Evergreen Insights

-
2025 ASA Fair Value Conference Highlights: CSRP, AI, and Valuation Trends
Authored By: Will O’Donnell In early May, Evergreen Advisors attended the American Society of Appraisers’ (ASA) 2025 Spring Fair Value Conference—an event that brings together top valuation professionals, thought leaders, […]
-
Outsourced CFOs: A Game-Changer for Professional Services
Professional services firms often face the challenge of scaling operations while maintaining exceptional client relationships and operational efficiency. The key to sustainable growth is a solid financial foundation. This is […]
-
Steve Prichett on Leading Evergreen Advisors Capital and Driving Investment Banking Growth
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 […]
-
Bob Latchford Joins Evergreen Advisors’ Outsourced CFO Team
Seasoned Finance Executive Brings Two Decades of Strategic and Operational Expertise to Evergreen’s Outsourced CFO Team Evergreen Advisors, a middle-market investment banking and corporate advisory firm, is pleased to announce the addition of Robert […]
-
Smart Expansion in the Energy Sector
As the energy sector shifts toward sustainability, companies developing technologies like sustainable aviation fuel (SAF), carbon capture and storage (CCS), and renewable plastics face significant challenges in scaling operations effectively. […]
-
Insights from Maryland MedTech Week 2025
Authored By: George Davis April 2025 marked a pivotal moment for the medical technology sector as innovators, investors, researchers, and policymakers gathered across the state for Maryland MedTech Week, held […]
-
Growing a Business with Leadership, Humility, and People-First Thinking: Lessons from Tony Capuano
Few industries were hit harder by the pandemic than hospitality, and few leaders have faced a more challenging start than Tony Capuano, who stepped into the CEO role at Marriott […]
-
Evergreen Advisors Elevates Investment Banking Team with Key Promotions
Evergreen Advisors, a leading Investment Bank and Corporate Advisory firm headquartered in Columbia, Maryland announces a series of strategic promotions within its investment bank, Evergreen Advisors Capital. These promotions reflect […]
-
Pre-Sale Planning: Valuation, Marketability & Key Milestones
Authored By: Patrick Guthrie, CFA Pre-sale planning is essential for private business owners who want to maximize valuation, enhance marketability, and reduce tax liabilities before selling their business. A well-timed […]
-
Evergreen Advisors Capital Serves as Financial Advisor to Signals Defense
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised ASTIC Signals Defenses, LLC (“Signals Defense”), a Maryland-based shielding solutions company serving high security government and commercial customers, […]