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

Construction Company Valuation Multiples: What Is Your Business Worth?

Authored by: Rick Kohr, Founder and CEO What Is Your Construction Company Worth? For construction business owners considering a sale, understanding what their company is worth is an important first […]

Read more: Construction Company Valuation Multiples: What Is Your Business Worth?

The AICPA Releases AI Implementation Checklist for FVS Practices: Here’s Why It Matters.

Authored by: Will O’Donnell Artificial intelligence is changing how accounting, business valuation, and financial advisory professionals approach their work. From analyzing financial data and reviewing documents to streamlining research and […]

Read more: The AICPA Releases AI Implementation Checklist for FVS Practices: Here’s Why It Matters.

The Timing of Your Gift of Stock Is More Important Than You Think

Authored by: Patrick Lowry, Managing Director of Business Valuation Quick Facts For owners of privately held businesses, gifting company stock can be an effective way to transfer wealth, reduce potential […]

Read more: The Timing of Your Gift of Stock Is More Important Than You Think

When Does a Company Need an Independent 409A Valuation?

For private companies, equity compensation can be an important tool for attracting and retaining employees, executives, and other key contributors. But when a company grants stock options, it also needs […]

Read more: When Does a Company Need an Independent 409A Valuation?

How a Fractional CFO Can Support Startup Fundraising

For a startup preparing to raise capital, the financial side of the business needs to be just as strong as the pitch. Investors want to understand the opportunity, but they […]

Read more: How a Fractional CFO Can Support Startup Fundraising

What an Investment Bank Does as a Sell-Side Advisor to Increase Deal Value Before Going to Market

Selling a business is one of the most important financial decisions an owner will make. A sell-side advisory firm helps business owners prepare for a sale, identify qualified buyers, negotiate […]

Read more: What an Investment Bank Does as a Sell-Side Advisor to Increase Deal Value Before Going to Market

How to Negotiate Economic Incentives for a Facility Investment

Authored By: Jacob Di Mattia Any capital expenditure within your current facility network, expansion of new facilities, or network realignment, can bring significant economic value to a community, but companies should […]

Read more: How to Negotiate Economic Incentives for a Facility Investment

Decoding Valuation Fees: How Are They Determined?

Authored By: Patrick Guthrie, CFA One of the first questions clients often have when considering a business valuation is simple: What will it cost? The answer depends on the engagement. […]

Read more: Decoding Valuation Fees: How Are They Determined?