About Evergreen Advisors
Evergreen Advisors  is a middle-market investment banking and corporate finance firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. We provide innovative and strategic solutions in the areas of: Investment Banking, CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies.  For more information, visit http://evergreenadvisorsllc.com/

Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC

Business Development

Business Tools

Consulting

Evergreen Advisors

Evergreen Advisors' headquarters in Columbia, MD, United States

Rick Kohr

Steven Blodgett

Mark Lash

Jacob DiMattia

William O'Donnell

Eric Clarke

John Goode

John Ellis

Steve Prichett

The Leadership Team at Evergreen Advisors is responsible for guiding the strategic direction of the firm and overseeing its key functional areas. This includes setting corporate strategy, driving growth initiatives, managing operations, and ensuring the firm's services in investment banking, CFO advisory, business valuation, corporate finance, and location strategies are executed effectively. The team comprises top executives and senior leaders who collaborate to deliver innovative financial solutions and successful outcomes for clients throughout their financial lifecycles.

Leadership Team

The Investment Banking team at Evergreen Advisors specializes in managing mergers and acquisitions, capital raising, and financial advisory services for middle-market clients. They leverage their deep industry expertise to assist clients in achieving optimal financial outcomes, guiding them through complex transactions and strategic initiatives to ensure sustainable growth and value creation.

Investment Banking

The Corporate Advisory team at Evergreen Advisors provides strategic financial guidance and solutions tailored for middle-market organizations. This team helps clients navigate complex financial challenges and opportunities, leveraging expertise in corporate finance, strategic advisory, and business valuation to drive impactful business decisions and successful outcomes.

Corporate Advisory

The Location Strategies team at Evergreen Advisors focuses on providing strategic site selection and geographic information system (GIS) solutions to help businesses optimize their operational and financial performance. The team leverages in-depth market analysis, logistical considerations, and incentive negotiations to assist companies in identifying the most advantageous locations for their operations.

Evergreen Advisors

Org chart

Teams

Leadership Team

Investment Banking

Corporate Advisory

Location Strategies

Offices

Evergreen Advisors

Org chart

Teams

Leadership Team

Investment Banking

Corporate Advisory

Location Strategies

Offices

Related companies