Jay is active in the execution of all of Palm Tree’s services with a focus on Transition and Transformation engagement.
He has over 13 years of experience providing M&A advisory, business valuation, and strategic consulting services to middle market sized companies across multiple industries.
Prior to Palm Tree, he worked in various investment banking positions where he’s completed more than 60 M&A transactions, financings, and advisory engagements worth over $20 billion in transaction value. He was previously head of the Business Advisory Services practice at Contango Capital, subsidiary of Zions Bancorp. Prior to Contango, he was a Vice President at Green Manning & Bunch where he provided investment banking services to middle market companies. Previously he was an Analyst in the invest banking group at Credit Suisse and was an associate in the Transaction Advisory group at PwC in New York City. He graduated magna cum laude from the BYU in Idaho with a bachelor’s degree in Finance. In his spare time, he enjoys spending time with his family, any outdoor related activity, and weekend bowling.