Evergreen Insights

  • M&A and Funding: What Next?

    We are in uncharted territories given the impact of the Pandemic at many levels ranging from our physical health to the mental challenges brought to bear on each of us to the significant impact on our economy. Venture Funding   In the first quarter of 2020, companies in the region raised 227 million in venture…

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  • Closing Location Strategy Deals Requires New Tools

    The Coronavirus Recession is forcing even the most well-capitalized companies to deliver cost savings across their supply chains. To weather the crisis, companies must reassess opportunities to source products and services domestically, reduce exposure to regional labor market disruptions, navigate ongoing rent, utilities, debt service obligations, and redeploy their workforces across their physical and digital…

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  • Maryland businesses will need more than a federal stimulus to recover from coronavirus pandemic

    By JEFF ROSEN and MIKE GILL FOR THE BALTIMORE SUN | APR 22, 2020 The impact of COVID-19 on Maryland’s economy and quality of life has been significant and will cause the state’s economic recovery to be fragile. That’s because, unlike many states, there are more small and mid-size businesses in Maryland, with roughly 90%…

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  • Market Plunge Due to COVID-19 May Offer Unique Planning Opportunities

    With the rapid spread of COVID-19 taking hold in the U.S. and across the world, publicly-traded stock prices have taken a beating. Additionally, as business, economic, and political uncertainties increase, private valuations in certain types of securities and industries will certainly take a hit this year. Although this may cause temporary pain in the form…

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  • Business Valuation & Coronavirus Impact

    March madness canceled. Ice hockey thawed. No baseball. Schools closed. Restaurants offering curbside pickup. Breweries doing delivery. Supply chain disruption. Hoarding. Entire companies working remotely. No toilet paper on the shelves! Trump. Congress. COVID-19 vaccine. Social distancing. Stay at home. Olympics delayed. N95 masks. SXSW scratched. Distance learning. Concerts delayed. Disney locked. Group meetings? Fuhgeddaboutit!…

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  • Food Fights, LIFO or FIFO, Faith and Trust, and a Vision for Baltimore

    I met with Bill twice to do this interview. The first time we met was February 26th. Just three days later, we had our first Coronavirus death in the United States. Everyone’s life has been altered in some way, including the 7,000 team members of T. Rowe Price-they’re fortunate to have “Coach Stromberg” leading. Bill,…

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  • Evergreen Advisors Acquires Baker-Meekins

    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 acquisition of Baker-Meekins.  As part of the transaction, James Webb, ASA and Shawn Moxley, ASA will become employees of Evergreen and Ross Adams, CFA will serve as a consultant.  Based…

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  • Should you hire a Neutral Valuation Expert?

    The need for expert valuation services is increasing in today’s litigious environment. The valuation of closely-held business interests and related assets in the context of tax, corporate transactions and legal disputes is necessary to properly resolve matters and make key financial decisions. In contentious situations such as divorce or shareholder disputes, it is typical for…

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  • Life Science Revolution: Raising Capital

    Rick Kohr was recently interviewed at the Maryland Life Sciences’ first annual Bio-Innovation Conference, which was held on October 7, 2019. Marty Rosendale, CEO of MTC and host of the Capital M podcast, sits down Rick to discuss access to capital in Maryland and the Mid-Atlantic. He discusses what investors are looking for when meeting…

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  • Cybersecurity Continues to Grow, Attract Venture Capital Funding

    The cybersecurity industry will continue to remain a growth industry with the internet and its related threats routinely appearing in various new forms. Security is continually evolving — what worked to protect the internet user a year ago is not effective today. This year has brought a flood of new venture capital funding in cybersecurity, following up…

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