Strategy Management and Evergreen Advisors form Strategic Alliance

March 01, 2016

Strategy Management, LLC and Evergreen Advisors, LLC today announced that they have formed a Strategic Alliance designed to capitalize on the strengths of each firm and enhance their ability to serve current and future clients.  
Strategy Management’s Strategic Advisory services and Financial Transaction experience will complement Evergreen Advisors’ strong Investment Banking, Valuation and CFO Advisory practice groups.
Strategy Management’s broad industry experience, including healthcare services, healthcare IT, energy services, health and medical malpractice insurance and industrial manufacturing will complement and broaden Evergreen’s strong position in technology enabled services, medical devices, cybersecurity, information technology, internet and digital media, and business services.
“We are excited to partner with Evergreen Advisors’ deep and talented team. Both teams share a common vision of how clients are served and our methods and approaches complement each other well. This alliance allows us to provide our clients with unparalleled experience and solutions” stated Bob Cinquegrana, Strategy Management’s CEO.
“Strategy Management’s experience and relationships will give us the opportunity to serve more clients together. This alliance provides Evergreen with additional resources and expands our capability to provide innovative solutions, said Rick Kohr, Evergreen Advisors’ CEO.
About Strategy Management
Strategy Management provides Strategic and Financial Advisory Services to CEOs and their management teams to help them achieve their growth, profitability and other significant business objectives. These services include Strategic Advisory, Financial Advisory, Strategic Alliances and Outsourced CFO services. For more information, please visit

About Evergreen Advisors 
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 valuation and CFO advisory services. For more information, please visit
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.