Healthcare

David Jasmund is a founding partner of PCE, with more than 25 years of experience in mergers & acquisitions (M&A), ESOP transactions and corporate finance. He leads PCE’s Healthcare practice, but also has transactional and financial industry experience in Insurance, Business Services and Food & Agriculture.

David brings more than three decades of business experience to the table, along with a unique business perspective as a highly successful entrepreneur, business owner and advisor. Prior to his work at PCE, he grew a small insurance start-up of three people into a powerhouse that employed more than 1,200 people and generated annualized revenues of over $700 million. In addition, David has led other operations through start-ups, redefining business strategies, debt restructuring, de-franchising, mergers and equity capital placement in the Southeast.

Leading M&A transactions, including dual track engagements, and private equity placements; positioning several smaller companies for acquisition by a publicly traded company; and growing revenues in another series of strategic M&A transactions are among David’s accomplishments.

Certifications Affiliations

• FINRA Series 7, 24 and 79 Securities Licenses
• General Property & Casualty and Life & Health Insurance Licenses – Florida

Service

• Board of Directors of UF Health Shands Hospital
• Board of Directors of National Chiropractic Mutual Insurance Company
• Board of Directors of Builders Insurance Group, Atlanta
• Member of Association for Corporate Growth, Atlanta
• Member of National Center for Employee Ownership (NCEO)
• Past Chair of the Coalition for the Homeless of Central FL
• Past Chair of the Board of Governors for MD Anderson Cancer Center Orlando
• Past Finance Committee of the Catholic Diocese of Central Florida
• Past Executive Committee and Board member of the Florida Blood Centers

Education

• University of Florida, Bachelor of Science

Jon Gogolak is a Director in PCE's ESOP Advisory Group. As a dedicated finance professional with extensive experience in capital markets, investment banking, and treasury operations, Jon skillfully offers financial guidance to shareholders and fiduciaries, assisting them in structuring transactions that align with the client's desired goals and objectives.

Before joining PCE, Jon was responsible for the build-out and expansion of the capital markets function at one of the largest non-bank agricultural lenders in the U.S. As the Director of Capital Markets, Jon led the treasury strategy, focusing on cash management, collateral optimization, and loan funding.

With his strong analytical skills, collaborative approach, and deep understanding of the capital markets and ESOP landscape, Jon is committed to providing middle-market business owners exceptional ESOP services. He strives to deliver strategic solutions that optimize value and drive success for his clients in a dynamic and competitive business environment.

Certifications & Affiliations

• Member of National Center for Employee Ownership (NCEO)
• Member of ESOP Association
• FINRA Series 79 Securities License

Education

• DePaul University, Bachelor of Arts in Economics, Minor in Community Services Studies
• DePaul University, Master of Science in Economics: Economic Policy Analysis

Bradley Scharfenberg is a seasoned investment banker with more than a decade of middle-market M&A experience. As Vice President in PCE’s M&A group, Brad is responsible for leading all aspects of the deal execution process on sell-side and buy-side engagements, recapitalizations, and capital raise transactions.

Leveraging his extensive experience in the healthcare sector, Brad plays an active role in expanding PCE’s healthcare investment banking practice. He has worked with companies across multiple healthcare verticals, including physician practice management, dental service organizations (DSOs), behavioral health, durable medical equipment, and healthcare information technology.

Prior to joining PCE, Brad worked at a boutique investment bank where he advised on over 30 M&A transactions across select industry verticals, with an emphasis on healthcare, consumer and industrial deals. Brad also brings board-level experience in the consumer space, providing additional perspective on strategic planning, operational and financial oversight, and investor relations. His client-first approach, M&A expertise and industry insight make him a valuable advisor for healthcare entrepreneurs and business owners alike.

Education

• BSBA, Finance and Economics, University of Missouri–Columbia, Trulaske College of Business