Category: Blog Posts
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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…
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Unlocking the Potential for Economic Incentives for Growth
Billions of dollars are invested into U.S. businesses every year by economic development agencies across the country. These investments come in the form of tax credits and incentives aimed at attracting, recruiting, and supporting targeted industries. However, many companies are unaware of the existence of these incentives or mistakenly believe they don’t qualify. Even those…
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Incentives Unleashed: Maximize ROI on Business Expansions
Billions of dollars are invested into U.S. businesses every year by economic development agencies across the country. These investments come in the form of tax credits and incentives aimed at attracting, recruiting, and supporting targeted industries. However, many companies are unaware of these incentives or mistakenly believe they don’t qualify. Even those who receive incentives…
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Outsourcing CFO Services: Unlocking Growth Potential for Your Company
In today’s dynamic business landscape, companies are constantly seeking innovative ways to streamline operations, optimize resources, and drive growth. One area that plays a pivotal role in achieving these objectives is financial management. As businesses strive to reach the next level, the question arises: Should you hire an outsourced CFO? In this blog post, we…
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Tax Benefits Await Investors in Small Business Stock
For many years, investors in qualified small business stock (QSBS) have sought to take advantage of a little-known tax election under Section 1202 of the Internal Revenue Code (IRC). Subject to certain eligibility requirements (outlined below), Section 1202 allows stockholders to claim an exclusion from the gain on the sale of QSBS for federal income…
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Entrepreneur Spotlight: Simple Cell
In this edition of our Entrepreneur Spotlight, we’re thrilled to showcase one of our remarkable Outsourced CFO clients, Simple Cell, and highlight its co-founder, Nick Skelly. As a pioneering re-commerce company, Simple Cell has forged strong partnerships with manufacturers, national distributors, and big-box retailers. Their mission is to maximize the value and extend the life…
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Q2 2023 Aerospace, Defense, & Government Services Market Update
Evergreen Advisors Capital is excited to announce the release of our Q2 2023 Aerospace, Defense, & Government Services Market Update. 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. Read more or Download Here:
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Southern Garrett High, GRIT, Actions Not Words, Steel Curtain, We Are Family, “Just Swing the Bat”
An Interview with Rob Sharps, Chief Executive Officer and President, T. Rowe Price In January 2022, Rob Sharps officially became CEO of T. Rowe Price Group. Growing up in Garrett County and attending Southern Garrett High, Rob’s career has been special and accelerated quickly. He went to Towson University, majored in accounting, and got his…
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Evergreen advises JRAD on its sale to Sayres Defense
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Sayres Defense, a Broadtree Partners portfolio company, has acquired Joint Research and Development (JRAD). Broadtree Partners is a middle-market private equity firm with a specific focus on aerospace, defense, intelligence, and federal civilian government services. JRAD is a leading provider of test and…
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Behind the Scenes with Fred Shaw: Vice President at Evergreen Advisors and Outsourced CFO at BTS
Fred Shaw is a Vice President in the CFO Advisory Practice of Evergreen Advisors, LLC. With diversified experience in both public and private accounting, Fred has provided financial advisory services to clients in various industries, including Manufacturing, Health Care, Service, and Government Contracting. At Evergreen Advisors, Fred helps businesses achieve their financial goals by providing…
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Evergreen Advises n2grate on its sale to BlueAlly
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that BlueAlly, a Source Capital portfolio company, has acquired n2grate. Evergreen Advisors Capital acted as the exclusive financial advisor to n2grate. The terms of the transaction were not disclosed. Rick Kohr, Chief Executive Officer of Evergreen Advisors Capital, noted, “Steve Halligan and the whole…
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Cash Flow Management During a Recession
A recession is a period of economic slowdown that can have far-reaching consequences for businesses and individuals alike. With that in mind, it is more important than ever to be proactive and take control of one’s cash flow. It is a critical factor for both businesses and individuals to navigate the challenges posed by a…
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Transaction Risk and Fairness Opinions
For almost 40 years, Fairness Opinions have been used as a critical part of the mergers and acquisitions process. A fairness opinion is a financial advisor’s opinion that states whether or not the financial terms of a proposed transaction are within a range of fairness, expressed from an economic point of view to one or…
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Entrepreneur Spotlight: COMSO
Giving Back and Exceptional Performance are two ways COMSO is making it happen every day within the IC and IT industry in Maryland. Check out more about how they do it in our Entrepreneur Spotlight with Jacqui Magnes, CEO of COMSO. When I acquired COMSO, my vision was more of a textbook vision- Exceptional performance…
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A Strategic CFO: Why a Strategic CFO is a Priority
A strategic CFO will be your course navigator, someone you can trust to be your co-pilot, an expert you can depend on to help make important decisions for your company. Whether your business is an early stage or an established enterprise, a strategic CFO is imperative to a successful company at any stage in its…