Jay brings over 29 years of finance and accounting experience as a CPA, focused for the last 23 of those years on transactional accounting and finance. He has participated in thousands of transactions ranging from recapitalizations, growth capital and buy-outs. Jay spent most of his career at the Top 10 national firms as a Partner of Transaction Advisory, many in leadership roles. He brings national large firm knowledge and sophistication to founder owned businesses with a personal passion for entrepreneurs and their management teams.

Additionally, he provides transaction advisory and financial due-diligence on M&A transactions to private equity sponsors, sellers of founder owned businesses, lenders, and corporate clients where his expertise includes consultation on the clarity of a company's quality of EBITDA, EBITDA enhancement strategies, purchase price adjustment mitigation, working capital anlysis, transaction structuring, tax structuring, and negotiation and assistance.

Over his career, Jay has advised on over 250 middle-market transactions with a value of over $9 billion. He has advised on buyouts, recapitalizations and carve-outs for both platform and add-on acquisitions. Jay serves as the primary relationship partner for the firm's private equity clients providing transaction advisory, audit, and tax services. Jay's clients also rely on his transaction expertise for assistance with transaction disputes related to minority stock valuations, closing working capital, and earn-out provisions.

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