Evergreen Insights

  • Rick Kohr Featured Capital M

    Evergreen’s Chief Executive Office Rick Kohr was featured on Maryland Tech Council’s Capital M podcast, where he discussed what investors look for when considering investing in new companies and what is most important for companies when raising capital. The MTC’s Capital M podcast addresses the capital markets in DMV and elevates the conversation to help…

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  • Evergreen Advisors Welcomes Jeffery Kinderman

    Evergreen Advisors is pleased to announce the addition of Jeff Kinderman to our Investment Banking practice. “We are proud to add Jeff as an integral member of our investment banking team. Jeff‘s significant experience in deal execution and thought leadership in professional valuation services will add to the already robust capabilities of our investment banking…

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  • Evergreen Advises Wheelhouse on its Sale to Cadmus

    Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Wheelhouse Group has been acquired by Cadmus. Cadmus, a technical consultancy company headquartered in Waltham, MA, and Wheelhouse Group headquartered in Fairfax, VA, have established themselves as successful firms focused on advancing the mission of their clients. Evergreen Advisors Capital acted as the…

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  • Entrepreneur Spotlight: COMSO

    Giving Back and Exceptional Performance are two ways COMSO is making it happen every day within the IC and IT industry in Maryland. Check out more about how they do it in our Entrepreneur Spotlight with Jacqui Magnes, CEO of COMSO. When I acquired COMSO, my vision was more of a textbook vision- Exceptional performance…

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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), Maryland’s only nonprofit organization dedicated to improving the local cybersecurity ecosystem, today announced new appointments to its Board of Directors, including its Executive Committee. CAMI’s Board of Directors, composed of 24 prominent technology and cybersecurity leaders, remains at the forefront of driving the organization’s programming to best accommodate…

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  • A Strategic CFO: Why a Strategic CFO is a Priority

    A strategic CFO will be your course navigator, someone you can trust to be your co-pilot, an expert you can depend on to help make important decisions for your company. Whether your business is an early stage or an established enterprise, a strategic CFO is imperative to a successful company at any stage in its…

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  • Evergreen’s George Davis & Baltimore say Goodbye to Trey Mancini after he gets traded to the Huston 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 Advisors Relocates Headquarters to Downtown Columbia

    Evergreen Advisors, a middle-market Investment Bank and Corporate Advisory Firm, is thrilled to announce that they have officially moved into their new Headquarters in downtown Columbia, Maryland. “We have seen significant growth in our business in recent years. This has created an opportunity to relocate and expand our headquarters in the heart of the Baltimore…

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  • Evergreen Advisors Welcomes John Goode

    Evergreen Advisors, a middle-market Investment Bank, and Corporate Advisory Firm, with offices in both Columbia, MD and McLean, VA, is pleased to announce the addition of John Goode to our CFO Advisory Practice. “We are excited to add John to our CFO Advisory team. John is a seasoned forward-thinking CFO whose experience in strategy, process…

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  • Evergreen Advises Clareto on its Sale to Munich Re

    Health Catalyst Capital Management LLC (“HCC”), a New York-based private equity firm investing in growth stage healthcare information technology and technology-enabled services businesses, is pleased to announce the sale of its portfolio company MedVirginia, Inc., doing business as Clareto (“Clareto”), to Munich Life Holding Corporation (“Munich Re”). Clareto partners with health information exchanges (HIEs) and…

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