SERVICES
Investment Banking
Experienced strategic investment banking driven by deep industry knowledge, extensive transaction expertise, and a relationship-first approach. Our transformative solutions help to empower middle market and emerging growth companies through mergers and acquisitions, capital raising, divestitures, and management buyouts. For us, it’s not just about transactions; it’s about delivering results that propel your company toward your long-term goals.
Recent Transactions
Sell-Side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-Side Advisory
Sell-Side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-side Advisory
Sell-Side Advisory
Sell-Side Advisory
Sell-Side Advisory
SELL-SIDE ADVISORY
SELL-SIDE ADVISORY
Recapitalization
Fairness Opinion
SELL-SIDE ADVISORY
SELL-SIDE ADVISORY
BUY-SIDE ADVISORY
SELL-SIDE ADVISORY
SELL-SIDE ADVISORY
SELL-SIDE ADVISORY
Fairness Opinion
RECAPITALIZATION
Sell-Side Advisory
SELL-SIDE ADVISORY
Buy-Side Advisory
Sell-Side Advisory
SELL-SIDE ADVISORY
Sell-Side Advisory
SELL-SIDE ADVISORY
SELL-SIDE ADVISORY
Recapitalization
Capital Raise
Sell-Side Advisory
Recapitalization
Sell-Side Advisory
Sell-Side Advisory
Sell-Side Advisory
Buy-Side Advisory
Private Placement
Corporate Advisory
Sell-side Advisory
Private Placement
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Sell-Side Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Corporate Advisory
Buy-Side Advisory
Evergreen Advisors provided invaluable guidance throughout the entire process. Their expertise, knowledge, efficient process and 24/7 communication and access allowed us to both successfully achieve our transaction goals and find an ideal home for our business.
Working with Steve Prichett and the Evergreen team was an exceptional experience from start to finish. Their deep understanding of the market, thoughtful guidance, and unwavering commitment to our goals made a meaningful difference at every stage of the process.
The financial analytics, modeling and reporting were excellent, and they represented us in ways that we could never do on our own. I cannot speak highly enough of the professionalism and work Justin Horsman and Michael Diangelo put into our transaction. Our success in this transaction is a direct result of their experience, guidance, and understanding of who we are.
The result of our experience with Evergreen was outstanding. From the very beginning and all the way through closing, Evergreen was by our side guiding us. The value they brought was the understanding of the market, the buyers, and them taking the time getting to know enough about our company to speak to the potential buyers and ‘sell’ our company to them. The team really understands the technical aspects of the business, but what separates them from others is their personal touch and real desire to do what is best for the owner.
Evergreen Advisors was the essential element that made this merger come together. They offered deep experience and expert advice, and they kept our goals front and center throughout the process. Combined with Cadmus, our Wheelhouse team has an exciting future ahead, and I’m grateful to our Evergreen team for helping to make that happen.
When the decision was made to consider the sale of our second-generation family business, we turned to Evergreen as our trusted advisors. They provided the guidance, insight and direction to navigate through the complexities of finding the right company to become the next caretakers of the legacy that our family created- and we could not be more pleased with the outcome. Thank you, Rick Kohr, Justin Horsman and the Evergreen team.
Throughout the process of selling my company, the Evergreen M&A team has been the model of professionalism. They treated my business and my money with the same attention and care as their own. They invested the time and effort to understand our business at a detailed level, which resulted in greater net proceeds from the transaction. Over the course of my career, I received support from several national investment banking firms on Wall Street, and I would choose this team over any of them.
Trusted by Clients, Backed by Our Numbers
At Evergreen, our seasoned professionals and proven approach have established us as a leader in investment banking with the track record to prove it:
Completed
Transactions
Collective
Transaction Value
Years of
Experience
Your Strategic Partner Across Key Sectors
Our team of experts consists of experienced investment bankers and financial professionals with more than 200 completed transactions totaling over $12 billion in value. Our professionals obtain successful outcomes through disciplined processes, extensive relationships, and market knowledge.
Aerospace, Defense & Government Services
Cybersecurity & IT Services
Software & SaaS
Distribution & Logistics
Architecture, Construction & Engineering
Healthcare Services
Mergers & Acquisitions
Each sell-side assignment is unique. Whether you are looking for partial liquidity through a recapitalization with a financial sponsor or to sell your entire business to a strategic buyer, our regular contact with industry participants and private equity firms enables us to deliver consistent, outstanding
outcomes for our clients.
- Sell-Side Representation
- Buy-Side Representation
- Recapitalizations
- Management Buyouts
- Divestitures
Capital Raising
Raising capital throughout the lifecycle of a business—from seed funding to exit strategies—requires deep expertise and strong relationships. Our strong relationships and frequent deal activity credit with institutional investors, including venture capital funds, growth equity funds, private equity funds, mezzanine funds, hedge funds, and family offices, provide us with actionable market intelligence to address your growth and/or liquidity requirements.
- Venture Capital
- Growth Equity
- Private Placements
- Mezzanine
- Subordinate Debt
- Senior Debt
Our Leadership Team
Featured Insights
