Evergreen Insights

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Evergreen Advisors Promotes Shelley Lombardo to President
Evergreen Advisors, LLC is pleased to announce the promotion of Shelley Lombardo to the position of President. This appointment reflects her outstanding contributions to the company and her proven leadership capabilities. “Shelley Lombardo’s promotion to President of the Advisory Practice, comprised of consulting, valuation, and outsourced CFO services, is not only a significant moment in…
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Highlights from ASA’s 2023 Fair Value Conference
On 12/7/2023, the American Society of Appraisers (ASA) held its 2023 ASA Fair Value Virtual Conference – Winter. Below are a few key takeaways from the conference: Valuation Credentials: The AICPA, ASA, and RICS will be sunsetting the Certified in Entity and Intangible Valuations (CEIV) credential. Ultimately, the decision was that this credential was too…
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Evergreen’s Shelley Lombardo Re-elected to Vice Chair of the Cybersecurity Association of Maryland
The Cybersecurity Association of Maryland, Inc. (CAMI), a regional membership association leading the advancement of cybersecurity through advocacy and collaboration, today announced new appointments to its Board of Directors, including its Executive Committee. CAMI’s Board of Directors, composed of 24 prominent technology and cybersecurity leaders, remains at the forefront of driving the organization’s programming to…
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Evergreen Advisors Serves as Exclusive Financial Advisor to EMINENT Services Corporation
Evergreen Advisors Capital is pleased to announce its role as the exclusive financial advisor to EMINENT Services Corporation on its sale to CIAN Diagnostics. This collaboration has led to the launch of EMINENT Life Sciences, a new entity focused on delivering cutting-edge solutions to empower clinical trial investigators. EMINENT Life Sciences aims to streamline the…
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2023 Q3 Market Update: Aerospace, Defense, & Government Services
Evergreen Advisors Capital is excited to announce the release of our 2023 Q3 Market Update for the Aerospace, Defense, & Government Services Market. This comprehensive report offers industry insights, highlighting noteworthy transactions, an analysis of M&A and private placement activity, and essential data on valuation metrics and stock price performance.
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Evergreen Advisors Capital advises PRKK on its sale to SPA
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Systems Planning & Analysis (“SPA”), a leading global provider of strategic advisory, systems engineering, modeling and simulation, advanced analytics, industrial policy, and program management solutions to government and defense customers, has acquired PRKK, LLC. Founded in 2006, PRKK’s mission is the advancement…
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Unlocking the Potential for Economic Incentives for Growth
Billions of dollars are invested into U.S. businesses every year by economic development agencies across the country. These investments come in the form of tax credits and incentives aimed at attracting, recruiting, and supporting targeted industries. However, many companies are unaware of the existence of these incentives or mistakenly believe they don’t qualify. Even those…
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Incentives Unleashed: Maximize ROI on Business Expansions
Billions of dollars are invested into U.S. businesses every year by economic development agencies across the country. These investments come in the form of tax credits and incentives aimed at attracting, recruiting, and supporting targeted industries. However, many companies are unaware of these incentives or mistakenly believe they don’t qualify. Even those who receive incentives…
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Outsourcing CFO Services: Unlocking Growth Potential for Your Company
In today’s dynamic business landscape, companies are constantly seeking innovative ways to streamline operations, optimize resources, and drive growth. One area that plays a pivotal role in achieving these objectives is financial management. As businesses strive to reach the next level, the question arises: Should you hire an outsourced CFO? In this blog post, we…
