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. From Associate to Vice President and eventually Director, I developed 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. From Associate to Vice President and eventually Director, I developed 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.

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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.

My Advisory Experience

I spent 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:

Transaction Preparation and Execution
Your business is in need of capital to fund growth initiatives, the shareholders are seeking a liquidity event, or you are looking to make an acquisition. I know what it takes to prepare for transactions and execute them with precision
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
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 the strategy and how to properly position the opportunity in marketing materials, organizing the data room, serving as the financial “voice” for the company and assisting with due diligence
Business Sale Preparation / M&A
Helping business owners prepare for a future sale by identifying potential risks, strengthening key areas of the business and taking proactive steps to improve valuation and transaction outcomes. I also provide strategic guidance and hands-on support throughout the sale process to ensure flawless execution

Learn more about business sale preparation services

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

Select Testimonials

Owner, CEO

Arizona

“Working with Jeremy has been a game changer for our organization. His dedication to helping me achieve my goals and passion for our success was evident from day one and never wavered. Jeremy has a keen ability to quickly identify strategic insights and possesses an analytical approach that not only professionalized our operations but also enabled our entire leadership team to grow and become more effective. After 2+ years of working together, he has become more than just an advisor, he is a trusted business partner and friend.”

Founder, CFO

Texas

“I’ve worked with many different advisors and Jeremy was on another level. He brought a wealth of experience that added significant value to the company in advance of and during the sale process. Jeremy was always extremely thoughtful, carefully navigating and walking us through the intricacies of the M&A process to ensure everyone was thoroughly prepared. I know he also had other projects at the time, but Jeremy always made us feel like his #1 priority. I hope we can find more opportunities to work together again in the future.”

Founder, CEO

Australia / UK

“Jeremy was our secret weapon throughout the entire sale process. He led the day to day execution and was extremely hands on from start to finish. His financial knowledge and deep understanding of how to properly position the company helped us immensely with the prep of all materials. He also managed an extensive diligence process with interested buyers, something that would have been nearly impossible for us to do on our own while still running daily operations. Jeremy always acted in my best interests and ultimately helped me achieve an incredible outcome!”

Founder, CEO

California

“Jeremy is a true asset to any business. He’s able to really dig into and appreciate the details, but then also see the bigger picture and make recommendations to elevate our game. What was particularly useful for us was how effective Jeremy was at explaining complex concepts that we weren’t familiar with in a way that we could easily understand. He was always honest and not shy about providing constructive feedback when necessary too.”

Request a confidential 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
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