Services

In today’s dynamic business environment, emerging growth and middle-market companies face unique challenges and opportunities. Evergreen Advisors offers specialized financial solutions to navigate these complexities. As a leading investment banking and corporate advisory firm, we provide expert guidance and actionable insights, focusing on building lasting relationships and delivering results that exceed expectations.

Investment Banking

Evergreen Advisors Capital is a premier financial advisor to middle market and emerging companies, with expertise in capital raising, mergers, acquisitions, divestitures, management buyouts, joint ventures and strategic alliances.

At Evergreen, we are committed to providing expert guidance on your options and executing the strategy effectively and efficiently to a successful outcome.

Learn More

Corporate Advisory

Evergreen Advisors offers an array of corporate advisory services leveraging a team of experts with diversified professional expertise. These experts provide solutions to a wide range of financial scenarios and complex corporate needs.

We will assist you through the various stages of the company lifecycle, ranging from strategic shareholder initiatives to critical operational needs.

Learn More

Industries We Serve

Our team brings decades of hands-on experience across diverse sectors, successfully navigating complex business challenges and capitalizing on industry-specific opportunities. This deep, practical knowledge allows us to anticipate hurdles, identify hidden opportunities, and craft strategies that address the unique dynamics of each sector we serve, including but not limited to:

Government Contracting

Technology & Software

Distribution & Logistics

Manufacturing

Energy

Commercial & Industrial

Construction

Cybersecurity

Consumer & Retail

Business Services

Biotech & Healthcare

Transportation & Logistics

Recent Transactions

VIEW ALL TRANSACTIONS

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Fairness Opinion

Fairness Opinion

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuaton

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Business Valuation

Featured Insights

Valuation

7 Key Questions to Guide Your Carried Interest Valuation

December 16, 2024 |
Authored By: Patrick Guthrie Valuing carried interest is a nuanced and essential process for fund managers, investors, and those seeking effective estate planning strategies. Carried interest, while often misunderstood, represents…
Read More
Investment Banking

Q3 2024 Market Update: How a Resilient M&A Market is Powering Middle-Market Growth

November 26, 2024 |
Explore key insights from Evergreen Advisors Capital’s Q3 2024 Industry Market Report, highlighting trends and opportunities in the Aerospace, Defense, and Government Services (ADG) sector. Key Findings:…
Read More
Valuation

Current Trends in Early-Stage Valuations

November 8, 2024 |
Authored By: Will O’Donnell Valuing early-stage companies involves not only understanding their growth trajectory but also examining the broader forces shaping their markets. While traditional company stages and valuation methods…
Read More
Valuation

Unlocking Growth Potential: Key Valuation Stages and Methods for Startups

October 30, 2024 |
Authored By: Will O’Donnell Valuing early-stage companies presents unique challenges compared to established businesses. The complexity arises from multiple factors, including the company’s stage of development, the appropriate valuation methods…
Read More
Valuation

The Importance of Accurate Portfolio Valuations for Investor Confidence

October 10, 2024 |
Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly. After all, the value of…
Read More
Investment Banking

Evergreen Advisors Capital Advises Secure-EE on Its Sale to SIXGEN, a Washington Harbour Partners Portfolio Company

August 2, 2024 |
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to share that our client, Secure Enterprise Engineering, Inc. (Secure-EE), a leading provider of bespoke cybersecurity products and services across various…
Read More
Investment Banking

Evergreen Advisors Capital Advises SPYROS on Its Sale to Synergy ECP, a Falfurrias Capital Partners Portfolio Company

August 2, 2024 |
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to announce that Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services for the U.S. Intelligence Community and…
Read More
CFO Advisory

Highlights from the 2024 ASA Spring Fair Value Conference

May 1, 2024 |
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…
Read More
Valuation

Navigating the Sunset of the Higher Gift and Estate Exemptions

March 22, 2024 |
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…
Read More
General

2023 Annual Market Update: Aerospace, Defense, & Government Services

March 19, 2024 |
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…
Read More