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

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?

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