Evergreen Insights
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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 Jeff Reed to Attend Business Facilities LiveXchange
Jeff Reed, Senior Vice President of Evergreen Location Strategies will attend the 19th annual Business Facilities LiveXchange event in Myrtle Beach April 24th -26th where he will join professionals from across the country. With over 30 years’ experience in location analysis, site selection, and business incentive services, Jeff brings a wealth of knowledge and strategic…
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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…
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Cash Flow Management During a Recession
A recession is a period of economic slowdown that can have far-reaching consequences for businesses and individuals alike. With that in mind, it is more important than ever to be proactive and take control of one’s cash flow. It is a critical factor for both businesses and individuals to navigate the challenges posed by a…
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Evergreen Advisors Welcomes Back Former Secretary of Commerce Mike Gill
Evergreen Advisors, a middle-market investment bank and corporate advisory firm with offices in both Columbia, MD, and McLean, VA, is delighted to announce that Mike Gill is returning to the firm as Chairman. “We are thrilled to have Mike back on the team; the combination of being the first Secretary of Commerce of Maryland and…
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Evergreen Advises Communications Electronics on its sale to Mobile Communications America
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Mobile Communications America has acquired Communications Electronics. Communications Electronics is a leading provider of communication technology to public safety agencies, schools, hospitals, and enterprises across the Mid-Atlantic. Evergreen Advisors Capital acted as the exclusive financial advisor to Communications Electronics. The financial terms of…
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Vicki Horton Featured in January’s Site Selection Magazine
Vicki Horton, CEO of Evergreen’s Location Strategies practice, was featured in January’s issue of Site Selection Magazine to provide insight on key factors influencing the shifting sunbelt workforce. The article “Where, O Where Have the Laborers Gone” summarizes a recent survey completed by Site Selection Magazine covering why skilled workers are migrating to warm weather…
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Transaction Risk and Fairness Opinions
For almost 40 years, Fairness Opinions have been used as a critical part of the mergers and acquisitions process. A fairness opinion is a financial advisor’s opinion that states whether or not the financial terms of a proposed transaction are within a range of fairness, expressed from an economic point of view to one or…
