Author: Sarah Austin
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Evergreen CFO Spotlight: John Goode
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 provided strategic financial advice on process improvement in the construction, technology, and government services sectors. Learn more about John, his career at Evergreen, and whether…
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New Proposed Tax Bill Includes Changes That Impact Valuations
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 Federal tax-related provisions. Tax provisions are frequently changing, whether it be due to a change in the Presidential administration or due to significant events such…
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Evergreen Advisors Capital Advises Ultimate CNG
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 a leading mobile deployment provider of compressed natural gas and liquefied natural gas services. UCNG’s core capabilities encompass a wide range of offerings, including pipeline…
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Evergreen Location Strategies attends SFA Winter Fancy Food Show
Morgan Trask of Evergreen Location Strategies will attend The Specialty Food Association’s 48th Annual Winter Fancy Food Show in Las Vegas this week, which brings together more than 1,200 domestic and global specialty food and beverage makers and manufacturers. The trade association represents over 3,000 businesses worldwide in this $194 billion specialty food industry. The…
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Evergreen Advisors Promotes Shelley Lombardo to President
Evergreen Advisors, LLC is pleased to announce the promotion of Shelley Lombardo to the position of President. This appointment reflects her outstanding contributions to the company and her proven leadership capabilities. “Shelley Lombardo’s promotion to President of the Advisory Practice, comprised of consulting, valuation, and outsourced CFO services, is not only a significant moment in…
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Highlights from ASA’s 2023 Fair Value Conference
On 12/7/2023, the American Society of Appraisers (ASA) held its 2023 ASA Fair Value Virtual Conference – Winter. Below are a few key takeaways from the conference: Valuation Credentials: The AICPA, ASA, and RICS will be sunsetting the Certified in Entity and Intangible Valuations (CEIV) credential. Ultimately, the decision was that this credential was too…
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Evergreen’s Shelley Lombardo Re-elected to Vice Chair of the Cybersecurity Association of Maryland
The Cybersecurity Association of Maryland, Inc. (CAMI), a regional membership association leading the advancement of cybersecurity through advocacy and collaboration, today announced new appointments to its Board of Directors, including its Executive Committee. CAMI’s Board of Directors, composed of 24 prominent technology and cybersecurity leaders, remains at the forefront of driving the organization’s programming to…
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2023 Q3 Market Update: Aerospace, Defense, & Government Services
Evergreen Advisors Capital is excited to announce the release of our 2023 Q3 Market Update for the Aerospace, Defense, & Government Services Market. This comprehensive report offers industry insights, highlighting noteworthy transactions, an analysis of M&A and private placement activity, and essential data on valuation metrics and stock price performance.
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Evergreen Advisors Capital advises PRKK on its sale to SPA
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Systems Planning & Analysis (“SPA”), a leading global provider of strategic advisory, systems engineering, modeling and simulation, advanced analytics, industrial policy, and program management solutions to government and defense customers, has acquired PRKK, LLC. Founded in 2006, PRKK’s mission is the advancement…