What Does Evergreen Advisors Do?

Total employees39
HeadquartersColumbia
Founded2000

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.

Where Is Evergreen Advisors's Headquarters?

HQ Function

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.

Notable Features:

Modern office facilities located within a professional business park, equipped with resources for client meetings, team collaboration, and in-depth financial analysis.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The professional and well-equipped office space reflects values of excellence, client focus, discretion, and high-level strategic thinking essential in investment banking and advisory services.

Location:

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.

Street Address:

8840 Stanford Blvd, Suite 1650

City:

Columbia

State/Province:

MD

Country:

USA

Where Else Does Evergreen Advisors Operate Around the World?

Tysons, VA, USA (Strategic Presence)

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.

Buying Intent Signals for Evergreen Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Evergreen Advisors? Meet the Executive Team

As of April 2025, Evergreen Advisors' leadership includes:

Rick Kohr - Chief Executive Officer and Managing Partner
Adam Calisoff - Managing Partner
Matt Kemph - Managing Partner
Frank Ping - Managing Director
Patti D. Devilbiss - Managing Director
Chris Janes - Managing Director

Who's Investing in Evergreen Advisors?

Evergreen Advisors has been backed by several prominent investors over the years, including:

Privately Held

What Leadership Changes Has Evergreen Advisors Seen Recently?

Hire0
Exits0

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.

What Technology (Tech Stack) Is Used byEvergreen Advisors?

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 Email Formats and Examples

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

What's the Latest News About Evergreen Advisors?

Evergreen Advisors LLC / citybizMay 20, 2024

Evergreen Advisors Advises Loyalty Brands on its Sale to Propelled Brands

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 LLCJanuary 24, 2024

Evergreen Advisors Advises ALPS on its acquisition by L Squared Capital Partners

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 LLCSeptember 6, 2023

Evergreen Advisors Advises Examination Management Services, Inc. (EMSI) on its Sale to Quest Diagnostics

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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