Financial Advisory

A Track Record
Built on Transactions

Over 35 years of Silicon Valley experience executing complex financial transactions — from IPOs and equity raises to M&A and debt financings — across both operating and board roles.

The Experience

Over 115 Transactions.
~$40 Billion
in Total Value.

Across operating CFO roles and public and private board positions, Jack has been a principal in 117 transactions totaling nearly $40 billion — spanning IPOs, M&A, equity financings, and debt raises.

This experience spans early-stage private companies through large-cap public companies, in operating and board roles across more than three decades in Silicon Valley.

~$40B
Total transaction
value
115+
Total transactions
completed
11
IPOs as CFO
or board member
21
Public & private
board roles
By the Numbers

Transaction Summary

$11.2B
Equity
Financings
$14.5B
Companies
Sold (M&A)
$8.5B
Companies
Acquired
$5.6B
Debt
Raised
33
Equity
Raises
59
Buyside
Transactions
9
Sellside
Transactions
16
Debt
Transactions

Figures updated as of May 2026.

Operating vs Board

Experience Breakdown

Operating Roles as CFO

Total Transaction Value$6.9B
Equity Financings$1.9B
Debt Raised$250M
Companies Acquired$1.1B
Companies Sold$3.6B
Number of Transactions33
Key CompaniesGoPro · Atheros · NetRatings · EFI

Board Roles public & private

Total Transaction Value$32.8B
Equity Financings$9.2B
Debt Raised$5.3B
Companies Acquired$7.4B
Companies Sold$10.9B
Number of Transactions84
Key CompaniesGFS · Resideo · Box · Mellanox · Silicon Labs
What We Do

Financial Advisory Services

11
IPOs Completed
CFO or board member through 11 IPO processes including GoPro, Atheros, NetRatings, TubeMogul, Quantenna, Casper Sleep, thredUP, GlobalFoundries, and Astera Labs.
$14.5B
M&A — Sellside
Extensive sellside M&A experience including Atheros ($3.6B to Qualcomm), Mellanox ($7.8B to NVIDIA), TubeMogul (Adobe), eero (Amazon), and Quantenna (ON Semiconductor).
$8.5B
M&A — Buyside
Active buyside M&A advisory including Silicon Labs' $2.75B divestiture to Skyworks and 59 total buyside transactions across operating and board roles.
$11.2B
Equity Financings
33 equity raises across public and private companies including GlobalFoundries ($4.8B), Astera Labs IPO ($820M), GoPro IPO ($1.4B) and multiple private preferred rounds.
$5.6B
Debt Financings
16 debt transactions including ABL facilities, term loans, bonds and mezzanine debt — totaling $5.6B across Resideo ($2.95B), Box ($1.25B), Tonal and GoPro.
2
Activist Experience
Board member during Box's successful defense against Starboard Value, and board member at Mellanox during Starboard's activist campaign, which culminated in the $7.8B sale to NVIDIA.
How We Can Help

Financial Advisory Capabilities

IPO Preparation & Execution

End-to-end IPO advisory from readiness assessment through execution. Experience as both CFO and board member on 11 IPOs across Nasdaq and NYSE.

M&A Advisory

Sellside and buyside M&A counsel — from initial strategic assessment through deal structuring, negotiation, and close. Deep experience with technology sector transactions.

Equity Fundraising

Private and public equity financing strategy and execution. Experience with venture rounds, growth equity, public offerings and follow-ons totaling over $11 billion.

Debt Financing

Structuring and raising debt capital including revolving credit facilities, term loans, bonds and mezzanine instruments for both public and private companies.

Strategic Financial Planning

CFO-level financial strategy, investor relations counsel, and board-ready financial analysis to help companies navigate complex decisions with confidence.

Activist Experience

Board-level counsel for companies navigating activist investor situations — with direct experience at Box (successful defense against Starboard Value) and Mellanox (Starboard activist campaign leading to the $7.8B sale to NVIDIA).

Whether you are preparing for an IPO, exploring a sale, raising capital, or navigating a complex financial situation, we are happy to discuss how we can help.

Get in Touch