Evergreen Insights
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Evergreen Announces Promotions
Evergreen Advisors, a middle-market Investment Bank and Corporate Advisory Firm headquartered in Columbia, MD, announced the promotion of professionals in its Investment Banking, Outsourced CFO Advisory, and Location Strategies practices. Marsha Greenway was promoted to Accounting Manager in Evergreen’s Outsourced CFO practice with over 18+ years of experience in dynamic, fast-paced environments. Marsha is responsible…
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Highlights from the 2024 ASA Spring Fair Value Conference
On 4/25/2024, the American Society of Appraisers (“ASA”) held its 2024 ASA Spring Fair Value Conference. Below are a few key takeaways from the conference: Big 4 Leadership Panel The event kicked off with a panel discussion from several valuation professionals representing each of the Big 4 accounting firms (Deloitte, EY, KPMG, and PwC), where…
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Shelley Lombardo Honored by 1-95 Magazine
We are proud to announce that Shelley Lombardo, President of Evergreen Advisors, has been recognized as a 2024 Women of Influence by I-95 Business. Making a difference is what drives Shelley Lombardo. It’s the mission that motivates Lombardo in her role as president of Evergreen Advisors, LLC, and in her positions on various boards and…
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Evergreen’s George Davis at 2024 Maryland MedTech Summit
Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be participating on the opening panel at the 2024 Maryland MedTech Summit on Thursday, April 11th. Medical device innovators, investors, universities, FDA and the rest of Maryland’s MedTech community are coming together for a full-day explore the impact and future of MedTech in…
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Navigating the Sunset of the Higher Gift and Estate Exemptions
In 2018, as part of the Tax Cuts and Jobs Acts (TCJA), the lifetime exemption limit for estate and gift tax purposes was increased to allow individuals to transfer double the previous amount over their lifetime without incurring taxes. Presently, individuals can transfer up to $13.61 million, while married couples can transfer up to $27.22…
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2023 Annual Market Update: Aerospace, Defense, & Government Services
Discover the latest insights from the 2023 Annual Industry Market Report by Evergreen Advisors Capital for the Aerospace, Defense, and Government Services (ADG) sector: Key Findings: – Middle-market M&A continued to be the catalyst for dealmaking in 2023 due to the relative ease with which smaller deals can be funded at current interest rates. –…
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Evergreen CFO Spotlight: John Goode
For this feature, we interviewed John Goode in Evergreen Advisors’ CFO Advisory Practice. John has over 25 years of executive financial management experience in private and public accounting, where he provided strategic financial advice on process improvement in the construction, technology, and government services sectors. Learn more about John, his career at Evergreen, and whether…
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New Proposed Tax Bill Includes Changes That Impact Valuations
In providing valuations for clients for a variety purposes, including financial reporting or estate and gift tax planning engagements, preparers should consider the impact on value of both State and Federal tax-related provisions. Tax provisions are frequently changing, whether it be due to a change in the Presidential administration or due to significant events such…
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Evergreen Advisors Capital Advises Ultimate CNG
Evergreen Advisors Capital, a middle-market investment bank, announced that it advised Ultimate CNG, LLC (“UCNG”) on its sale to Critical Infrastructure Holdings, LLC (“CIH”). Headquartered in Chantilly, Virginia, UCNG is a leading mobile deployment provider of compressed natural gas and liquefied natural gas services. UCNG’s core capabilities encompass a wide range of offerings, including pipeline…
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Evergreen Location Strategies attends SFA Winter Fancy Food Show
Morgan Trask of Evergreen Location Strategies will attend The Specialty Food Association’s 48th Annual Winter Fancy Food Show in Las Vegas this week, which brings together more than 1,200 domestic and global specialty food and beverage makers and manufacturers. The trade association represents over 3,000 businesses worldwide in this $194 billion specialty food industry. The…