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Jonathan Wesner, CFA

Jonathan Wesner, CFA

Los Angeles, CA, United States
Member since June 26, 2017
Since 2011, Jonathan has been working in M&A, completing 35 investment banking transactions totaling $940 million. He has extensive experience working with founders and C-level executives across a variety of industries, notably software and marketing technology. Freelancing allows him to work for a diverse range of clients and help them tackle complex business and financing strategies.
Jonathan is now available for hire
Career Highlights
Education
Select Certifications
Case studies
Industry Expertise
  • Confidential Information Memorandum (CIM)
  • Marketing Technology (Martech)
  • Software as a Service (SaaS)
Other Expertise
  • Capital Raising
  • Financial Modeling
  • Mergers & Acquisitions (M&A)
  • Private Equity
  • Valuation
Employment
  • Vice President, Investment Banking
    2015 - 2018
    Berkery Noyes
    • Closed eleven deals—approximately $290 million in transaction value—which included sell-side M&A, leveraged buyouts, equity financings, and fairness opinions; also directly managed teams of associates and analysts.
    • Primarily specialized in software and SaaS business models in marketing services, TMT, and fintech.
    • Managed all aspects of the transactions from pitch through close, and negotiated directly on behalf of clients, specifically regarding enterprise value, control provisions, working capital, and purchase agreements.
    • Collaborated directly with management teams to prepare all of the marketing materials.
    • Determined the optimal ways to position opportunities to investors and built financial models to drive maximum valuation and outcomes.
    • Directly advised an LA-based software (SaaS) company with $15 million in revenue, in its growth equity raise with a leading middle market growth equity/private equity firm, at a $75 million pre-money valuation. Defined, maintained, and updated key SaaS metrics (ACV, ARPA, CLTV/CAC, net dollar retention, and so on).
    Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Valuation, Corporate Finance, Fairness Opinion Reports, Capital Structure
  • Vice President, Investment Banking
    2011 - 2015
    Bryant Park Capital
    • Closed 24 deals—approximately $650 million in transaction value—which included sell-side M&A, leveraged buyouts, debt and equity financings, and fairness opinions; also prepared valuation analyses, merger and LBO models, and client presentations.
    • Specialized in fintech/specialty finance (FIG) and advised on numerous engagements, both public and private, in areas such as lending technology, consumer lending, and merchant cash advance.
    • Served as a staffer and mentor for all interns, analysts, and associates.
    • Prepared training materials and provided on-going support to all junior employees and directly managed teams of associates and analysts.
    • Earned early promotion to the position of vice president in two years due to deal-sourcing and buyer relationships.
    • Directly advised a pre-revenue media technology start-up on multiple Series A capital raises with a strategic backed venture fund, totaling $6.5 million.
    • Directly advised U.S. Home Systems (NASDAQ:USHS) in its ~$100 million merger with Home Depot (NYSE:HD).
    Focus areas: Mergers & Acquisitions (M&A), Capital Raising, Valuation, Corporate Finance, Fairness Opinion Reports, Capital Structure
Other Experience
  • Valuation Drivers to Consider During the M&A Sale Process (Publication)
    While selling one’s company can seem like a daunting and difficult task, there exists a proven model and framework that drives valuation to maximum levels and leads to deals successfully getting done. This post is a guide for those contemplating a sale, as to what are the primary and secondary valuation drivers in a sale and how the process is conducted.
Education
  • Master of Business Administration (MBA) degree in Corporate Finance and Investment Management
    2008 - 2010
    Penn State Smeal College of Business - University Park, PA, USA
Certifications
  • Chartered Financial Analyst (CFA)
    AUGUST 2018 - PRESENT
    CFA Institute
  • Series 63
    SEPTEMBER 2011 - PRESENT
    Financial Industry Regulatory Authority (FINRA)
  • Series 79
    SEPTEMBER 2011 - PRESENT
    Financial Industry Regulatory Authority (FINRA)
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