Jack is the managing principal of CLA Private Capital, which currently encompasses our Capital Markets and M&A Advisory/Investment Banking capabilities. Our Capital Markets team raises equity and debt for real estate projects while our M&A Advisory/Investment Banking team primarily performs sell-side transactions for companies in the micro and lower middle-market. Jack previously headed CLA's Real Estate industry group and served real estate private equity funds, land developers, home builders and developers/owner/operators of hospitality, commercial, retail and multi-family projects. Jack also has worked with a number of funds pursuing real estate projects in Opportunity Zones.
Jack is a member of the leadership team for CLA's COVID-19 Relief Efforts and has been a frequent presenter and subject matter expert on the Paycheck Protection Program. Additionally, he currently serves on CLA's board of directors.
University of Florida, Bachelor of Science in Accounting
Certified Public Accountant
In the community
Urban Land Institute
National Council of Real Estate Investment Fiduciaries (NCREIF)
Resources and events
Webinar 9/17/2022Revitate Opportunity Zone Market Update
Webinar 5/24/2022Opportunity Zones Update: Key Dates and Benefits
Article 11/22/2021Your PPP Loan Has Been Forgiven — Now What?
Webinar 11/3/2021Qualified Opportunity Zone Benefits and Investment Alternatives
Article 10/19/2021Step-Up Benefit Expires Soon — Start Your Opportunity Zone Investment Now
Webinar 8/19/2021The SBA Tackles Forgiveness Delays, and the IRS Improves ERC Eligibility
Webinar 7/22/2021Tax Issues for Foreign Investors in Qualified Opportunity Zones
Webinar 5/20/2021PPP, ERC and Families First Update
Webinar 5/13/2021Tax Refunds and COVID-19 Relief Updates
Webinar 5/6/2021Tax, Opportunity Zone, and ERC Updates