growth Conference
Evergreen Advisors is attending the ACG National Capital 21st Mid-Atlantic Growth Conference on March 9th and 10th. The upcoming 21st Mid-Atlantic Growth Conference, Washington Technology Showcase and DealSource will feature the first ever Washington Technology Showcase, which aims to highlight some of the Washington area’s most promising technology companies. The two-day event will also feature keynote presentations from David Falk founder of F.A.M.E. and Michael Chasen, SocialRadar CEO and former Blackboard Co-Founder and CEO.
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