TESTIMONIALS

“Jason is someone who stands out. Not only did he have a unique perspective when it came to analyzing businesses, but his communication style helped me look at opportunities in an advantageous way. He played an instrumental part in my search, acquisition, and operating career. I view his knowledge as a benefit to the industry and to entrepreneurs.”

- CEO, Tortorella Group

“Jason is a well-connected, resourceful, and incredibly tactically supportive. I could go on about his years of operating, his entrepreneurial spirit, his talent and intellectual horse power, but i'll focus on his most important trait. The reason you want to work with Jason is because he's genuinely a wonderful, selfless, human being. I say that because you can screen for everything else (pedigree, experience), but you can't screen for ethics. In a heart beat, I would invest, work with, or work for Jason. If you have the chance to chat with him, you're a lucky person”

- CEO, Therapy Group of Tucson


“Jason has a unique mix of operating and investing experience that made him integral as an investor. He is a trusted thought partner and mentor who takes time to understand the businesses he works with and provide tangible, specific, and value-added solutions. He is also responsive, candid, and thoughtful in a way that is rare amongst private investors today. He is an entrepreneur’s investor who understands the highs and lows and can support and coach you through them, setting you up for success.”

- Director, M&A and Business Development, Fitch Solutions

 

“Jason is someone who has proven himself to be able to deliver high impact on technically and organizationally complex transformational initiatives. Jason is very quick to ramp up and get his head around the issues. He is also a dynamic thinker who sees around corners, thinking end-to-end from strategy through execution. Of equal importance, he has executive maturity and a proactive and collaborative approach that is necessary to effectively navigate and build consensus and support across complex stakeholder relationships. I would work with him again in a heartbeat and would recommend him without hesitation.”

- COO & CFO, Board Member at Ksana Health

“Jason's the kind of board member and investor you want on your side. He's easy to reach, always ready to help, and super engaged. He asks the right questions and knows where to dig into the details to provide truly helpful feedback/insights.”

- CEO, Anterra Technology

“Jason has been an incredible resource throughout the entire process of our acquisition of Concierge Plus. He extensive network and deep operational expertise played have played an invaluable role in my search journey!”

- CEO, Concierge Plus


 

“Jason is an exceptional problem solver who is quick to understand complex issues and can work effectively with both the business and technical teams to find resolutions. He was an important member of the innovation team and would be an asset to any company.”

- Head of Insurance at Rivian

“Jason is one of the few truly original thinkers that I’ve worked with, and has a real knack for overcoming obstacles. He’s not only a strategic thinker, but also outstanding at leading the execution of projects across all levels of difficulty. Jason has sound business sense and judgement and frequently was my “go to” counsel when looking for input on a difficult issue.”

- CFO, Prescryptive Health

“Jason has vast knowledge across different industries and always puts clients first as he wants what's best for them. I was very fortunate to have worked with Jason as he provided mentorship and guidance. He is truly a leader who brings best of everyone on the team and guides the team through offering opportunities for everyone to learn and grow. With his strategic and operational experience, Jason undoubtedly brings exceptional knowledge to the table and I am extremely thankful to have given the opportunity to work with Jason…”

- Corporate Development, Zoom Ventures


“Industry thought leaders like Jason often have limited time to mentor others until they are in the later stages of their careers. However, regardless of the many demands on his time, when there is a student, peer, colleague, or anyone else in need of his guidance and support, he creates the space to help others succeed. Jason has an impeccable reputation; he is recognized for his honest and candid nature and has removed himself from lucrative deals due to ethical concerns. For these reasons and without hesitation, I and many others at the University of Chicago refer community members to Jason for his mentorship.”

- Director, Employee Relations, University of Chicago, Booth School of Business

 

“Jason always finds time connect and share his wealth of knowledge. I really appreciate using him as a sounding board for any ideas or investment opportunities and leverage his experience as an operator. When we speak, he is more of a mentor or friend. Jason is the ideal business partner you want by your side along the way.”

- Founder & Managing Partner, Buyout Fund

“Jason has has taught me how to improve my outreach, financial modeling skills, and deal structuring. Even though Jason was an investor in my fund, he also acted as a trusted advisor that cared about results and my motivations and drives by showing encouragement during the deal sourcing aspect of my search and motivational critical thinking during the deal due diligence process of a deal. He is a wealth of knowledge, a mentor, and a great strategist.”

- CEO, Glendale Parade Store & Officer in US Air Force


 

““PMC consistently delivers high quality results. Jason’s team has a broad skill set and varied experiences that enable them to take on complex challenges with successful outcomes. My work with PMC involves large scale worldwide initiatives that require the ability to influence, lead change, and collaborate across multiple organizations, geographies and cultures. Jason’s team is creative in problem solving using what they know and going beyond to really think “outside the box”. I find that their judgment about business problems and potential solutions is sound and well supported. PMC can get into the details to solve complex problems while maintaining the big picture outlook to ensure consistent focus on the overall objectives.” - Chief Marketing Officer, Microsoft Office Business Group

“It’s rare to come across strong servant leaders and Jason is one of them. I had the pleasure of working with Jason at Techstars, collaborating on GTM strategy and product development. I was particularly impressed by Jason’s ability to turn the tough business challenges into opportunities. It is clear he has an executive polish that can adapt to any environment from an early-stage start-up to the executive boardroom. His dedication and critical thinking seem to come natural to him. He makes the whole team feel important and I miss our happy hours. Any company would be lucky to have Jason on board.”

- Chief Investment Officer, Cloud Capital

“From a professional perspective, I would highlight his strategic and operational experience that couples with a good dose of common sense. Throughout his career, Jason has lead transformative business changes that have helped companies to improve their growth and performance. This experience was invaluable not only when analyzing a potential acquisition but also when thinking about the future, and the initiatives that it would entail. From a personal standpoint, I would define Jason as an easy-going, fun, and personable person; Jason would always aim at getting to know people not only professionally but also personally. Jason is one of the people I have most enjoyed working with in my career.”

- Principal, Corpfin Capital


“I highly recommend Jason as an exceptional investor and mentor. Jason possesses a deep understanding of the investment landscape and has an impressive track record of identifying promising opportunities, particularly with regard to software and tech-enabled services. As a mentor, Jason goes above and beyond to support and empower his mentees. He has a genuine passion for helping others succeed and is always willing to share his knowledge and experience. Jason's guidance has been instrumental in helping me navigate complex challenges and make sound business decisions. His ability to provide constructive feedback and offer actionable advice has been invaluable.

Beyond his expertise, Jason is an exceptional communicator and collaborator. He is approachable, open-minded, and always willing to listen. I wholeheartedly recommend Jason as an investor and mentor; his wealth of knowledge, combined with his genuine dedication to helping others, makes him an asset to any individual or organization.”

- Corporate Development, BigTime Software

“It is amazing how one person can have such an impact on you. Jason was not only my manager, he was a mentor and a figure to me. He truly embodies the difference between a boss and a leader - he taught me the ropes then empowered me, never addressed me as a subordinate, he cared to listen to all of my ideas, then give me constructive feedback. My deepest and sincerest appreciation goes to Jason, and I can't wait until we cross paths again.”

- Senior Associate, McKinsey & Company

“Jason's the best. I worked with him over the span of several years on a very challenging project. Jason helped us navigate through several very complex issues involving technology, people and business process. His professionalism, creativity and in some cases patience were a great asset to have and depend on. I'd hire him and/or work for him again in a heartbeat.”

- Program Manager, Microsoft


“Jason treats others professionally and with respect and adapts effectively to different communication styles and cultures which helps to put others at ease even in difficult situations.”

- Senior Director, Liberty Mutual

“Jason was phenomenal to work for and learn underneath. Jason displayed incredible business prowess at all times. He was always one step ahead when thinking through potential problems in workflow, which as a junior member meant he would address concerns very early and take quick action to proactively mitigate those problems. He was also deeply engaged in my personal growth and was exceptional at constructively improving my weaknesses while simultaneously letting me play to my strengths. By doing this with all of his employees he successfully created an efficient, transparent, enjoyable, and productive work environment that I have not seen elsewhere. It was abundantly evident that Jason's boardroom polish, business acumen, and tireless work ethic make him a delight to work under and an incredible asset to any client or senior leadership team.”

- M&A Associate, LFM Capital

“Jason has been instrumental in helping me structure and run my search fund. From industry ideation to company analysis, Jason has helped me with it all because he’s seen it all. He has a unique ability to see around corners and consider second-order effects of industry trends, which has helped us to develop successful investment theses. Besides his intelligence, his admirable character and great sense of humor make him a pleasure to work with. It is an honor to call him a friend and professional colleague.

- Founder & Managing Partner, South Mountain Partners


“I worked with Jason as a Private Equity Analyst reporting directly to him. I was constantly impressed by Jason's ability to make educated judgments, communicate ideas to his team, and serve as a strong leader. Jason has years of experience in the main industries he evaluates and invests in, particularly healthcare and technology. Where he does not have direct experience, he has surrounded himself with partners, experts and teammates to supplement the team's knowledge. Jason adeptly uses this knowledge to screen deals, make hypotheses and validate assumptions. He is a fantastic communicator, able to clearly articulate his sources and thought processes while still keeping discussions light. Moreover, his leadership skills are evident in the team he has built, his ability and willingness to train new hires, and his focus on team. With team skills and learning, and a general air of willingness to help and nurture teammates, Jason has the ability to inspire and drive a team to success.”

- Product Manager, Writer @ The Huffington Post,

“Jason is entrepreneur focused and always takes the time to think of others before himself. He has strong business acumen and deep expertise within many industries, making him a great partner.”

- Founder, Three Shadows Ranch Holdings

“Jason is an exceptional leader and mentor who is adept at building a strong culture within an organization. During my time at K Squared I was consistently impressed with the acute business insights he provided as well as the genuine nature of our interactions. His authenticity as a person and as a manager make him someone you want to follow in any capacity.”

- Corporate Development, Newmont Corporation


“Working under Jason's guidance was a great experience. He is an innovative thinker who empowers his team to succeed. His breadth of knowledge spans many industries and his capabilities are extensive. He is a true entrepreneur...”

- Structured Finance, Lightsource