Evergreen Advisors, a middle-market Investment Banking and Corporate Advisory firm with offices in Columbia, MD, and McLean, VA, is pleased to announce the admission of four new partners to the firm. Shelley Lombardo, Steve Prichett, Eric Clarke, and Patrick Lowry have been key members of the firm and have made significant contributions in accelerating the growth and success of our firm.
“This is an exciting time for Evergreen Advisors,” said Rick Kohr, CEO of Evergreen Advisors. “Over the past year, we have celebrated our move into new headquarters in the Merriweather area of Columbia and witnessed substantial growth across all practice areas of the firm. Equally significant, we are thrilled to welcome four highly-valued team members as owners, which is a remarkable achievement that recognizes their excellence in their respective areas of expertise and their unwavering dedication to our clients. We take immense pride in commemorating this exciting milestone with these well-deserved promotions. Evergreen feels fortunate to have such an exceptionally talented group of individuals to assume increased responsibilities as our firm continues to grow. We extend our heartfelt congratulations to them on this significant accomplishment.”
Shelley is the Chief Operating Officer at the firm and manages the Corporate Advisory practice of Evergreen Advisors. She is responsible for overseeing the day-to-day operations and strategic initiatives of the organization and has extensive experience in all facets of the organization, from driving business strategy to client relationships. She has a broad background in corporate finance, focusing on the middle market.
Eric is the Managing Director of Evergreen Advisor’s CFO Advisory practice and brings over 20 years of CFO and finance experience, providing invaluable guidance in meeting the accounting requirements of emerging and high-growth companies across different stages of their growth journey. With a strong background in cybersecurity, technology, and life sciences sectors, Eric specializes in supporting capital raises, growth strategies, and successful exits for notable companies like Microsoft and Synopsys, offering indispensable CFO guidance throughout the entire life cycle of a company.
Pat serves as the Managing Director of Evergreen’s Business Valuation practice. Pat’s background includes over 25 years of experience in leading complex business valuation engagements for a variety of purposes including estate and gift tax planning, Employee Stock Ownership Plans (ESOPs), shareholder disputes, Fairness Opinions, stock options and financial reporting.
Steve is a Managing Director of Evergreen’s Investment Banking Practice, Evergreen Advisors Capital, bringing nearly two decades of investment banking experience in the government services industry, technology, aerospace, defense, and professional services with extensive transactional expertise in middle-market mergers and acquisitions, including representing buyers and sellers, raising private capital, and raising public equity.
Evergreen Advisors is thrilled to recognize these new shareholders’ exceptional talent and invaluable contributions, who bring a wealth of expertise and experience to our firm. As we embark on an exciting phase of growth and opportunity, we eagerly anticipate the enthusiasm and fresh perspectives they will bring to our organization. Together, we are poised for a future filled with exciting possibilities and continued success.
About Evergreen Advisors
Evergreen Advisors is a middle-market investment bank and corporate advisory firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. Serving the Mid-Atlantic region, including Maryland, Washington D.C., Virginia, and Pennsylvania, Evergreen Advisors, LLC was formed in 2001 to provide innovative and strategic solutions to meet our client’s evolving business needs.
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.