Principal
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As a Principal of Jacsten Holdings, Jake is responsible for initiating investment opportunities and participating in the team’s due diligence efforts. Jake also plays an active role in structuring and negotiating all transactions. After an acquisition, Jake is responsible for working closely with portfolio company management teams to develop and execute on a strategic plan to create shareholder value. Jake is also an active participant on portfolio company Advisory Boards. Prior to joining Jacsten, Jake was in the Investment Banking department at Robert W. Baird & Co. where he provided M&A and equity financing advisory services in the middle-market. Prior to Baird, Jake was a Manager in the Transaction Services practice of KPMG. In this capacity, he provided M&A consulting and financial due diligence services to private equity and strategic clients considering potential mergers, acquisitions or divestitures. Before KPMG, Jake was in the commercial audit practice at Deloitte where he led daily operations on audit teams responsible for understanding clients’ businesses, providing technical accounting insight, and evaluating risk management and internal control practices. Jake is a certified public accountant and earned both his Master’s and Bachelor’s degrees in Accounting from the University of Notre Dame.