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Evergreen Advisors, LLC is a prominent middle-market investment bank and corporate advisory firm headquartered in Columbia, Maryland. Founded in 2001, the firm specializes in providing a comprehensive suite of services including mergers and acquisitions (M&A) advisory, corporate finance, and outsourced/part-time CFO services. They cater to growth-oriented companies across various industries, guiding business owners and executives through critical strategic and financial transactions to help them achieve their long-term objectives. Evergreen Advisors is known for its experienced team, client-centric approach, and deep expertise in navigating complex financial landscapes for middle-market businesses.
Serves as the central operational hub for all investment banking, M&A advisory, corporate finance, and outsourced CFO services, including client engagement, deal execution, and strategic planning.
Modern office facilities located within a professional business park, equipped with resources for client meetings, team collaboration, and in-depth financial analysis.
A dynamic, results-driven, and collaborative environment. The culture emphasizes expertise, integrity, entrepreneurial spirit, and a strong commitment to client success in complex financial transactions.
The primary center for the firm's leadership, core operations, and service delivery. Its location in the Baltimore-Washington metropolitan area provides strategic access to a vibrant economic region and a diverse client base.
Evergreen Advisors primarily serves clients within the United States, with a strong operational focus on the Mid-Atlantic region. While their core market is domestic, they are capable of engaging in cross-border transactions and supporting international aspects of deals as dictated by their clients' needs and strategic initiatives.
8840 Stanford Blvd, Suite 1650
Columbia
MD
USA
Address: Represents a strategic regional presence in Northern Virginia; a specific public branch office address is not listed. Key personnel may operate from this area.
To extend market reach and provide localized support for clients and strategic opportunities within the significant economic hub of Northern Virginia, complementing the main operations in Maryland.
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As of April 2025, Evergreen Advisors' leadership includes:
Evergreen Advisors has been backed by several prominent investors over the years, including:
No major publicly announced executive hires or departures for Evergreen Advisors have been identified in web searches over the last 12 months, suggesting stability in the core leadership team. The firm continues to highlight team expertise in its deal announcements.
Discover the tools Evergreen Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Evergreen Advisors likely utilizes a common professional email format, typically combining an employee's first initial and last name, or their full first name and last initial, with the company domain 'evergreenadvisorsllc.com'.
[first_initial][last]@evergreenadvisorsllc.com (e.g., rkohr@evergreenadvisorsllc.com) or [first].[last]@evergreenadvisorsllc.com
Format
jdoe@evergreenadvisorsllc.com
Example
85%
Success rate
Evergreen Advisors LLC / citybiz • May 20, 2024
Evergreen Advisors announced its role as the exclusive financial advisor to Loyalty Brands in its sale to Propelled Brands, a portfolio company of private equity firms LightBay Capital and Freeman Spogli. Loyalty Brands is a prominent North American franchisor....more
Evergreen Advisors LLC • January 24, 2024
Evergreen Advisors served as the exclusive financial advisor to Applied Life Performance Solutions (ALPS), a provider of human performance consulting services, in its acquisition by L Squared Capital Partners. This transaction aims to accelerate ALPS's growth and expansion....more
Evergreen Advisors LLC • September 6, 2023
Evergreen Advisors acted as the exclusive financial advisor to Examination Management Services, Inc. (EMSI), a leading provider of medical information services, on its sale to Quest Diagnostics (NYSE: DGX). EMSI's services are crucial for the life insurance underwriting process....more
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