Jeffrey Kinderman Email & Phone Number

Columbia, Maryland, Us

Evergreen Advisors is a boutique middle market investment banking and corporate finance firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes. We provide innovative and strategic solutions in the areas of: Investment Banking, CFO Advisory Services, Business Valuation, Corporate Finance, and Location Strategies. For more information, visit http://evergreenadvisorsllc.com/Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC

Ellicott City, Maryland, Us

SC&H Capital, an affiliate of SC&H Group, is an investment banking and advisory firm providing merger and acquisition (M&A), employee stock ownership plan (ESOP), capital raising, and business valuation solutions to middle market and growth companies nationwide. SC&H Capital delivers investment banking and advisory services across numerous industries including technology, healthcare, manufacturing, and government contracting to help owners achieve their exit planning goals and liquidity objectives. To learn more visit www.scandhcapital.com

Miami, Florida, Us

Develop and lead the firm’s valuation practice. Build coalitions with existing partner base and members of the senior management team to grow internal referral revenue. Train and mentor staff in project execution. Manage all aspects of the practice including revenue generation, project management, staffing, billing and collections, training, systems and procedures, group profitability, and maintain a high level of quality control.

Tucson, Az, Us

Lead 7-person team providing valuation, strategic planning and merger & acquisition advisory services for key clients. Mentor staff in project execution and assist with all personnel issues. Consult with client’s senior and executive management for project review and deliver oral/written proposal presentations to secure new business. Coordinate new project acquisition, engagement billing and collection, and new services development. Contribute to capital expenditures and new software tools decisions. Supervise all aspects of project lifecycle including pricing, profitability, form, content and on-time completion. Served as the Financial and Operations Principal (FINOP) for firm’s registered broker dealer subsidiary.

Ocala, Fl, Us

Oversaw all aspects of merger & acquisition advisory assignments, including securing engagements, preparing offerings memorandums, marketing clients to potential investors, due diligence, and finalizing the transaction. Produced valuation reports and valued the target and prepared pro-forma combined projections on buy-side engagements. Advised client senior management on strategic initiatives designed to enhance value.

Charged with creating damage models and calculating damages in litigation cases, focusing primarily on intellectual property infringement. Directed valuation engagements and performed valuations for privately held companies. Developed the damages model used by a biotechnology company for defending its patented biotechnology in U.S. lawsuits. Supervised teams as large as 5 permanent and 15 temporary employees

Saint Louis, Missouri, Us

Provided direction in litigation consulting and valuation practice functions. Managed valuation and merger & acquisition advisory assignments, including offering memorandums, due diligence, and client marketing. Assisted in the tax and audit groups as needed. Assisted in the launch of Stone Carlie Investment Banking, a wholly owned subsidiary, by producing work and marketing plans for operational beginning.