Your strategic finance partner, unlocking value for your business
My Story
My Story
I earned my MBA from USC Marshall School of Business then embarked on a dynamic career journey at Lincoln International, a preeminent, global investment bank spanning 20+ offices across 15+ countries. I ascended from Associate to Vice President and eventually Director, honing a sophisticated, diverse skill set derived from advising companies on complex M&A and capital raising transactions. The pivotal decision to venture out on my own with JSK Advisory Solutions stemmed from a desire to leverage this expertise in order to nurture the success of earlier stage companies.
With an unwavering commitment to treating my clients' businesses as if they were my own, I have a proven track record of consistently delivering exceptional outcomes that exceed expectations, even in the face of challenging circumstances. My professional ethos is deeply influenced by my personal experiences as a lifelong competitor in sports and Brazilian jiu-jitsu. These pursuits instilled values such as teamwork, dedication, discipline, resilience and adaptability, among others. Perhaps most importantly, I never lose sight of the fact that having fun and being passionate about what we do is critical to success.
I earned my MBA from USC Marshall School of Business then embarked on a dynamic career journey at Lincoln International, a preeminent, global investment bank spanning 20+ offices across 15+ countries. I ascended from Associate to Vice President and eventually Director, honing a sophisticated, diverse skill set derived from advising companies on complex M&A and capital raising transactions. The pivotal decision to venture out on my own with JSK Advisory Solutions stemmed from a desire to leverage this expertise in order to nurture the success of earlier stage companies.
With an unwavering commitment to treating my clients' businesses as if they were my own, I have a proven track record of consistently delivering exceptional outcomes that surpass expectations, even in the face of challenging circumstances. My professional ethos is deeply influenced by my personal experiences as a lifelong competitor in sports and Brazilian jiu-jitsu. These pursuits instilled values such as teamwork, dedication, discipline, resilience and adaptability, among others. Perhaps most importantly, I never lose sight of the fact that having fun and being passionate about what we do is critical to success.
I earned my MBA from USC Marshall School of Business then embarked on a dynamic career journey at Lincoln International, a preeminent, global investment bank spanning 20+ offices across 15+ countries. I ascended from Associate to Vice President and eventually Director, honing a sophisticated, diverse skill set derived from advising companies on complex M&A and capital raising transactions. The pivotal decision to venture out on my own with JSK Advisory Solutions stemmed from a desire to leverage this expertise in order to nurture the success of earlier stage companies.
With an unwavering commitment to treating my clients' businesses as if they were my own, I have a proven track record of consistently delivering exceptional outcomes that surpass expectations, even in the face of challenging circumstances. My professional ethos is deeply influenced by my personal experiences as a lifelong competitor in sports and Brazilian jiu-jitsu. These pursuits instilled values such as teamwork, dedication, discipline, resilience and adaptability, among others. Perhaps most importantly, I never lose sight of the fact that having fun and being passionate about what we do is critical to success.
My Advisory Experience
I spent nearly a decade creating enterprise value for business owners as an investment banking advisor, leading the day-to-day execution of M&A and capital raising transactions
- 35+ companies / clients, including founder-led, private equity owned and publicly traded
- A range of company dynamics: rapidly growing early stage, inflection point, mature / stable, facing financial or operating challenges
- Enterprise values from $25M up to $1B+
- Diverse mix of industries, including healthcare services, medical technology, animal health, aerospace and defense, consumer products and services, retail, SaaS, etc.
- U.S. and international, cross-border transactions
My Advisory Experience
Companies and business owners typically engage me for one of the following core reasons:
1
Transaction Prep and Execution
Your business is in need of capital to fund growth initiatives, looking to make an acquisition, or the shareholders are seeking a liquidity event. I know what it takes to prepare for transactions and execute them with precision
2
The C-Suite is Incomplete
You lack an experienced business partner who brings different perspectives, is objective, strategic and data driven, yet passionate about your success. Perhaps the company is growing rapidly and you realize that new challenges and opportunities require greater sophistication
3
The Finance Function is Only Backward Looking
The current tasks are limited to producing the monthly statements. The company needs to focus more on how to drive future performance by creating detailed financial forecasts and analyzing key metrics / datasets in order to gain insights for optimal decision making
What I Do
Capital Raising
Identifying the right set of investors, advising on how to properly position the opportunity in marketing materials, serving as the financial “voice” for the company and assisting with due diligence
Exit Planning / M&A
Helping business owners maximize value by taking critical steps in advance of a near term or future sale of the company and ensuring flawless execution throughout a process. I can also assist with critical analyses, as well as due diligence, if you’re looking to make an acquisition
Fractional CFO
Annual budgeting, forecasting and financial modeling, improving cash flow management, analyzing financial and operational data, developing strategies to drive margin expansion, interfacing with lenders / investors / board members, etc.
Strategy Consulting
Providing short-term guidance on important strategic decisions by offering a unique perspective through the lens of my extensive experience, as well as taking the appropriate steps to research and analyze the situation
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Request a free consultation
A 30 minute Zoom meeting or phone call so I can get to know your business, your needs and discuss how I may be able to add value