- Advises CEOs, Boards and Shareholders of middle-market technology and services firms on positioning for strategic M&A and Capital Raising transactions to maximize shareholder value
- Draws upon deep operational experience as a principal and extensive transactional expertise across M&A and Capital Markets to help management teams shape strategic plans and drive valuation
- Sector expertise includes SaaS software, technology-enabled services, Fintech, advanced manufacturing, and industrial technology/IOT, packaging and aerospace/defense/government services
Jamie is a seasoned strategist and investment banker who has closed over 60 M&A transactions totaling $40 billion and helped clients raise more than $50 billion of capital.
Prior to joining Navidar, Jamie led the Midwest Corporate Advisory practice with Brown Brothers Harriman where he advised privately-held businesses on corporate finance, M&A, ownership transitions, and business strategy matters. Previously, Jamie was an investment banker for two decades covering the industrial technology, aerospace & defense and the broader technology sectors primarily with JP Morgan, Bear Stearns and Truist.
Jamie has also served as CFO for an emerging venture-backed technology business and also led Strategy & Corporate Development for two publicly traded companies, building strategic M&A/inorganic growth playbooks on global basis for both platforms. These collective experiences as a principal and business executive afford Jamie unique strategic perspectives beyond transactional advisory.
Jamie holds a BS in Finance and Accounting from Clemson University and an MBA from the University of Notre Dame.