Senior Director, Investment Operations
Jacob leads the Investment Operations team and chairs the Investor Committee. He is responsible for deal sourcing, client-led and enterprising due diligence, portfolio management, investment operations and communications.
He has worked extensively in operations, M&A, and transaction services for lower-to-middle market Private Equity. Jacob has held leadership roles and consulted for Fortune 500 companies and startups. As an entrepreneur, he has owned, operated and sold multiple companies. His latest exit led to a 10X multiple along with a 550% ROI for himself and investors involved.
Previously, Jacob worked in Management Consulting for Accenture’s Finance & Enterprise Performance organization, aligned to M&A, and SSA & Company’s Private Equity service offering. Prior to Accenture, Jacob was a Company Commander at the rank of Captain with the US Army Special Operations community working closely with foreign militaries, US Army Special Forces, and Psychological Operations and Civil Affairs.
Jacob earned his Bachelor of Science in Economics from Texas Christian University and an MBA from The Fuqua School of Business at Duke University.