Profile – Exit Planning Exchange

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

Turnarounds

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

Sponsorship Type

Silver

Chapter Leadership Role

Executive Committee