Evergreen Advisors’ Rick Kohr and Sam DiPaolaare speaking at the Smart Business Dealmakers Virtual Conference on Wednesday, June 9th. They will be on the 1pm panel with @Bill McComas from Bowie Jensen and @Tim Carroll from Microsoft to talk about Transaction Options and their Catalysts, Possible Tribulations and Triumphs.

The Smart Business Dealmakers Conference connects thousands of local dealmakers – from middle-market CEOs to top investors and lenders to leading M&A advisers. This virtual event will bring together middle-market entrepreneurs, investors and advisers to discuss the new landscape for business and what you can do today to keep your business growing.  In addition to a wide range of panel discussions, the event will use a unique platform that allows one-to-one video networking among attendees. You can visit this link to learn more about the event, view the agenda and see the 2021 panelists.

About Evergreen Advisors

Evergreen Advisors, LLC is a leading investment banking and corporate advisory firm focused on assisting emerging growth and middle-market companies in the areas of corporate finance, growth and exit strategies, business valuation, Outsourced CFO services and advisory services. Providing innovative and strategic solutions, the team has completed over 100 M&A and capital raising transactions, totaling over $5 billion in value for publicly traded and privately held companies. Evergreen has offices in Columbia, MD and Mclean, VA. For more information, visit www.evergreenadvisorsllc.com

Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC. https://evergreenadvisorsllc.com/

Evergreen Advisors is pleased to announce that Will O’Donnell. CPA, ASA, ABV, has been promoted to Director in our Business Valuation Practice. Will is based in our Columbia, MD office.

He has also valued numerous ownership interests in holding companies owning real estate, investment portfolios, or various other assets.

“Will’s steady dedication to client service and quality work product has allowed him to become a key member of the business valuation team.  I look forward to working with him as we grow the practice” Pat Lowry, Managing Director Business Valuation.

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Members of the Business Valuation Practice Group of Evergreen Advisors offer you reliable business valuation advice and well-reasoned opinions. Our findings are supported by actual market transactions, the most recent industry and economic research, the latest in valuation methodologies, and actual transaction experience. We have experience with a wide range of industries and can assist you with a variety of business valuation advice in connection with the following services: Estate and Gift Tax Planning, Fair Value for Financial Reporting, Equity Incentive Plans (409A), Employee Stock Ownership Plans (ESOPs), Transaction Support, and Fairness & Solvency Opinions.

Have questions? Please contact us at 410-997-6000.

Evergreen Advisors is pleased to announce the addition of Jeff Reed, Morgan Trask, and Jacob DiMattia into our Location Strategies Practice.

“We are excited for the expansion to our Location Strategies team. These key new hires play a critical role in our ability to serve our growing roster of clients and additional projects. Jeff brings over 30 years of experience in location analysis, site selection, and business incentive service combined with Morgan and Jacob’s analytic backgrounds; they are all tremendous assets to our clients”, Shelley Lombardo, Chief Operating Officer.

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Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Tactical & Survival Specialties, Inc. (“TSSi”) has been acquired by Noble Sales Co. Inc. d/b/a Noble Supply & Logistics (“Noble”).  Evergreen Advisors Capital acted as the exclusive financial advisor to TSSi with legal advice provided by Flora Pettit PC.

Evergreen Advisors team’s includes a multidisciplinary team of experts that are dedicated to ensuring our client’s success.

For this feature, we asked Harris a few questions about his role at Evergreen, what he is most proud of, and to find out whether or not he likes pineapple on pizza. 

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Evergreen Advisors team’s includes a multidisciplinary team of experts that are dedicated to ensuring our client’s success.

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Evergreen Advisors, a middle-market Investment Bank and Corporate Advisory Firm, with offices in both Columbia, MD and McLean, VA, is pleased to announce the addition of Jeff Reed as a Director in our Location Strategies Practice.

Most recently, Jeff was the head of Virginia’s Growth Alliance (VGA), the regional economic development organization comprised of six counties and one city located within southeastern Virginia along the state border.

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Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised G2SF, Inc. (“G2SF”) on its sale to Gunnison Consulting Group, Inc. (“Gunnison”).

Headquartered in Reston, Virginia, G2SF INC. is a Government focused IT consultancy and enterprise solution provider with core competencies in IT Service Management (ITSM), Mobility Engineering and Management, Security Engineering and Management, and IT Engineering & Integration. Their clients are responsible for the largest IT organizations in the world, including the Defense, Intelligence, and Civilian Agencies within the U.S. Government. As a result of G2SF’s involvement, their clients have realized measurable improvements in operational efficiencies, a reduction in sustainment costs, and an improvement in services.

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Evergreen Advisors, a middle market Investment Bank and Corporate Advisory Firm, with offices in both Columbia, MD and McLean, VA, is pleased to announce the addition of John Ellis into Evergreen’s CFO Advisory Practice.

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In this Entrepreneur Spotlight, we highlight KaloCyte, a company transplanted from St. Louis, Missouri now located in Baltimore at the University of Maryland BioPark. 

KaloCyte is developing a solution for when blood is not available. They have demonstrated proof of concept for ErythroMer™, a dried, bio-inspired artificial red blood cell substitute envisioned for use as an oxygen carrier when stored red blood cells are unavailable, undesirable, or in short supply. 

For this feature, we interviewed Elaine Haynes, President and CEO, who has 30 years of healthcare leadership expertise and extensive experience with the commercial development of complex pharmaceuticals on the vision she sees for KaloCyte.

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