Evergreen Insights
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The Importance of Accurate Portfolio Valuations for Investor Confidence
Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly. After all, the value of […]
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Navigating New Waters: Inside LS GreenLink’s 2-Year Journey to Chesapeake, VA with Evergreen’s Jacob Di Mattia
Authored By: Jacob Di Mattia Navigating the complexities of site selection for a major offshore wind (OSW) manufacturing facility is no small feat, but Evergreen’s Location Strategies team rose to […]
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Evergreen Location Strategies Guides FreshRealm’s Expansion in Montezuma, Georgia
FreshRealm, a national leader in fresh meal delivery, is set to expand its operations in Montezuma, Georgia, following strategic guidance from Evergreen Location Strategies. This expansion will bring over 300 […]
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Evergreen Location Strategies Advises LS GreenLink’s $680 Million Submarine Cable Facility Investment in Virginia
Evergreen Advisors Location Strategies, a premier site selection team that specializes in optimizing business operations through strategic relocations, expansions, and consolidations, is pleased to share that our client, LS GreenLink […]
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Evergreen Advisors Capital Advises Secure-EE on Its Sale to SIXGEN, a Washington Harbour Partners Portfolio Company
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to share that our client, Secure Enterprise Engineering, Inc. (Secure-EE), a leading provider of bespoke cybersecurity products and services across various […]
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Evergreen Advisors Capital Advises SPYROS on Its Sale to Synergy ECP, a Falfurrias Capital Partners Portfolio Company
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to announce that Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services for the U.S. Intelligence Community and […]
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Evergreen Advisors Welcomes Business Valuation Expert Patrick Guthrie, CFA
Evergreen Advisors, a leading investment banking and corporate advisory firm for middle-market companies in the Mid-Atlantic, announced Patrick Guthrie, CFA has joined as a Director to the Corporate Advisory practice’s […]
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George Davis at Builds Bio+ 2024 Philadelphia
Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be speaking at the 2024 Builds Bio+ 2024 Philadelphia Breakfast Forum on May 7, 2024. Like many other […]
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Evergreen Announces Promotions
Evergreen Advisors, a middle-market Investment Bank and Corporate Advisory Firm headquartered in Columbia, MD, announced the promotion of professionals in its Investment Banking, Outsourced CFO Advisory, and Location Strategies practices. […]
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Highlights from the 2024 ASA Spring Fair Value Conference
On 4/25/2024, the American Society of Appraisers (“ASA”) held its 2024 ASA Spring Fair Value Conference. Below are a few key takeaways from the conference: Big 4 Leadership Panel The […]
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Shelley Lombardo honored by 1-95 Magazine
We are proud to announce that Shelley Lombardo, President of Evergreen Advisors, has been recognized as a 2024 Women of Influence by I-95 Business. Making a difference is what drives […]
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Evergreen’s George Davis at 2024 Maryland MedTech Summit
Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be participating on the opening panel at the 2024 Maryland MedTech Summit on Thursday, April 11th. Medical device […]
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Navigating the Sunset of the Higher Gift and Estate Exemptions
In 2018, as part of the Tax Cuts and Jobs Acts (TCJA), the lifetime exemption limit for estate and gift tax purposes was increased to allow individuals to transfer double […]
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2023 Annual Market Update: Aerospace, Defense, & Government Services
Discover the latest insights from the 2023 Annual Industry Market Report by Evergreen Advisors Capital for the Aerospace, Defense, and Government Services (ADG) sector: Key Findings: – Middle-market M&A continued […]
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Evergreen’s Shelly Carmichael to Attend Business Facilities LiveXchange
Shelly Carmichael, Vice President of Evergreen Location Strategies, will attend the 20th annual Business Facilities LiveXchange event in Richmond, Virginia, March 17-19th, where she will join economic development and site […]
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Evergreen CFO Spotlight: John Goode
For this feature, we interviewed John Goode in Evergreen Advisors’ CFO Advisory Practice. John has over 25 years of executive financial management experience in private and public accounting, where he […]
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New Proposed Tax Bill Includes Changes That Impact Valuations
In providing valuations for clients for a variety purposes, including financial reporting or estate and gift tax planning engagements, preparers should consider the impact on value of both State and […]
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Evergreen Advisors advises Ultimate CNG on its sale to Critical Infrastructure Holdings.
Evergreen Advisors Capital, a middle-market investment bank, announced that it advised Ultimate CNG, LLC (“UCNG”) on its sale to Critical Infrastructure Holdings, LLC (“CIH”). Headquartered in Chantilly, Virginia, UCNG is […]
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When Not to Implement an ESOP: Considerations for Businesses
Employee Stock Ownership Plans (ESOPs) have gained popularity as a way for companies to engage and incentivize their employees while providing a path to ownership. ESOPs can be a powerful […]
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Evergreen Location Strategies attends SFA Winter Fancy Food Show
Shelly Carmichael and Morgan Trask of Evergreen Location Strategies will attend The Specialty Food Association’s 48th Annual Winter Fancy Food Show in Las Vegas this week, which brings together more […]
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Evergreen Advisors Promotes Shelley Lombardo to President
Evergreen Advisors, LLC is pleased to announce the promotion of Shelley Lombardo to the position of President. This appointment reflects her outstanding contributions to the company and her proven leadership […]
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Highlights from ASA’s 2023 Fair Value Conference
On 12/7/2023, the American Society of Appraisers (ASA) held its 2023 ASA Fair Value Virtual Conference – Winter. Below are a few key takeaways from the conference: Valuation Credentials: The […]
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Evergreen’s Shelley Lombardo Re-elected to Vice Chair of the Cybersecurity Association of Maryland
The Cybersecurity Association of Maryland, Inc. (CAMI), a regional membership association leading the advancement of cybersecurity through advocacy and collaboration, today announced new appointments to its Board of Directors, including […]
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2023 Q3 Market Update: Aerospace, Defense, & Government Services
Evergreen Advisors Capital is excited to announce the release of our 2023 Q3 Market Update for the Aerospace, Defense, & Government Services Market. This comprehensive report offers industry insights, highlighting […]
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Evergreen Advisors Capital advises PRKK on its sale to SPA, an Arlington Capital Partners Portfolio Company
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Systems Planning & Analysis (“SPA”), a leading global provider of strategic advisory, systems engineering, modeling and simulation, advanced […]