Rick is a founding member and Chief Executive Officer of Evergreen Advisors, LLC. He has over 30 years of experience in advising early stage growth and middle-market companies on finance, recapitalization and exit strategies. These financing alternatives and exit strategies include capital raises, recapitalizations, mergers, sales, and ESOPs. Rick was also a co-founder and managing member of the Chesapeake Emerging Opportunities Club, an early stage venture capital fund.
Rick is a graduate of Loyola University in Maryland. He holds his MBA from the Sellinger School of Business with a concentration in Finance & Marketing and a BA in Accounting.
Licenses and Certifications
Rick holds the Series 7 and 79 General Securities Representative License, Series 24 General Securities Principal License, and the 63 Uniform Securities Agent License. He also has passed the Series 65 License Exam.
An engaging speaker, Rick often speaks on topics such as capital raising, exit strategies, economic climate for transactions and entrepreneurship.
The many lives of Rick Kohr include former accountant turned entrepreneur, angel investor, and sports enthusiast. Always up for competition: golf, corn hole, or your choice.