Jon leverages a background in investment banking, corporate finance, private equity and entrepreneurship to achieve uncommonly successful outcomes for clients. Most recently, Jon was a manager at private equity firm Valesco Industries, focused on new investment management, financial analysis and transaction process management.
Prior to that, he served as Vice President and Research Director at investment banking firm Capital Alliance Corporation, advising on many successfully completed transactions. Earlier, he served in a number of positions of increasing responsibility in operating, commercial and financial roles at ConocoPhillips Company. In addition, he has held founding, executive and operating roles in startup and early-stage enterprises in the oil field technology and Internet retail space.
Jon received his MBA from the Cox School of Business at Southern Methodist University with concentrations in Finance and Strategy & Entrepreneurship. He also holds a BBA in Finance, magna cum laude, from the Price College of Business at the University of Oklahoma. Active on campus, he received numerous scholarships and academic awards and won the business plan competition at both schools. Presently, Jon serves in a number of professional and philanthropic organizations.
5600 Tennyson Pkwy. Suite 150
Plano, TX 75024
If you’re considering selling your business, want to find the right partner or just have questions concerning the future of your company, please contact us. We’d love to discuss potential opportunities and find the optimal outcome for you.