Jonathan is involved in all facets of PCE’s investment banking practice, including buy-side and sell-side engagements, recapitalizations, employee stock ownership plans (ESOP), and general corporate advisory. Jonathan concentrates on PCE’s ESOP clients. He plays a crucial role in providing financial analysis, modeling transaction alternatives, and evaluating business ownership capital structures to help clients reach their goals.
Before joining PCE, Jonathan worked for two large national banks. Most recently, Jonathan was Assistant Vice President, where he was responsible for business development efforts and the management of a book of commercial-sized clients. In addition, Jonathan provided underwriting and transaction due diligence for the corporate and institutional banking team.
Past roles included portfolio management and underwriting responsibilities for commercial and institutional clients and not-for-profit higher education clients. His primary focus was to mitigate credit risk for clients through in-depth analysis and deal structuring.
Education
- University of Florida, Bachelor of Science in Business Administration, General Business
- Rollins College, Master of Business Administration, Finance Concentration
