HELPING INVESTORS AQUIRE BUSINESSES IN THE UNITED STATES


75+

Transactions


WHAT WE DO

Growth & Turnaround

Precision improvements while our clients can run their company with confidence.

Mergers & Acquisitions

Proprietary investment targets and leading negotiations while protecting our clients' interests.

Board & CEO Support

$6+ billion

Cost Savings

2x

Exits

Expert mentorship, interim management or operating partner roles in addition to active roles on the board of directors.

EXPERT GUIDANCE FROM SOURCING TO CLOSING

Partner with a team that brings proven experience—over 75 M&A deals and $20 billion in value delivered—spanning startups, low to mid-market, and Fortune 500 companies.

Book a complimentary consultation session and see what seasoned advisors can do for your business!

$500+ million

Revenue Generated

16+

Industries

20+ years

as a Founder, Entrepreneur, Investor, Family Office and Board Member.


WHAT OUR CLIENTS SAY

“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'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 leader and mentor who is adept at building a strong culture within an organization. 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.”

- Director, Corporate Development, Newmont Corporation