Evergreen Advisors’ Joe Statter will be on the panel for An Owner’s Journey, a panel discussion presented by U.S. Trust on Oct 6th. The discussion will be held at The Hotel in Arundel Preserve in Hanover, Maryland. Attendees will hear about the experiences of the panelists’ on selling and transitioning companies. The panelists will provide insight and strategies for the challenges business owners face when deciding what the next step is for their business.
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Rick Kohr Speaker at MD Cyber CEO Breakfast Club
Evergreen Advisors’ Rick Kohr will be a speaker for the September MD Cyber CEO Breakfast Club on the 13th. September’s topic of discussion will be “Strategic Funding Options.”
Rick will be the Investment Banking and Venture Capital speaker. Other speakers for the morning will include: Mike Willets, PNC; Art Jacoby, MD Cyber Investment Partners; and Moss Amer, TEDCO.
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Evergreen Proud Sponsor of Beta City 2016
Evergreen Advisors is a proud sponsor of the 2016 Beta City Event taking place on September 29th. The event will be held at City Garage in Baltimore.
Beta City is presented by Betamore and Sagamore Ventures and is an annual event that recognizes and celebrates leaders, makers and innovators in Baltimore. The event brings together Baltimore’s greatest minds for a full day of pitches, startup demos and a celebration of the growing community. Beta City includes a Live Pitch Competition, a tour of City Garage, and a celebration of the greatest innovators in Baltimore. An Awards Ceremony will take place honoring the winners from the Pitch Competition.
Evergreen Advisors Welcomes Ron Gula to Advisory Board
Evergreen Advisors is pleased to announce the addition of Ron Gula to the Evergreen Advisory Board.
Evergreen Advisors focuses on assisting companies in the areas of corporate finance, growth and exit strategies, business valuation and CFO Advisory services. Ron will be joining board members Demian Costa of Sagamore Ventures, Chuck Cullen of Grotech Ventures, Ken Ulman of Margrave Strategies, Tom Sadowski of University of Maryland, Gregg Smith of Optio Labs, Rick Gertiz of LifeJourney, Paul Silber of Blu Ventures, and Jon Shaw of MetaSource.
CyberMaryland Conference 2016 to take place in October
The CyberMaryland Conference brings together academia, government and private organizations in a two day event to network and discuss cyber related industry topics and opportunities. Maryland is recognized as a cybersecurity leader, so what better place to hold the conference than in Baltimore, MD. Speakers and panelists on cyber and technology will be presenting on thoughts and issues in the cyber industry today. The conference is hosted by The National Cyber Security Hall of Fame and Federal Business Council.
Evergreen’s Rick Kohr has attended the event over the past several years and will be back again this year. Several of Evergreen’s Advisory Board members will be serving as speakers and panelists.
For more information about the 2016 Conference, please visit http://www.fbcinc.com/e/cybermdconference/overview.aspx
Rick Kohr & Michael Moore, CEO Tradepoint Atlantic
Rick Kohr, CEO of Evergreen Advisors, met up with Michael Moore, CEO of what used to be Sparrows Point Terminal in Baltimore, now known as Tradepoint Atlantic. Rick and Michael talked about the transformation of the terminal into an international business area in Maryland and what this transformation means for Baltimore and Maryland’s economic development.
“I had the pleasure of sitting down with Michael to discuss his current role and how he is planning to expand business both internationally and right here in Baltimore. I learned some interesting things I had not previously known about Baltimore and its opportunities for expansion, and I am excited to share those with you here.”
Rick Kohr, CEO, Evergreen Advisors
Print PDF Here: EA Interview Michael Moore 2016
CFO Advisory: Continuing Expansion and How We Can Help!
Hiring an outsourced CFO is more than just having a part-time employee helping with the simple accounting needs of your business. CFO’s bring expertise that reach deeper than basic accounting functions. At Evergreen Advisors, we go way beyond the basics. We offer an array of services to our clients to ensure they are improving financial reporting, closely managing cash flow, increasing profitability, gaining knowledge of the current capital markets and focusing on the keys to creating shareholder value.
Why choose us? We make sure that you focus on running and growing your business as we manage the financial reporting, capital needs and human resource aspects.
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Business Valuation Credentials/Certifications and their Meaning:
Credentials are important – They imply that an appraiser possesses a level of expertise and competence in the business valuation profession. Credentials establish minimum training and experience requirements, professional and ethical standards, and require the completion of mandatory continuing professional education (“CPE”) courses. Credentials set a standard to which all certified appraisers adhere to in order to preserve the trust of the public and are intended to assure that all credentialed appraisers maintain a requisite body of knowledge and apply methodologies consistently throughout a professional organization. [Read more…]
Evergreen Advisors Capital Completes Growth Financing for Perthera
Evergreen Advisors Capital (“Evergreen”), a boutique investment bank, is pleased to announce that it served as the exclusive financial adviser to Perthera, Inc. (“Perthera”), a leading precision medicine company, in its institutional Series A financing.
Perthera is the market and technology leader in Precision Cancer Analysis (“PCA”), which provides physicians a more accurate understanding of a patient’s cancer and thereby the ability to identify prospective treatment options personalized to the individual patient. At the same time, a PCA provides individuals access to a world-class actionable therapy plan wherever in the world they may be.
Andrew Mignatti, Chief Executive Officer of Perthera, commented, “We are pleased to complete this funding round and accelerate our progress in changing the way cancer is treated and enabling patients, no matter where they are located, to access state-of-the-art therapies. The team at Evergreen was instrumental and relentless in helping us originate, structure and close this financing.”
Morgan, Lewis & Bockius LLP served as legal counsel to Perthera.
Terms of the transaction were not disclosed.
Evergreen Advises Chesapeake System Solutions on Acquisition
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Chesapeake System Solutions, Inc. (“Chesapeake”) has been acquired by Trintech, Inc. (“Trintech”) a portfolio company of Vista Equity Partners and Spectrum Equity. Evergreen Advisors Capital acted as the exclusive financial advisor to Chesapeake.
Chesapeake delivers innovative financial software to the world’s leading retail, banking, corporate, insurance and financial institutions. Trintech is a leading provider of cloud-based financial solutions for the integrated Record-to-Report process. Trintech has over 900 clients worldwide with offices in the USA, UK, Australia, Netherlands, France, and Ireland, and partners in South Africa, Latin America, and Asia.
“We are thrilled to join an amazing team who, like us, works extremely hard to provide the highest level of customer satisfaction while transforming the systems and processes that make up the Record-to-Report market,” said Peter Vogelberger, CEO of Chesapeake System Solutions. “This is great news for our customers and our employees. Trintech shares our philosophy and vision for the future of the market, and we are excited to help expand their industry-leading Cadency® suite.”
Paul Klick of Evergreen Advisors Capital noted, “This transaction brings together two of the leading providers of enterprise class financial records management. Together they create a powerful platform serving the global marketplace.”
Terms of the transaction were not disclosed.
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