Category: Blog Posts
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The Importance of Accurate Portfolio Valuations for Investor Confidence
Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly. After all, the value of […]
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Evergreen Advisors Capital Advises Secure-EE on Its Sale to SIXGEN, a Washington Harbour Partners Portfolio Company
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to share that our client, Secure Enterprise Engineering, Inc. (Secure-EE), a leading provider of bespoke cybersecurity products and services across various […]
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Evergreen Advisors Capital Advises SPYROS on Its Sale to Synergy ECP, a Falfurrias Capital Partners Portfolio Company
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to announce that Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services for the U.S. Intelligence Community and […]
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Highlights from the 2024 ASA Spring Fair Value Conference
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 […]
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Navigating the Sunset of the Higher Gift and Estate Exemptions
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 […]
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2023 Annual Market Update: Aerospace, Defense, & Government Services
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 […]
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Evergreen’s Shelly Carmichael to Attend Business Facilities LiveXchange
Shelly Carmichael, Vice President of Evergreen Location Strategies, will attend the 20th annual Business Facilities LiveXchange event in Richmond, Virginia, March 17-19th, where she will join economic development and site […]
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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 […]
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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 […]
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Evergreen Advisors advises Ultimate CNG on its sale to Critical Infrastructure Holdings.
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 […]
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When Not to Implement an ESOP: Considerations for Businesses
Employee Stock Ownership Plans (ESOPs) have gained popularity as a way for companies to engage and incentivize their employees while providing a path to ownership. ESOPs can be a powerful […]
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Evergreen Location Strategies attends SFA Winter Fancy Food Show
Shelly Carmichael and 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 […]
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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 […]
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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 […]
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Evergreen Advisors Capital advises PRKK on its sale to SPA, an Arlington Capital Partners Portfolio Company
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 […]