As a director in the firm’s Transaction Advisory Services Group, Jason provides buy-side quality of earnings and financial due diligence and post-deal opening balance sheet support to private equity, family offices, strategic buyers and self-funded searchers. He also provides sell-side quality of earnings and assistance services to privately held middle market companies working with an investment bank or broker to maximize their value. Jason has more than six years of experience on transactions involving middle-market companies in industries such as manufacturing, distribution, healthcare, professional services and other B2B businesses.
Jason previously served as a manager in blum’s Accounting and Auditing Department, performing audit, review and compilation services for a wide range of clients including construction, manufacturing, distribution and professional services firms.
Jason has over nine years of public accounting experience and joined blum in 2010, after interning with PricewaterhouseCoopers during college.