As an Advisor, Jake is responsible for buy-side and sell-side transaction execution, operational and strategic management of portfolio companies, and new investment sourcing. His expertise in acquisitions and financial operations helps identify opportunities to acquire and grow platform companies. He is able to leverage his previous experience to support clients in receiving maximum value with their transactions.
Jake has experience in various accounting and finance roles, with an extensive background in real estate and private investments. Immediately prior to joining PGP, he led the finance department at a real estate development company. Jake started his career in public accounting as a licensed CPA.