Evergreen Advisors is a prominent middle market investment bank and advisory firm focused on guiding companies in the areas of corporate finance, growth and exit strategies, business valuations and CFO advisory services. The firm announced today the celebration of its 15th Anniversary serving clients.
When asked about his vision back in 2001, CEO Rick Kohr stated, “It was the desire to succeed and prove out the model to myself and the marketplace. I wanted to build a meaningful, high-reputation business that is a relationship business and not solely a transaction focused business. I am very thankful to our team of individuals who are both creative and capable of finding solutions that others don’t find. Best effort, creativity, and integrity are the three areas that we are as good as or better than any other firm. Our success over the past 15 years has been a result of that commitment.”
Shelley Lombardo, Chief Revenue Officer, added, “For 15 years, Evergreen has been unique in being a firm that is passionate in helping our clients achieve their goals. The success of our clients has been the foundation of our own, and we are very thankful to them for the relationships we have developed.”
Kohr opened the firm in 2001 and since that time has grown into two offices; Columbia, Maryland and Tysons Corner, Virginia with clients throughout the U.S. The CFO Advisory practice focuses on early stage and growing businesses that need quality financial management, strategic guidance, and development of infrastructure. The Investment Banking practice, run through Evergreen Advisors Capital, is a leading M&A advisor to middle market companies, with expertise in exit strategies, divestitures, acquisitions, merger advisory, management buyouts, joint ventures, ESOP’s and strategic alliances. The Business Valuation practice, which consists of credentialed professionals, is experienced in a wide range of industries and can assist with a wide range of business valuation advice in connection with tax issues, financial reporting, equity incentive plans, litigation support, fairness and solvency opinions, and transaction support. Through these three practice groups and a portfolio of over 100 transactions, Evergreen has grown a reputable business that will continue to face even more prosperity as we look ahead.
About Evergreen Advisors
Evergreen Advisors is a leading middle market investment bank and corporate advisory firm focused on assisting companies in the areas of corporate finance, growth and exit strategies, business valuation and CFO advisory services.
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.