With over 24 years of experience in corporate finance and advisory, focusing in the private equity, private debt and credit markets, and mergers and acquisitions; Jay has led the origination and execution of numerous assignments in healthcare services, retail, energy and manufacturing. His investment banking and advisory experience include Fidelity Investments – Capital Markets, Mutual of New York Securities, and Merrill Lynch.
Jay is involved in all aspects of the transaction process including sourcing, structuring, financing, and execution of post-closing growth and operational strategies, including rollups and add-on acquisitions. He has held board seats with companies in the retail and healthcare services sectors and acted as an interim C-level executive for a healthcare company, helping to restructure its financials, streamlining operational processes and workflows, while increasing overall productivity.
Jay holds an MBA with a concentration in International Management from D'Amore-McKim School of Business at Northeastern University, and a BBA from Sam Houston State University. He holds Series 7 and 66 securities licenses with FINRA.