Evergreen Advisors, a middle market Investment Bank and Corporate Advisory Firm with offices in Columbia, MD, and McLean, VA, announced the promotion of two professionals today. Morgan Trask and Jacob DiMattia were promoted to Senior Consultant in the Location Strategies Practice.
Morgan Trask joined Evergreen in November of 2019 and Jacob DiMattia in March of 2021. They focus on assisting corporate clients with optimizing their location decisions as well as their ability to realize valuable economic incentives such as cash grants, tax abatements, PILOT agreements, sales tax sharing agreements, employee training grants, payroll rebates, sales and use tax refunds, utility benefits, and other economic incentives.
Morgan and Jacob are involved in all aspects of the site selection process and focus on market research, labor market analysis, supply chain, logistics modeling, and related analytics.
“Both Jacob and Morgan have mastered the roles of Analyst and Consultant and are key members of our practice group. They have demonstrated that they consistently provide innovative, client-focused solutions for assisting companies with supply chain optimization, location strategy, and site selection in the strategy, structuring, and negotiation of holistic, client-centric economic development incentive packages with federal, state and local government entities that meet and exceed our client’s needs,”
Vicki Horton, Managing Director of Evergreen Location Strategies.
“It is an honor and privilege to recognize the promotion of Morgan and Jacob.” said Shelley Lombardo, Chief Operating Officer, “With Vicki Horton’s leadership, we continue to grow the Location Strategies practice group. This team has a reputation for delivering exceptional value to our clients and have excelled at our mission of creating innovative, strategic options for our clients and subsequently executing the solution.”
Evergreen’s Location Strategies assists in private and public companies with short and long term location strategy, supply chain optimization, site selection, and in the strategy, structuring, and negotiation of various economic incentives (i.e., tax credits, abatements, grants, loans, etc.) with state and local governments, agencies, authorities, public/private programs and/or quasi-government entities, as enticements for capital investment and job creation.
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About Evergreen Advisors
Evergreen Advisors is a 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.
