Jack brings 30 years of experience to the Capstone Headwaters investment banking team, where he is responsible for overseeing business development, transaction origination, execution and team building. He 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.
Prior to Capstone Headwaters, Jack was Managing Partner of Legacy Partners & Co, LLC, an investment bank focused on the middle market, which he 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 lead 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.
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.
Georgetown University, McDonough School of Business - MBA - Finance
Wake Forest University - BA - Economics
FINRA - Series 7 & 63 Registered General Securities Representative
FINRA - Series 23 Registered General Securities Principal
FINRA - Series 79 Registered Investment Banking Representative