Jake is an experienced M&A principal and has supported nearly $500 million of M&A focused on the lower middle market, particularly with founder and family-owned enterprises. As a principal, he has supported investments in six companies, including raising nearly $60 million of third-party capital. Jake joined Toptal to expand his exposure and depth of knowledge through consulting.
Sourced, structured, negotiated, and closed transactions in the US, Canada, and Mexico on behalf of a highly acquisitive, global life sciences company focused on the pharma/biotech, agriculture and food, materials sciences, environmental, and clinical diagnostics markets.
Advised on the transaction process and tactics—acting as point of contact for counterparties and assist senior Eurofins business leaders in negotiating term sheets, letters of intent, definitive agreements, disclosure schedules, and ancillary documents.
Planned and executed due-diligence processes and coordinated the activities of internal and external advisors, including scoping engagements—negotiating fees and reviewing and finalizing externally generated reports.
Coordinated transaction closings, including preparing funds flow memoranda, interacting with the treasury to facilitate funding, preparing shareholder resolutions and coordinating signatures for agreements.
Assisted in post-acquisition integration processes; support acquisition onboarding and legal reorganization processes, coordinate post-closing payments and assist HR, IT and other partners in integration planning and execution.
Acquired a provider of electrical testing services for the semiconductor industry.
Acquired a manufacturer of integrated instruments and reagent systems for autoimmune and infectious disease detection.
Acquired a Silicon Valley-based provider of transmission electron microscopy (TEM), scanning electron microscopy (SEM) and focused ion beam (FIB) services for customers that manufacture semiconductors, optical devices, and others.
Purchased a clinical diagnostics company commercializing a differentiated technology that detects immunosuppression in kidney transplant recipients.
Focus areas: Negotiation, Transaction Advisory, Financial Analysis, Business Development, Financial Modeling, Due Diligence, Mergers & Acquisitions (M&A), Corporate Development
Private Equity Senior Associate
2016 - 2018
Inverness Graham Investments, Inc.
Acquired a leading manufacturer of endodontic products, small equipment, and consumables.
Sold a global leader in enterprise data management software to a New York-based global private equity firm.
Acquired a NJ-based provider of HR software.
Acquired a leading provider of cloud-based, integrated workforce management software that included automated time and attendance and advanced scheduling.
Evaluated new investment opportunities, played a key role in M&A and financing processes, including interacting with lenders and investment bankers and provided on-going support and supervision for current portfolio companies.
Reviewed 135 investment opportunities and participated in 15 investment committee processes, including creating investment memoranda and presentations, conducting due diligence, constructing financial models and capitalization tables/waterfalls, and soliciting transaction financing.
Worked on six ongoing and completed transactions, including M&A, structured finance and leveraged finance transactions; prepared corporate valuation analyses, accretion-dilution/merger models, LBO models, and client presentations.
Worked in multiple product areas including M&A, debt capital markets and equity capital markets, as well as numerous sectors including Business Services, engineering & infrastructure, distribution, utilities, power & renewable energy, and specialty chemicals.
Assisted a public company in the industrials space to complete a carve-out of a $150 million segment to a UK-based PE firm.
Sold a 200-watt wind farm to a large public aggregator of renewable energy assets.
Arranged $200 million of debt financing for a residential solar energy system developer.
Focus areas: Debt Capital Markets, Capital Markets, Mergers & Acquisitions (M&A)
Investment Banking Intern
2013 - 2013
KeyBanc Capital Markets
Built financial models for public and private REIT mergers.
Conducted valuation analyses for real estate companies across healthcare, office, and residential asset classes.
Completed a comprehensive valuation and presentation for equity residentials which was presented to a vice president.
Assisted with creating pitch materials for prospective clients.
Assisted on several equity capital markets transactions for publicly-traded REITs and REOCs.
Focus areas: Mergers & Acquisitions (M&A), Capital Markets, Real Estate Investment Trust (REIT), Investment Banking, Real Estate