Evergreen Insights
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Evergreen Advisors Welcomes Kurt Fiore to CFO Advisory Practice
Evergreen Advisors, a middle-market investment banking and corporate advisory firm, is pleased to announce the addition of Kurt Fiore as Vice President in the firm’s Outsourced CFO Advisory practice. Fiore joins Evergreen with more than 20
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Justin Horsman Announced as Recipient of the 17th Annual Emerging Leaders Award
The M&A Advisor announced Justin Horsman, Managing Director of Evergreen Advisors Capital, as one of the winners of the 17th Annual Emerging Leaders Awards. Globally recognized for connecting, recognizing, and
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Evergreen Advisors Celebrates 25 Years
A Conversation with Founder Rick Kohr, President Shelley Lombardo, and President of Investment Banking Steve Prichett Twenty-five years ago, Evergreen Advisors was founded with a simple but powerful belief: great
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What an Outsourced CFO Actually Does in the First 90 Days
As companies grow, things naturally get more complicated. More customers, more employees, more moving pieces, and more decisions that need to be made quickly. At a certain point, many leadership
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4 Key Takeaways From the 2026 National ESOP Conference
Authored By: Patrick Lowry At The ESOP Association’s National 2026 Conference, Daniel Aronowitz, head of the Employee Benefits Security Administration (EBSA), outlined the agency’s evolving approach to ERISA enforcement and
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Spring 2026 Fair Value Conference – AI Impacts on Valuation Practices
Authored By: Will O’Donnell At the Spring 2026 ASA Fair Value Conference, the opening panel session brought together managing directors from industry leaders at Deloitte, EY, PwC, KPMG, and Kroll
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What New DOL Guidance Means for ESOP Valuations—and Why It Matters Now
Authored By: Pat Lowry For years, ESOP transactions have operated under a consistent backdrop of regulatory and legal scrutiny—especially around trustee independence, fiduciary processes, and transaction fairness. For trustees, fiduciaries,
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Strategic Planning Through the Lens of Business Valuation: Preparing for What’s Next
Authored By: Pat Lowry Planning Beyond the Present At some point, every business owner and leadership team faces the same fundamental question: How do I develop a succession plan that
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The Questions Outsourced CFOs Ask That Help Investors Protect—and Grow Value
Investors are surrounded by information. The challenge is turning it into clarity at the moment it matters most. Portfolio companies generate reports, dashboards, and updates at a steady pace. Yet
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From Burn to Breakout: Financial Inflection Points Investors Should Watch For
When Investors Have to Decide Every investor faces moments where a portfolio company forces a decision: lean in, hold steady, or step back. These moments rarely arrive with clear signals.
