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Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland

Shelley Lombardo

Evergreen Advisors

Columbia, Maryland
About
Company name
Evergreen Advisors
Business title
President
Professional Profile

Call Me When

Client has a challenge on the Corporate Finance portion of their business.

Professions

Consultant
Valuation

Functional Expertise

Board of Directors (for profit)
Board of Directors (not for profit)
Business growth
Buy side/Acquisitions
Corporate finance
Entrepreneurship
Finance
Mergers
Operations
Sell side/Divestiture
Strategic planning
Transaction advisory

Business Focus

Evergreen Advisors is a leading middle market investment bank and corporate advisory firm focused on assisting companies in the areas of corporate finance, growth and exit strategies, business valuati

Transition Planning Certification or Methodology

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

Client Industries

Business Services
Consumer Services
Education
Financial Services
Manufacturing
Software/Internet
Telecommunications

Client Results

Investment Bank, CFO Advisory, Business Valuations
Chapter information

Membership

Maryland Individual

Member since

Member for 11 years

Chapter Leadership Role

Executive Committee

Sponsorship Type

Silver
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