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Shelley Lombardo of Evergreen Advisors is a member of XPX Maryland

Shelley J. Lombardo

Chief Operating Officer

Evergreen Advisors

Columbia, Maryland

Professional Profile

Call Me When

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

Contact Method

Profession

  • Consultant
  • Valuation

    • Professional Certifications

    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

    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

    Membership

    Maryland Individual

    Member Since

    Member for 8 Years

    Sponsorship Type

    Silver

    Chapter Leadership Role

    Executive Committee

    Why I'm a Member of XPX

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