Summary of experience
Jason is a partner in the Transaction Advisory Services practice providing financial due diligence services to private equity investors, investment banking clients and corporations. Jason co-leads the firm’s sell-side practice.
Jason has more than 15 years of experience in business, many of those advising strategic and financial sellers and buyers on a range of transaction advisory services, including buy-side and sell-side financial due diligence, normalized working capital, assessment of potential off-balance-sheet exposure, divestiture exit readiness, acquisition agreements, merger integration, post-deal integration assessments, and validation of synergies.
Jason has led or assisted with over 300 buy-side and sell-side due diligence reviews that focused on the identification of key risk areas, quality of earnings, normalized working capital, and deal synergies and/or deal breakers for corporate and financial buyers. Prior to joining RSM, Jason spent time in the assurance practice of a Big 4 firm.
Industry focus and specialization includes:
• Manufacturing and distribution
• Carve-outs
• Consumer products
• Take-private transactions
• Software and technology
• Exit readiness
• Business services
• Identifying and validating synergies
Professional affiliations and credentials
• Association for Corporate Growth
• RSM Charitable Foundation Volunteering Board
• Big Brothers Big Sisters of Mass Bay Alumni Board
• M&A Advisor 40 Under 40 Award Winner
Education
• Bachelor of Arts, business and accounting, Merrimack College
• Master of Business Administration, Northeastern University
Select publications
• “A case for sell-side due diligence: Why sellers need to incorporate it into the M&A process” (Boston Business Journal)
• “Five frequently asked questions on establishing an appropriate working capital target during the M&A process” (Boston Business Journal)