Jacob Lee work email
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Jacob Lee has over 13 years of professional experience in the areas of finance effectiveness, FP&A, corporate and GTM strategy, M&A, due diligence, budgeting and forecasting, sales operations, product pricing and packaging, debt and equity financing and human capital leadership. He was recently a Finance Executive at Avasure where he worked closely with the sales teams on strategic growth initiatives. Prior to Avasure he was a consultant within PwC's Deal Practice and performed financial due diligence and pre sale readiness projects on over 60+ transactions in the U.S., Europe and Asia regions.In 2021 he led Avasure, a founder owned healthcare IT company specializing in patient monitoring hardware and software solutions, through a sale to Goldman Sachs and Heritage Group (see link below).Some of his personal achievements include completing multiple 70.3 Ironman triathlons and adventure races, being a Dad to his three little kiddos and being named a captain of the Albion College Football team.https://www.prnewswire.com/news-releases/avasure-announces-investment-from-goldman-sachs-and-heritage-group-301296410.html
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Managing PartnerTahqua Point CapitalDetroit, Mi, Us
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Client Results ExecutiveSentrics Jan 2023 - PresentOrmond Beach, Florida, United StatesSentrics provides senior living owners and operators the capabilities to more effectively and efficiently promote resident quality of life – and family peace of mind – through data-driven insights powered by our life safety, health & wellness, engagement and entertainment technologies. -
Managing PartnerTahqua Point Capital Jun 2022 - PresentInvestment firm focusing on raising capital for commercial, STR and multifamily properties, outdoor hospitality and sustainable and renewable businesses.
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InvestorAvasure Jul 2020 - Present -
Vice President FinanceAvasure Jan 2021 - Jun 2022Grand Rapids Metropolitan AreaLed the Finance and Accounting functions and served on the Executive Leadership Team.Strategic advisor to founder/CEO in evaluating exit options. Led Company through successful majority investment by a growth fund and middle market PE buyer2x revenue growth, 2.8x Adj. EBITDA growth and 4x ARR growth during tenureGuided Company through first year audit (unqualified opinion) while shifting to Netsuite ERP platform and Microsoft CRM platformLed cross-functional pricing and packaging project with external consultant to evaluate recurring revenue product offering and identify monetization improvementImplemented more robust and meaningful monthly and quarterly financial reporting by delivering Financial Reporting packages centered around tracking top line and profitability metrics by department for Exec team, Board and PE ownership groupHired talented controllership roles to build stronger administrative infrastructure, automated Accounts Payable, cleaned up collections and implemented sales tax software (Avalara) to remediate historical NEXUS exposure leading to cash savings and mitigating millions in exposure
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Director Of FinanceAvasure May 2020 - Jan 2021Grand Rapids Metropolitan AreaTasked with leading the finance and accounting functions for a growing telehealth company specializing in enterprise wide patient safety and engagement solution offerings.
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Deals Senior ManagerPwc Mar 2014 - May 2020Detroit, MichiganProvided sound buy side and sell side Financial Due Diligence services to strategic buyers in the healthcare, technology, consumer products and manufacturing industries.Served on the dedicated deal team supporting the corporate M&A group of a Top 50 Fortune 500 company through the divestiture process including sell-side readiness, data synthesis & validation, financial forecasting, preparing for buyer confirmatory due diligence meetings, and net working capital analysis during negotiations.• Prepared detailed financial analysis to determine divestiture scope • Worked with business entity leaders to identify carve out adjustments for target net working capital• Proactively responded to buyer due diligence Q&A process• Prepared excel models to bridge historical audited financials to proforma financial information -
Assurance Senior AssociatePwc Aug 2013 - Feb 2014Detroit, MichiganProvided audit and attest services for a top 50 Fortune 500 Oil and Gas SEC public client. Responsibilities included:• Understanding the client's business and developing effective and efficient audit plans tailored to the client's industry, • Coordinating, conducting, and reviewing fieldwork• Monitoring project budget and communicating any areas of project overruns and; • Overseeing and effectively managing lower level staff workloads.
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Assurance Experienced AssociateAssurance Associate Pwc Sep 2010 - Aug 2013Greater Detroit AreaProvided audit and attest services specializing in the Utility Industry including the following services:• Integrated Audits of Company’s Annual Financial Statements and ICFR • Quarterly reviews• Statutory Audits• Comfort letters for issuance of debt and equity securities and;• Specified procedures audits and agreed upon procedures projects. Audit clients included a Fortune 500 Public Utility, a UK based private automotive supplier, a public university and a private equity regulated utility portfolio company. 2011-Performed risk management and review services related to a utility client's Smart Grid program.
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Assurance InternPwc May 2009 - Jul 2009Greater Detroit AreaResearched the proposed Cap and Trade Legislation of 2009 and presented analysis to the engagement team to evaluate the potential effect of the regulatory standards on our utility client's operations.Participated in a Knowledge Sharing Project in which a group of interns identified a potential service offering and recommended the work to a panel of Senior Managers and Partners.
Jacob Lee Skills
Jacob Lee Education Details
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Economics & Management And Spanish Literature -
Cultura, Historia, Economia -
Universidad Internacional De Cuernavaca Morales MexicoSpanish Language And Literature
Frequently Asked Questions about Jacob Lee
What company does Jacob Lee work for?
Jacob Lee works for Tahqua Point Capital
What is Jacob Lee's role at the current company?
Jacob Lee's current role is Managing Partner.
What is Jacob Lee's email address?
Jacob Lee's email address is ja****@****ure.com
What is Jacob Lee's direct phone number?
Jacob Lee's direct phone number is 131334*****
What schools did Jacob Lee attend?
Jacob Lee attended Albion College, Universidad Nacional Andrés Bello, Universidad Internacional De Cuernavaca Morales Mexico.
What are some of Jacob Lee's interests?
Jacob Lee has interest in Social Services, Children, Endurance Cycling, Snowboarding, Environment, Education, Triathlons, Golfing, Hiking, Camping.
What skills is Jacob Lee known for?
Jacob Lee has skills like Financial Analysis, Auditing, Us Gaap, Mergers And Acquisitions, Due Diligence, Deals, Divestitures, Private Equity, Finance, Microsoft Excel, Risk Management, Internal Controls.
Who are Jacob Lee's colleagues?
Jacob Lee's colleagues are Micheal Young, Robin Horne, Steven Gorman, April Ball, Zachary Roberts, Omar M., Alyson Smith.
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