Evergreen Insights
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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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Evergreen Advisors Announces New Promotions
Evergreen Advisors, a middle market Investment Bank and Corporate Advisory Firm with offices in Columbia, MD, and McLean, VA, announced the promotion of two professionals today. Morgan Trask and Jacob DiMattia were promoted to Senior Consultant in the Location Strategies Practice. Morgan Trask joined Evergreen in November of 2019 and Jacob DiMattia in March of…
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Evergreen Announces New Headquarters
Columbia, MD – Evergreen Advisors, a middle market Investment Bank and Corporate Advisory Firm with offices in Columbia, MD and McLean, VA, is pleased to announce they have signed a lease to relocate their headquarters to Downtown Columbia, Maryland. “We have seen significant growth in our business in recent years. This has created an opportunity to…
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Evergreen Advises ESS on its sale to Godspeed Capital
Godspeed Capital Management LP (“Godspeed Capital”), a lower middle-market Defense & Government services, solutions, and technology focused private equity firm, today announced the successful acquisition of Exceptional Software Strategies, Inc. (“ESS” or the “Company”), a leading provider of information technology solutions to mission-oriented Federal agencies, including members of the Intelligence Community and Department of Defense…
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Evergreen Advisors Annonces Promotions
Evergreen Advisors, a boutique middle market Investment Bank and Corporate Advisory Firm with offices in Columbia, MD, and McLean, VA, announced the promotion of two professionals today. Justin Horsman was promoted to Director in the Investment Banking practice, and Eric Clarke was promoted to Managing Director of the CFO Advisory Practice. Eric Clarke joined Evergreen…
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Justin Horsman Promoted to Director
We are excited to announce the promotion of Justin Horsman to Director in the Investment Banking practice. Justin Horsman joined Evergreen Advisors in 2013 as a member of the Corporate Advisory Practice providing business valuation and financial advisory services. More recently, Justin has focused predominantly on providing investment banking services to middle-market companies. He has…