Jack has been involved in hundreds of transactions across a wide range of industries and is regarded as a Leading Expert on Mergers, Acquisitions and Corporate Finance in the middle market.
He joined Headwaters MB (now Capstone Headwaters) when Headwaters acquired Legacy Ptrs. & Co, LLC, an investment bank focused on the middle market where he was Managing Partner and Founder. Prior to that, Jack was Co-Head of Mergers and Acquisitions and Financial Sponsors at FBR Capital Markets. He joined FBR in 2007 when FBR acquired Legacy Partners Group, LLC, which he had founded in 2003.
Prior to launching Legacy, Jack was Global Co-Head of Middle Market M&A at Credit Suisse. He joined CS when it acquired Donaldson, Lufkin & Jenrette where he was a Partner. At DLJ he helped build and then led the firm’s Middle Market M&A Advisory Practice, which became one of the most successful middle market sell-side advisory practices on Wall Street.
Prior to joining DLJ, Jack was with Wasserstein Perella & Co. in their Los Angeles office and later in San Francisco.
Jack graduated from Wake Forest University and received his MBA from Georgetown University with the Distinction University Fellow. Jack is a past Member of the Board of Advisors of Wake Forest University’s School of Business and Georgetown University’s School of Business.