Founder
and access,
Jay Adler, has 20 years experience in investment banking, corporate mergers and acquisitions, business sales and multi-unit franchise transaction management. Prior to forming Adler & Company, Jay served as Managing Director for Unison Capital Group, a member firm of the National Association of Securities Dealers (NASD) and a registered securities broker/dealer with the Securities and Exchange Commission (SEC). Jay managed the firm's Merger and Acquisition practice that completed numerous sale transactions, appraisals and consulting assignments for the principals of companies in a broad range of industries. Jay received a BS in Business Administration from Cal State, where he graduated Magna Cum Laude and was elected Student Body President. He received his MBA in Corporate Finance from Case Western Reserve University in Cleveland, Ohio. He held an NASD series 62 license as a Corporate Securities Representative and a series 63 Uniform Securities Agent license. Jay is a Certified Business Intermediary (CBI) through the International Business Brokers Association (IBBA) and holds the Senior Business Analyst (SBA) designation through Business Evaluation Systems.