Columbia, MD – Evergreen Advisors, a boutique middle market Investment Bank and Corporate Advisory Firm, with offices in both Columbia, MD and Tysons Corner, VA, servicing organizations throughout their financial lifecycles to drive successful outcomes, is pleased to announce the addition of Patrick Lowry and Patuxent Valuation Group (PVG). PVG has decades of experience producing well-documented, comprehensive valuations for a variety of purposes including, but not limited to, business ownership transitions, mergers and/or acquisitions, Employee Stock Ownership Plans (ESOPs), estate and gift tax planning, shareholder disputes, divorce and business litigation.
“The addition of Patrick, a well-respected industry professional and practice leader, and the acquisition of Patuxent Valuation Group, is an exciting milestone for both firms. The integrity and professionalism of Patrick and PVG mirror our core values at Evergreen. We look forward to a strong partnership and opportunity to provide each of our clients with increased specialization and service,” states Joseph Bradley, President of Evergreen’s Corporate Advisory Practice.
Marc Rubin, Managing Partner of Patuxent Valuation Group and Berman Goldman & Ribakow (bgr CPAs) comments, “Evergreen provides an exceptional platform to support existing PVG clients and represents a strong partner of bgr CPAs to support clients in the future.”
Evergreen’s Corporate Advisory Practice serves middle market and emerging companies on a wide range of financial scenarios and complex corporate needs. Services in our Corporate Advisory Practice include: Strategic CFO Services, on an Interim and Outsourced basis, Strategic Planning, Pre-Transaction Planning, Corporate Finance, Business Valuation, Due Diligence and Financial Restructuring.
About Evergreen Advisors
Evergreen Advisors is a boutique middle market investment bank and corporate advisory firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. Serving the Mid-Atlantic region including Maryland, Washington D.C., Virginia, and Pennsylvania, Evergreen Advisors, LLC was formed in 2001 to provide innovative and strategic solutions to meet our clients’ evolving business needs.
About Patuxent Valuation Group
Patuxent Valuation Group (PVG) is a boutique business valuation consulting firm headquartered in Columbia, Maryland that provides a full-range of valuation services to individuals and businesses across a variety of industries.