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.

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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.

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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

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Featured Insights

An ESOP Feasibility Study—How It Guides the ESOP Decision

Authored By: Patrick Guthrie, CFA When business owners begin exploring exit strategies or liquidity events, the idea of selling to an Employee Stock Ownership Plan (ESOP) often surfaces as one […]

Read more: An ESOP Feasibility Study—How It Guides the ESOP Decision

Your Business Has an Accounting Team. Do You Still Need a Fractional CFO?

Many growing businesses have a capable accounting team in place but still lack the financial insight needed to make confident strategic decisions. The books are accurate, financial statements are prepared, […]

Read more: Your Business Has an Accounting Team. Do You Still Need a Fractional CFO?

Business Valuation Services Explained: Which Method Fits Your Company and Why

Authored By: Patrick Guthrie There is no one-size-fits-all approach to business valuation. The appropriate methodology depends on the purpose of the valuation, the characteristics of the business, and the financial and […]

Read more: Business Valuation Services Explained: Which Method Fits Your Company and Why

4 Key Drivers That Increase Business Value

Valuing a business requires synthesizing a wide range of information, including financial statement trends, operating performance, management strength, public company comparisons, and private market transactions. These factors are evaluated in […]

Read more: 4 Key Drivers That Increase Business Value

When Not to Implement an ESOP: Considerations for Businesses

Employee Stock Ownership Plans (ESOPs) can be a powerful tool for engaging employees and fostering a sense of alignment within a company, but much like any business strategy; they are […]

Read more: When Not to Implement an ESOP: Considerations for Businesses

Evergreen Advisors Celebrates 25 Years

A Conversation with Founder Rick Kohr, President Shelley Lombardo, and President of Investment Banking Steve Prichett Twenty-five years ago, Evergreen Advisors was founded with a simple but powerful belief: great […]

Read more: Evergreen Advisors Celebrates 25 Years

What an Outsourced CFO Actually Does in the First 90 Days

As companies grow, things naturally get more complicated. More customers, more employees, more moving pieces, and more decisions that need to be made quickly. At a certain point, many leadership […]

Read more: What an Outsourced CFO Actually Does in the First 90 Days

4 Key Takeaways From the 2026 National ESOP Conference

Authored By: Patrick Lowry At The ESOP Association’s National 2026 Conference, Daniel Aronowitz, head of the Employee Benefits Security Administration (EBSA), outlined the agency’s evolving approach to ERISA enforcement and […]

Read more: 4 Key Takeaways From the 2026 National ESOP Conference