EVERGREEN ADVISORS - Key Persons
Beth is a Finance Manager at Evergreen Advisors, LLC. She has 15 solid years' experience with high growth companies financial operations, ensuring the clients financial books are accurate and up to date.
Job Titles:
- Associate With Evergreen Advisors Capital
Charlie is an Associate with Evergreen Advisors Capital. He began his career as an Investment Banking and Private Equity Associate at Berenson & Company, a merchant bank focused on Software & Tech Investment Banking and Private Equity. At Berenson & Company, Charlie had a range of responsibilities, including advising clients on buy-side M&A activity, conducting financial analysis and valuation, and participating in negotiations. He represented E2open on its $1.7 billion acquisition of BluJay and its $185 million acquisition of Logistyx. Charlie also played a key role in advising Broad Sky Partners on its acquisition of Thomas Scientific, where he constructed financial models, prepared investor presentations, conducted due diligence, and analyzed financial data. He evaluated technology sector companies for investment on behalf of clients and developed investment theses for proprietary transactions at Berenson.
Job Titles:
- Member of the Advisory Board
Chuck Cullen joined Grotech Ventures in 2000. Chuck is an investment professional and is also responsible for all financial, accounting and administrative functions for the Grotech funds as Chief Financial Officer. Chuck's investment activities focus on e-commerce, enterprise software, security and healthcare IT.
Chuck is active on several portfolio company boards, including buySAFE, Biotix, Healthcare Interactive, OpenQ and WiserTogether. He previously served on the boards of MEDecision (Nasdaq: MEDE, subsequently acquired by HCSC), Brandywine Senior Care (acquired by Warburg Pincus and two public REITs), Sagittarius Brands (holding company for Captain D's and Del Taco restaurants), and Entek (acquired by DuPont). He has also worked closely with management at HealthScribe (acquired by Spheris, Inc.) and First Service Networks. Prior to joining Grotech, Chuck served as the Chief Financial and Administrative Officer of Avatech Solutions, Inc., an IT solutions provider serving the design automation market. Prior to Avatech, he was the Director of Finance for Packaging Resources, Inc., a $125 million plastic packaging manufacturer. He previously worked as a management consultant on Fortune 500 engagements for A.T. Kearney, Inc., practiced law with Hogan and Hartson and began his career in public accounting as a CPA with Ernst & Young. Chuck received a Bachelor of Business Administration degree in Accounting (Magna Cum Laude) from Loyola College. He received his Juris Doctor degree (Magna Cum Laude/Notre Dame Law Review) from the University of Notre Dame Law School and his Master of Business Administration (Beta Gamma Sigma) from the Kellogg Graduate School of Management at Northwestern University. He now serves on the Advisory Board of the Maryland Center for Entrepreneurship and the Tech Commercialization Review Panel at the Johns Hopkins Applied Physics Lab. Chuck also serves as judge for the Invest Maryland Challenge, Ernst & Young's Entrepreneur of the Year program and the Maryland Incubator of the Year program.
Job Titles:
- Certified Public Accountant
- Controller
- Member of the American Institute of CPAs
David is a Controller in the Evergreen Advisors' CFO Advisory Practice. He has a strong background in CFO Advisory and has a strong track record in financial functions including accounting, audit, treasury, and corporate finance. He has over 10 years of experience in complex business and regulatory settings.
David is a Certified Public Accountant in the State of Maryland.
David is an active member of the American Institute of CPAs and the Maryland Association of CPAs. David is a former member of the University of Delaware Washington DC Alumni Board of Directors, in which he served as Treasurer.
Job Titles:
- Member of the Advisory Board
- Co - Founder and CEO of Attila Security
Gregg Smith is the Co-Founder and CEO of Attila Security and the Chair of the Cybersecurity Association of Maryland. Prior to launching Attila, he was CEO of several successful companies, including Silent Circle, Optio Labs, and Koolspan. His experience as a leader includes eight successful exits and growing a business from 3M to 100M. Prior to Attila, Gregg served as the CEO of Silent Circle. Smith brings more than two decades of global experience in mobile and cybersecurity to the company that includes leading seven companies to successful exits.
He has also served as the CEO of Optio Labs, a mobile security company, CEO of Koolspan and Acuity Mobile. At Acuity Mobile, Gregg grew the mobile marketing firm from the startup phase, to the leader in hospitality and enterprise mobile marketing solutions. He then negotiated its sale to NAVTEQ, a billion dollar division of Nokia. While at Aether Systems (NASDAQ:AETH), a wireless software solutions provider, Gregg increased revenues from $3 million to $100 million in 3 years through product launches in over 40 countries. He sold Aether's Enterprise Division to TeleCommunication Systems (NASDAQ: TSYS) and stayed on to run the division for two years. In addition to these transitions, Gregg was President and COO of Karch International, a software provider, and Vice President of Nurad Technologies, a broadband wireless hardware and electronic warfare product manufacturer, negotiating successful sales for both companies.
Gregg is a graduate of St. Mary's College of Maryland and an Eagle Scout, and he is committed to protecting the nation state from data theft and solving some of the biggest security challenges facing both enterprise and government agencies today. Outside of work, Gregg is a proud father and grandfather, as well as a youth lacrosse coach. Gregg serves as a board member for several private companies and presents at mobile and wireless industry and investment conferences.
Jacob is a Senior Manager in the Evergreen Location Strategies practice. He focuses on providing thoughtful leadership, assisting corporate clients with optimizing their location decisions, and their ability to realize valuable economic incentives such as: cash grants, tax abatements, PILOT agreements, tax credits, employee training grants, payroll rebates, sales and use tax refunds, utility benefits, and other economic incentives.
James M. Webb is a Director of Business Valuation in Evergreen Advisors' Corporate Advisory Practice and an Accredited Senior Appraiser (ASA) Mr. Webb has more than 20 years of experience providing a broad range of business valuation and financial advisory services for public and private enterprises.
James specializes in the valuation of common and preferred stock, debt, employee and incentive stock options, warrants, partnership and limited liability company interests and intangible assets. He has extensive experience in the valuation of business assets and interests for the following purposes: tax compliance (estate, gift and 409A); litigation support; financial reporting (purchase price allocations, asset impairment testing, equity compensation); employee stock ownership plans (ESOP); fairness opinions; S-Corporation elections; and other corporate planning purposes.
James has expertise in a multitude of business industries and has prepared valuations or provided advisory services in the following industries, among others: Engineering & construction; government services; software/technology; biotechnology & medical devices; education; distribution; manufacturing; healthcare; publishing; and telecommunications. His experience spans a diverse client base, from regional middle-market businesses to multi-billion dollar enterprises.
Prior to joining Evergreen, James was a Managing Director at Baker-Meekins. He started his career at Legg Mason, a diversified global asset management firm headquartered in Baltimore, Maryland.
Professional Designations
James is an Accredited Senior Appraiser (ASA) and member of the American Society of Appraisers, Washington D.C. Chapter.
Education
James received his Bachelor of Business Administration (BBA) with a concentration in information systems and his Master of Business Administration (MBA) with a concentration in finance from Loyola University Maryland.
Interests
James has a keen gift of creativity and providing unique insights to a valuation. His ability to have clear perspective is provided by spending his free time outdoors at the beach or on a hike.
Job Titles:
- Vice President With Evergreen Advisors Capital 's Investment
Jeff Kinderman is a Vice President with Evergreen Advisors Capital's Investment Baking practice. He has significant experience leading investment banking deals from beginning to end in an array of industries such as medical device manufacturer; 21-unit quick service restaurant chain; developer of ERP software; forex trading software development; developer of battery-powered mass transit solutions; developer of real estate appraisal software; plastics manufacturing; electrical components wholesaler; electrical components manufacturer; and developer of mobile power adapters.
Prior to joining Evergreen Advisors, Jeff spent over 25 years leading valuation and merger & acquisition advisory practices. During this time, Jeff focused on leading engagements, improving operations, increasing top-line growth, and expanding the scope of technical skills offered. Jeff's valuation experience includes exit planning, gift & estate, financial reporting, and complex securities.
Education
Jeff holds a Bachelor of Science Degree in Business Administration with a focus in accounting from the University of Missouri - St. Louis.
Interests
Jeff is an avid St. Louis Cardinals baseball fan. During the season, Jeff and his wife attend, watch, listen, or stream as many games as possible. By dedicating his time to the Cardinals, he has learned that in baseball the best way to stay successful is to adjust the lineup if the original plan is not working. Jeff is able to take what he learned off the diamond and into the office by Jeff adjusting his plans for his clients to get the best results for them.
Job Titles:
- Associate With Evergreen Advisors Capital
Jesse is an Associate with Evergreen Advisors Capital. He began his career as a consultant at IBM in the SAP Analytics practice, where he helped drive business transformation for enterprise application projects. After IBM, Jesse worked as a consultant at SC&H Group, managing contract compliance audits, forensic data analysis, internal control assessments, and third-party risk management projects for some of the most recognizable companies in the world.
Job Titles:
- Member of the Advisory Board
Jon Shaw has 30 years of experience in leading both start up tech companies and mature business enterprises. Jon is the Chief Executive Officer of Passfaces, a unique strong authentication technology company specializing in graphical passwords. In addition to Passfaces, he is currently the Board Chair of Metasource LLC an innovative business process outsourcing firm.
Jon built a document imaging company, Imagent, from 1980 though 1996. In 1996 he merged Imagent with several other outsourcing companies and helped launch a successful IPO of FYI Inc. From 1996 - 2000, as division president, Jon managed the largest business unit of FYI Inc, now SourceCorp, growing it from $13,500,000 to $155,000,000. He also retained a seat on the board of directors and the corporate governance committee from 1996 through 2004. Jon has served on the following corporate boards: Dakota Imaging, a health payer expert systems provider that was sold to Emdeon; Adfluence, an online interactive advertising company serving the financial services industry, Catalyst IT Services. Jon is also a General Partner in Costa Reit I a Costa Rican land banking firm, a member of Chesapeake Emerging Opportunities (an angel investors club) and is the founder and manager of BaltimOrganic, an organic vegetable produce company.
Job Titles:
- Director With Evergreen Advisors Capital
Justin is a Director with Evergreen Advisors Capital's investment banking practice. He has significant experience advising clients on a variety of engagements including, but not limited to, mergers and acquisitions, capital raising, and strategic growth initiatives. His industry experience includes government contracting; media, technology, and communications; IT and cybersecurity; building products and services; and value-added distribution and logistics. Justin began his career at Evergreen Advisors providing business valuation and financial advisory services in the Corporate Advisory Practice.
Justin is a true team player whether its team Evergreen, the Orioles, or the Ravens.
Job Titles:
- Member of the Advisory Board
Job Titles:
- Certified Public Accountant
- Vice President in Evergreen 's Outsourced
Mark Lash is a Vice President in Evergreen's Outsourced CFO Advisory practice. He is an experienced CFO with over 20+ years of experience driving strategic financial initiatives and optimizing organizational performance across various industries.
Prior to Evergreen, Mark served as the Chief Financial Officer at R&M USA, one of the world's leading manufacturers and suppliers of high-quality infrastructure solutions for data and communications networks, where he led the strategic vision and daily financial operations management, overseeing Accounting & Finance, IT, HR, and Risk Management pertaining to global cabling and connectivity solutions.
With a notable career spanning various financial leadership roles, Mark Lash has consistently demonstrated his expertise in steering organizations toward growth and stability. As a Fractional CFO at Lash & Associates, LLC, he provided innovative financial, tax, and infrastructure solutions for clients like Ciena, Cisco, and Osiris Therapeutics. As the Controller at FLIR Systems, Inc., Mark oversaw financial operations and played a crucial role in strategic initiatives, leading to enhanced global presence and efficiency. His tenure at Rohde & Schwarz showcased his versatility as the company grew from $35M to over $600M within a decade, demonstrating his ability to drive profitability and implement cost-saving measures. His career also includes impactful roles at Corvis Sub-Sea Systems, Viacom/CBS Corporation Westinghouse Wireless Solutions, and Westinghouse Electric Corporation, where he consistently contributed to financial success through innovative strategies and efficient management.
Mark is a Certified Public Accountant in the State of Maryland.
Job Titles:
- Executive Assistant
- Office Manager
Marsha is the Executive Assistant/Office Manager at Evergreen Advisors, LLC. She has over 12 years' experience assisting high level executives and managing daily operations in a fast pace and ever-growing environment. With an extensive background assisting in the accounting field, Marsha brings with her a unique ability to juggle multiple tasks at once while maintaining focus and attention to detail. Before joining Evergreen Advisors, Marsha worked at an accounting firm where she aided two senior partners with their daily activities and calendars and acted as liaison to their clients. She also assisted the other accountants with data entry and document preparation.
Mike Gill is the Chairman of Evergreen Advisors. He is a business leader with four decades of experience as an entrepreneur, technology executive, investment banker, and public servant. He was tapped by Governor Larry Hogan in 2014 to lead the Maryland Department of Commerce as its first-ever Secretary and was asked by the Governor to again lead the Department in January 2021.
Mike began his career in 1974 at IBM, where he served as an account manager, regional specialist, and sales school instructor for the company's Office Products and General Systems Division. He left IBM to join Ernst & Young as a Regional Director of Data Systems. In 1984, Mike founded AMERICOM, a wireless communications company that grew to more than 1,000 team members before Solectron acquired it in 2000. Mike also co-founded First Page USA Inc., which Metrocall later acquired. He was also a key member of the team that acquired leading regional power generator firm Curtis Engine. Today, the firm is known as Curtis Power Solutions and operates from South Carolina through Upstate New York.
Job Titles:
- Manager of Location Strategies
Morgan is a Manager of Location Strategies and Implementation in Evergreen's Location Strategies practice, where she utilizes her depth of experience and knowledge in financial analysis and forecasting, incentive implementation, labor force analysis, economic impact modeling, and investment banking analysis to the benefit of clients. Previously, Morgan was an analyst in Evergreen's Investment Banking practice group where she assisted in mergers and acquisitions, private placements, and corporate advisory engagements.
Job Titles:
- Managing Director of the Business Valuation Practice
Patrick is the Managing Director of the Business Valuation Practice at Evergreen Advisors with over 25 years of experience in complex business valuation, estate and gift planning, and transaction advisory matters. Patrick has specific expertise in valuing Aerospace, Defense & Government Services; Cybersecurity; Technology, Media & Telecom (TMT); Business Services; Healthcare & Life Sciences; Transportation & Logistics and Distribution.
Patrick is an Accredited Senior Appraiser (ASA) and member of the American Society of Appraisers, Washington D.C. Chapter. He is also a Certified Valuation Analyst (CVA), a member of the National Association of Certified Valuation Analysts (NACVA), and a member of the ESOP Association.
Patrick is a graduate of the State University of New York at Buffalo where he earned his Bachelor of Science in Business Administration with an Accounting Major. He earned his Master of Business Administration from Northeastern University in Boston, Massachusetts.
Job Titles:
- Member of the Advisory Board
Job Titles:
- Manager of Location Strategies
Philip is a Manager of Location Strategies in Evergreen Advisor's Location Strategies practice and is focused on assisting corporate clients with optimizing their location decisions through meticulous analyses as well as their ability to realize valuable economic incentives such as cash grants, tax credits and abatements, PILOT agreements, sales and use tax abatements, workforce development grants, sales and use tax refunds, utility benefits, and additional meaningful economic incentives.
Philip is an avid freediver, holding a level 2 AIDA certification (PB 25 meters). Pushing boundaries yet managing risk are decisive in this sport - lessons he applies above water to his work as well.
Job Titles:
- Member of the Advisory Board
Job Titles:
- Managing Director of Evergreen Advisors Capital
Sam is Managing Director of Evergreen Advisors Capital. Before Evergreen, Sam was at SunTrust for twelve years, most recently as Region President, where he led commercial operations for the bank in Maryland, Washington D.C., and southern Pennsylvania.
Sean Rogers is an Associate with Evergreen Advisors Capital's Investment Banking practice.
Prior to Evergreen, Sean was an Investment Banking Associate at Truist Securities in New York City, where he focused on Industrials and Services. His career in finance began as in Investment Banking Summer Associate at Citizens Financial Group, Inc. in Charlotte, NC, where he worked across industry coverage and debt capital markets. Sean began his career as an Infantryman in the U.S. Army, serving in various leadership positions in Alaska and Afghanistan that culminated in his selection as a Scout Platoon Team Leader, where he trained, mentored, and led a team of specially trained paratroopers in reconnaissance operations in arctic and mountainous environments.
Shawn is a Director of Business Valuation in Evergreen Advisors' Corporate Advisory Practice and an Accredited Senior Appraiser (ASA) He has more than 13 years of experience providing a broad range of business valuation and financial advisory services for public and private enterprises.
Shawn is an Accredited Senior Appraiser (ASA) and member of the American Society of Appraisers, Baltimore, Maryland Chapter.
Shelley is the President of Evergreen Advisors and responsible for overseeing the day-to-day operations and strategic initiatives of the organization and has extensive experience in all facets of the organization, from driving business strategy to client relationships. She has a broad background in corporate finance, focusing on the middle market. Shelley has over 20 years of experience working with companies in multiple industries, including business services, healthcare, Fintech, business processing outsourcing, and cyber. In her pre-Evergreen life, she earned her stripes at a number of financial institutions working in the commercial, retail, and marketing teams.
Education
Shelley obtained her M.B.A. from UMGC and her B.A. from Greensboro College in North Carolina. She also completed the Graduate School of Retail Bank Management at the Darden School of Business, University of Virginia.
Licenses and Certifications
Shelley holds her SHRM -SCP, Senior Certified Professional.
Job Titles:
- Vice - President of Location Strategies
Shelly is the Vice-President of Location Strategies and Business Development in the Evergreen Advisor's Location Strategies practice. With her extensive experience, she focuses on building the client base through impactful project management and negotiation in communities across the nation.
Job Titles:
- Member of National and Local
Todd has been designated an expert by Federal, State and Circuit courts. He has been engaged as an expert witness in the areas of valuation of closely held businesses and fractional interests in closely-held businesses, wrongful death valuation, personal injury damages, and wrongful termination.
Todd is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers. In addition, he continues to supplement his education with courses in valuation, financial analysis, taxation, and forensic accounting.
Todd is an active member of national and local valuation-related professional organizations. He currently serves as co-chair of the Business Valuation Committee of the Washington D.C. Chapter of the American Society of Appraisers. Todd has also served as a member of the board of directors of various not-for-profit organizations and his service has included responsibilities of President, Vice-President, and member of the Finance Committee.
Job Titles:
- Chief Executive Officer of Location Strategies
- Member of the Urban Land Institute
Vicki is the Chief Executive Officer of Location Strategies in Evergreen Advisors Practice. With over 30 years in the site selection field, Vicki has worked for well-known site selection firms including The Austin Company, Fantus Consulting, Deloitte, SC&H Group, and Crowe Horwath. She was also the Director of Network Strategy for a national consumer products company, where she coordinated enterprise-wide operations and facility network review and realignment, as well as location strategy, site selection, and real estate and incentive negotiations for the company. She has an extensive background in engineering and construction.
Vicki has extensive experience with assisting her corporate clients with supply chain optimization, entry into the US market, location strategy, community evaluation, site selection, real estate negotiation, and economic development incentive negotiation and collection. She also works with community, regional and state leadership conducting economic development strategy and implementation plans and funding of projects.
Her knowledge of location and network strategy, incentives negotiation, project management and government affairs has earned her a reputation as a leader in her field. She has experience working with Fortune 100, Fortune 500, and middle market companies. Vicki's experience covers most industries, including consumer products, bio and health sciences, automotive, textiles, information technology, and communications.
Vicki earned a Bachelor of Science degree from the University of Akron and a Master of Public Administration degree from Cleveland State University.
Vicki is an active member of the Urban Land Institute (ULI). She is also a part-time professor for International Economic Development Council (IEDC) and teaches annually at Colorado State University, Georgia Institute of Technology, and the University of North Carolina. Additionally, she is on the faculty of the United States Chamber of Commerce within the Institute of Management. At the University of Georgia, she teaches courses on Site Selection, Economic Development, and public/private collaboration.