Founder & Managing Director
Jonathan has spent some 25 years primarily as an investment banker and private equity investor at major firms focused on industrial and services companies. He also has significant Board of Directors and operating experience. His private equity background includes being a Managing Director and Member of the Management and Executive Committees at Cypress Group and Executive Vice President at Revolution Living, part of the investment effort established by Steve Case, the Co-Founder of AOL. Jon spent most of his investment banking career at Lazard, ultimately as a Managing Director, focused on mergers and acquisitions and, to a lesser extent, on financial sponsors. He also had senior positions at Bear Stearns and Wachovia Securities. Jon sits on the Boards of Directors of a number of companies in various industrial sectors ranging from smaller private companies to a Fortune 500 company.
Managing Director – Head of Mergers & Acquisitions Advisory Business
Kevin has spent over 25 years as an investment banker focused primarily on industrial, services and consumer products companies in the public and private markets. He has particular expertise helping large families, entrepreneurs and executives and companies evaluate strategic financial options. Kevin also works extensively with private equity firms. He started his career at JP Morgan Chase and was Head of Diversified Industrials at Wachovia Securities (later Wells Fargo). More recently, he drove the build out of the Industrial Investment Banking Business at Royal Bank of Canada (RBC) in New York.