Following His Recent Promotion, Steve Reflects on the Team’s Growth, Strategy, and What’s Ahead for Evergreen Advisors Capital
Evergreen Advisors recently announced a series of strategic promotions within its investment bank Evergreen Advisors Capital—a milestone that reflects the firm’s continued momentum, deepening industry presence, and commitment to delivering high-impact outcomes. Among the promotions, Steve Prichett was named President and Head of the Investment Bank, Evergreen Advisors Capital. With over 25 years of experience advising middle-market companies, Steve has been a driving force in shaping a practice known for its disciplined execution, industry insight, and relationship-first approach.
“Steve’s strategic vision and ability to guide clients through transformational moments have been pivotal to our success,” said Rick Kohr, CEO of Evergreen Advisors. “His leadership has helped us build an investment bank that not only delivers results but sets a new bar for client trust and value creation.”
As the newly appointed Head of Investment Banking, Steve shares his perspective on the evolution of Evergreen’s practice and where the team is headed next.
Q: Steve, congratulations on your promotion to President of Evergreen Advisors Capital! Let’s start by talking about the investment bank at Evergreen. What sets it apart?
Steve:
Thank you—it’s an exciting time for our team. What really sets Evergreen Advisors Capital apart is our combination of deep industry knowledge and a relationship-first approach. We’ve built a team that doesn’t just execute transactions—we guide clients through some of the most important and complex decisions they’ll ever face. That includes M&A, capital formation, divestitures, and strategic advisory. Whether we’re advising a founder preparing for an exit or helping a company raise growth capital, we’re bringing experience, rigor, and a real commitment to the people behind the business.
Q: Evergreen Advisors Capital has seen a lot of momentum in recent years. What’s driving that growth?
Steve:
There are a few key factors at play. First, we’ve been strategic about the industries we focus on—cybersecurity and IT, software and SaaS, aerospace, defense & government services, construction & engineering, and healthcare. These are areas where we have deep expertise and strong networks. Second, we’ve continued to invest in our team, as seen in our recent round of promotions. The talent we have across all levels—from Managing Directors to Analysts—is exceptional. And lastly, our clients are increasingly seeking an advisory partner who not only understands their industry but also brings a thoughtful, disciplined process to the table. That’s exactly what we strive to deliver.
Q: How has your personal background shaped your approach to leadership within the practice?
Steve:
I’ve spent more than 25 years advising middle-market companies, working with founders, private equity groups, and corporate buyers through various stages—growth-stage capital raises, strategic acquisitions, exits, and more. What’s most important to me is that these deals are not just transactions; they often represent defining moments in someone’s career or legacy.
A key moment in shaping my perspective as a leader came when I stepped away from investment banking for 10 years to run my own company. That experience gave me a deeper appreciation for what business owners go through—the challenges of scaling, decision-making, and navigating growth. It’s helped me lead with more empathy and a stronger focus on people, process, and purpose.
Q: What excites you most about the future of Evergreen Advisors Capital?
Steve:
There’s real opportunity ahead. We’re expanding our footprint geographically and deepening our presence in industries that are evolving quickly—particularly cybersecurity, technology, and government services. We’re also seeing more complex deals, which speaks to the confidence clients have in our capabilities. What excites me most is that we’re building for long-term impact. That means investing in people, developing industry-leading insights, and staying focused on helping our clients succeed.
Q: Any advice for business owners considering a transaction in the next 12 to 24 months?
Steve:
Start early and surround yourself with the right advisors. Whether you’re thinking about selling, raising capital, or evaluating your strategic options, the earlier you engage, the better positioned you’ll be to drive value and avoid surprises. We often come in early to help owners assess timing, readiness, and potential paths—and those conversations can be just as valuable as the transaction itself. Also, find a partner who listens, not just one who talks. That’s how we approach every engagement.
Q: Final thoughts?
Steve:
I’m incredibly proud of where we are—and even more excited about where we’re headed. The recent promotions within our team reflect both our growth and our belief in building a best-in-class investment bank. We’re grateful to our clients and partners who continue to trust us with big decisions, and we’re energized to keep raising the bar.
About Evergreen Advisors
For over 20 years, the firm has been a trusted advisor to growth-minded companies, delivering a full range of investment banking and financial advisory services focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. The firm provides innovative and strategic solutions in the areas of: Investment Banking, Outsourced CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies. With a collaborative, relationship-driven approach and a deep bench of subject matter experts, Evergreen Advisors helps companies navigate complexity, seize opportunity, and accelerate success.
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC
