Overview
Jason is a Principal in CLA’s Private Equity industry group and joined CLA via merger in 2021. Jason has significant experience in both assurance and consulting, which includes working with a wide range of closely held companies in many industries. He provides buy-side quality of earnings and post-deal support to private equity, family offices, strategic buyers, and search funds. 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 enhance their value. Jason has more than eight years of experience on transactions (and more than 12 years of overall experience) involving middle-market companies in industries such as manufacturing and distribution, healthcare, technology, professional services, construction, transportation and other B2B businesses.
Education
- Bachelor of Science in Business Administration from the University of Connecticut
- Master of Science in Accounting from the University of Connecticut
In the community
- American Institute of Certified Public Accountants (AICPA)
- Connecticut Society of Certified Public Accountants (CTCPA)
- Association for Certified Fraud Examiners (ACFE)
- Association for Corporate Growth – Connecticut, Boston and New York Chapters (ACG)
- Exit Planning Exchange, Tri-State Member (Connecticut, New York and New Jersey) – (XPX)