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MEMBER PROFILE

 

Shelley Lombardo

Evergreen Advisors

 

Member profile details

Membership level
Maryland Individual
First name
Shelley
Second name/initial
J.
Last name
Lombardo
Suffix
Lombardo
Title
President
Company
Evergreen Advisors
 

XPX ROLE

Chapter Sponsorship Type
Silver
Leadership Role
Executive Committee
 

CONTACT INFORMATION

City
Columbia
State
Maryland
 

PROFILE INFORMATION

Call me when
Client has a challenge on the Corporate Finance portion of their business.
Profession
  • 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
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Education
  • Financial Services
  • Manufacturing
  • Software/Internet
  • Telecommunications
Transition Planning Certification or Methodology
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC
In Business Since
2001
LinkedIn profile link
www.linkedin.com/in/shelleyjlombardo
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
Client Results
Investment Bank, CFO Advisory, Business Valuations
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