Evergreen Insights
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Outsourced CFO Insights: KPIs for Professional Services
For professional services firms, success isn’t just about delivering expertise, it’s about running a business that scales efficiently, manages people effectively, and turns time into profit. Whether you’re in consulting, legal, marketing, or engineering, your firm’s ability to grow sustainably depends on tracking the right key performance indicators (KPIs). An outsourced CFO offers strategic financial…
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2025 ASA Fair Value Conference Highlights: CSRP, AI, and Valuation Trends
Authored By: Will O’Donnell In early May, Evergreen Advisors attended the American Society of Appraisers’ (ASA) 2025 Spring Fair Value Conference—an event that brings together top valuation professionals, thought leaders, and regulators to discuss the latest developments and challenges in fair value reporting. For Evergreen’s Business Valuation team, this annual conference offers an opportunity to…
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Outsourced CFOs: A Game-Changer for Professional Services
Professional services firms often face the challenge of scaling operations while maintaining exceptional client relationships and operational efficiency. The key to sustainable growth is a solid financial foundation. This is where an outsourced CFO comes in—providing the strategic oversight and financial acumen needed to balance growth with profitability. Here’s how an outsourced CFO specializing in…
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Steve Prichett on Leading Evergreen Advisors Capital and Driving Investment Banking Growth
Following His Recent Promotion, Steve Reflects on the Team’s Growth, Strategy, and What’s Ahead for Evergreen Advisors Capital Evergreen Advisors recently announced a series of strategic promotions within its investment bank Evergreen Advisors Capital—a milestone that reflects the firm’s continued momentum, deepening industry presence, and commitment to delivering high-impact outcomes. Among the promotions, Steve Prichett…
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Smart Expansion in the Energy Sector
As the energy sector shifts toward sustainability, companies developing technologies like sustainable aviation fuel (SAF), carbon capture and storage (CCS), and renewable plastics face significant challenges in scaling operations effectively. Strategic site selection plays a critical role in overcoming these hurdles, enabling businesses to align their growth with infrastructure access, workforce availability, and incentive opportunities.…
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Insights from Maryland MedTech Week 2025
Authored By: George Davis April 2025 marked a pivotal moment for the medical technology sector as innovators, investors, researchers, and policymakers gathered across the state for Maryland MedTech Week, held from April 7–11. Anchored by the Maryland MedTech Summit at the University of Maryland, College Park, the week showcased the region’s growing influence in life…
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Growing a Business with Leadership, Humility, and People-First Thinking: Lessons from Tony Capuano
Few industries were hit harder by the pandemic than hospitality, and few leaders have faced a more challenging start than Tony Capuano, who stepped into the CEO role at Marriott International in February 2021, at the height of global uncertainty and following the tragic passing of his predecessor. In a recent interview with Mike Gill,…
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Evergreen Advisors Elevates Investment Banking Team with Key Promotions
Evergreen Advisors, a leading Investment Bank and Corporate Advisory firm headquartered in Columbia, Maryland announces a series of strategic promotions within its investment bank, Evergreen Advisors Capital. These promotions reflect the firm’s exceptional growth trajectory, strong deal flow, and deepening influence across its core industry sectors. Steve Prichett has been promoted to President of Evergreen…
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Pre-Sale Planning: Valuation, Marketability & Key Milestones
Authored By: Patrick Guthrie, CFA Pre-sale planning is essential for private business owners who want to maximize valuation, enhance marketability, and reduce tax liabilities before selling their business. A well-timed transfer of ownership interests—such as gifting shares to a trust—can help minimize taxes while preserving future gains. Understanding key transaction milestones ensures a smoother sale…
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Evergreen Advisors Capital Serves as Financial Advisor to Signals Defense
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised ASTIC Signals Defenses, LLC (“Signals Defense”), a Maryland-based shielding solutions company serving high security government and commercial customers, on its sale to Lockmasters, Inc., a portfolio company of Dominus Capital, L.P. Founded in 1999, Signals Defense is a leading provider of protective window…