Director of Transaction Services, Financial Due Diligence Practice Leader
Daszkal Bolton, LLPInstructor's Course List
About The InstructorJeff is a Director in the Transaction Services practice and leads the Financial Due Diligence group for Daszkal Bolton. He specializes in producing Quality of Earnings reports in support of buy and sell-side M&A transactions and other capital raising activity.
Prior to joining the firm, Jeff worked as a Senior Manager in the Deals Advisory practice of PricewaterhouseCoopers LLP in their Chicago, Illinois office. He has extensive experience in financial due diligence across a broad range of transaction scenarios including assisting private equity clients with platform and add-on acquisitions, divesting of portfolio companies at the end of the intended hold period, and dividend recapitalizations, as well as assisting corporate clients with strategic buy outs and carve-out divestitures. Jeff has performed financial due diligence on targets across all industries including manufacturing, distribution, software, business services, healthcare, and infrastructure with an enterprise value range from $10 million to $3 billion. Prior to his time with PwC, Jeff was a senior associate in the investment banking practice of UHY Corporate Finance in Detroit, MI, focused on sell-side M&A advisory for manufacturing and service businesses within the automotive industry supply chain.
Jeff obtained a Bachelor of Science in Accounting from Florida State University. He is a Certified Public Accountant licensed in Florida and Illinois. Jeff is a member of the American and Florida Institutes of Certified Public Accountants, and the Illinois CPA Society.