Evergreen Insights
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How Innovation Shapes Finance: Evergreen CFOs Reflect on the 2025 DataTribe Innovation Day
At this year’s DataTribe’s 2025 Cyber Innovation Day, innovation certainly took center stage — from breakthroughs in artificial intelligence and cybersecurity to the future of emerging technologies shaping business growth. The event brought together entrepreneurs, investors, and thought leaders to explore how small and early-stage companies can excel in an environment where technology evolves faster…
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Evergreen Advisors Capital Serves as Financial Advisor to Integrated Waste Analysts
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Integrated Waste Analysts, a leading waste management and recycling solutions provider for industrial waste, equipment rental, and commodity management companies, on its sale to Reconomy through Lincoln Waste Solutions. Founded in 1996 and headquartered in Hanover, Maryland, Integrated Waste Analysts counts leading US…
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When to Outsource CFO vs Hire In-House
Authored By: Eric Clarke Growing companies eventually reach a stage where basic bookkeeping and accounting support aren’t enough. At this point, leadership teams start asking a critical question: When is the right time to bring on a Chief Financial Officer (CFO)? For many businesses, the decision comes down to whether to outsource CFO services (sometimes called…
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Should My Company Consider an ESOP?
Authored By: Patrick Lowry If you’re exploring succession planning or liquidity strategies, an Employee Stock Ownership Plan (ESOP) may be worth considering. While ESOPs can be complex and highly regulated, they offer unique tax advantages and long-term benefits for both business owners and employees. Here’s what to know when evaluating whether your company is a…
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Cap Table Strategy in 2026: Protecting Ownership and Control
Authored By: Eric Clarke When raising capital, most founders focus on valuation and dollars raised. What often gets overlooked is the long-term impact on ownership and control. That’s where cap table management and dilution planning come in. A well-structured cap table (capitalization table) doesn’t just show who owns what today—it models what ownership could look like…
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Qualified Small Business Exclusion Just Got Bigger
Authored By: Patrick Lowry Business owners and investors looking to maximize the capital gains tax benefits available under Section 1202 of the Internal Revenue Code (IRC) just received meaningful improvements. In July, the passage of the One Big Beautiful Bill Act (OBBBA) expanded several provisions tied to the Qualified Small Business Stock (QSBS) exclusion, making…
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Aligning Your Growth Plan and Funding Strategy
Authored By: Eric Clarke Growing a company takes more than vision—it takes structure, clarity, and intentional decision-making. One of the biggest mistakes early-stage companies make is separating their development plan from their funding strategy. But in reality, these two pieces need to move in lockstep. Here’s how to bring intention into every part of your…
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Evergreen Advisors Capital Serves as Financial Advisor to Vigil Contracting, Inc.
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Vigil Contracting, Inc., specializing in general contracting and construction, on its sale to The Byng Group, Ontario, Canada’s leading provider of multi-family rental suite turnover and renovation services. Through an investment by Unity Partners, a private equity firm dedicated to building purpose-driven businesses, the deal…
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Fair Market Value Versus Strategic Value
Authored By: Patrick Lowry When valuing a business—or even just a minority stake in one—understanding the standard of value being applied is essential. Different standards can lead to very different conclusions. Whether the purpose is estate planning, shareholder litigation, ESOP compliance, or preparing for a sale, the valuation framework needs to align with the intent.…
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What’s Driving Site Selection Strategy in 2025?
Authored By: Jacob Di Mattia, Vice President, Evergreen Location Strategies As companies navigate an increasingly complex global landscape, site selection strategy has become more critical—and more nuanced—than ever. From utility access and policy uncertainty to livability and supply chain resilience, corporate leaders are asking tough questions when deciding where to grow. Members of the Evergreen…