Evergreen Advisors team’s includes a multidisciplinary team of experts that are dedicated to ensuring our client’s success. Steve is a member of Evergreen Advisors’ Corporate Advisory practice as a strategic advisor. He is a relationship-based corporate financial advisor and has advised companies from early-stage to growth stage and the sale of businesses.
He has a wide range of industry experience which includes manufacturing, business services, medical technology, advanced materials, logistics, e-commerce, software, and SAAS-based solutions. He has more than thirty years of experience in capital markets, investment banking, and securities valuation activities. His experience includes advising clients in formulating strategic plans, mergers, and acquisitions, recapitalization, raising capital, and valuing closely-held businesses and non-marketable securities.
Client engagements which start with valuation-based planning or strategic advisory services but over time include acquisitions, growth financing(s), recapitalization(s), and the eventual sale of the business.[Read more…]