Insights & News

Patuxent Valuation Group and Patrick Lowry Join Evergreen Advisors

Evergreen Advisors, a boutique middle market Investment Bank and Corporate Advisory Firm, with offices in both Columbia, MD and Tysons Corner, VA, servicing organizations throughout their financial life-cycles to drive successful outcomes, is pleased to announce the addition of Patrick Lowry and Patuxent Valuation Group (PVG). PVG has decades of experience producing well-documented, comprehensive valuations for a variety of purposes including, but not limited to, shareholder disputes, business ownership transitions, mergers and/or acquisitions, Employee Stock Ownership Plans (ESOPs), estate and gift tax planning, divorce litigation and business litigation.

“The addition of Patrick, a well-respected industry profession­al and practice leader, and the acquisitio­n of Patuxent Valuation Group, is an exciting milestone for both firms. The integrity and profession­alism of Patrick and PVG mirror our core values at Evergreen. We look forward to a strong partnershi­p and opportunit­y to provide each of our clients with increased specializa­tion and service,” states Joseph Bradley, President of Evergreen’­s Corporate Advisory Practice.

Marc Rubin, Managing Partner of Patuxent Valuation Group and Berman Goldman & Ribakow (bgr CPAs) comments, “Evergreen provides an exceptiona­l platform to support existing PVG clients and represents a strong partner of bgr CPAs to support clients in the future.”

Evergreen’­s Corporate Advisory Practice serves middle market and emerging companies on a wide range of financial scenarios and complex corporate needs. Services in our Corporate Advisory Practice include: Strategic CFO Services, on an Interim and Outsourced basis, Strategic Planning, Pre-Transaction Planning, Corporate Finance, Business Valuation, Due Diligence and Financial Restructuring.

About Evergreen Advisors
Evergreen Advisors is a boutique middle market investment bank and corporate advisory firm focused on servicing organizati­ons throughout their financial lifecycles to drive successful outcomes. Securities transactio­ns conducted through Evergreen Advisors Capital/Me­mber FINRA/SIPC. http://www­.evergreenadvisorsll­­

About Patuxent Valuation Group
Patuxent Valuation Group (PVG) is a boutique business valuation consulting firm headquartered in Columbia, Maryland that provides a full-range of valuation services to individuals and businesses across a variety of industries­. http://www­­

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