Evergreen Insights
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Evergreen’s Mike Gill Joins Loyola’s Innovation Advisory Board
Loyola University Maryland’s Simon Center for Innovation & Entrepreneurship proudly announces the formation of its inaugural advisory board, featuring prominent business leader and entrepreneur, Mike Gill, Chairman of Evergreen Advisors. This new advisory board is poised to play a pivotal role in advancing the mission of the Simon Center by offering expert guidance and leveraging…
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Tax Benefits Await Investors in Small Business Stock
For many years, investors in qualified small business stock (QSBS) have sought to take advantage of a little-known tax election under Section 1202 of the Internal Revenue Code (IRC). Subject to certain eligibility requirements (outlined below), Section 1202 allows stockholders to claim an exclusion from the gain on the sale of QSBS for federal income…
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Entrepreneur Spotlight: Simple Cell
In this edition of our Entrepreneur Spotlight, we’re thrilled to showcase one of our remarkable Outsourced CFO clients, Simple Cell, and highlight its co-founder, Nick Skelly. As a pioneering re-commerce company, Simple Cell has forged strong partnerships with manufacturers, national distributors, and big-box retailers. Their mission is to maximize the value and extend the life…
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Q2 2023 Aerospace, Defense, & Government Services Market Update
Evergreen Advisors Capital is excited to announce the release of our Q2 2023 Aerospace, Defense, & Government Services Market Update. This comprehensive report offers industry insights, highlighting noteworthy transactions, an analysis of M&A and private placement activity, and essential data on valuation metrics and stock price performance. Read more or Download Here:
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Southern Garrett High, GRIT, Actions Not Words, Steel Curtain, We Are Family, “Just Swing the Bat”
An Interview with Rob Sharps, Chief Executive Officer and President, T. Rowe Price In January 2022, Rob Sharps officially became CEO of T. Rowe Price Group. Growing up in Garrett County and attending Southern Garrett High, Rob’s career has been special and accelerated quickly. He went to Towson University, majored in accounting, and got his…
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Evergreen advises JRAD on its sale to Sayres Defense
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Sayres Defense, a Broadtree Partners portfolio company, has acquired Joint Research and Development (JRAD). Broadtree Partners is a middle-market private equity firm with a specific focus on aerospace, defense, intelligence, and federal civilian government services. JRAD is a leading provider of test and…
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Evergreen Advisors Adds New Shareholders
Evergreen Advisors, a middle-market Investment Banking and Corporate Advisory firm with offices in Columbia, MD, and McLean, VA, is pleased to announce the admission of four new partners to the firm. Shelley Lombardo, Steve Prichett, Eric Clarke, and Patrick Lowry have been key members of the firm and have made significant contributions in accelerating the…
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Behind the Scenes with Fred Shaw: Vice President at Evergreen Advisors and Outsourced CFO at BTS
Fred Shaw is a Vice President in the CFO Advisory Practice of Evergreen Advisors, LLC. With diversified experience in both public and private accounting, Fred has provided financial advisory services to clients in various industries, including Manufacturing, Health Care, Service, and Government Contracting. At Evergreen Advisors, Fred helps businesses achieve their financial goals by providing…
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Evergreen’s George Davis & Baltimore say Goodbye to Trey Mancini after he gets traded to the Houston Astro’s
George Davis, to Evergreen, is a Strategic Advisor who is well-known for his success in investing, building, and managing biotech, IT, and software companies, often from the start-up stage. He is an active leader in the tech and innovation community, serving on a number of boards, including Betamore, UMBC’s Research Park Corporation, Association for Enterprise…
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Evergreen Advises n2grate on its sale to BlueAlly
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that BlueAlly, a Source Capital portfolio company, has acquired n2grate. Evergreen Advisors Capital acted as the exclusive financial advisor to n2grate. The terms of the transaction were not disclosed. Rick Kohr, Chief Executive Officer of Evergreen Advisors Capital, noted, “Steve Halligan and the whole…