Jacob Lynch Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, Us

HCA is a boutique M&A advisory and consulting firm focused on lower middle market behavioral and mental health companies.

Open to anything challenging, intriguing, and rewarding that makes significant impact. I'm here to consult on most aspects of business, especially leadership and people management, finance (whether investment strategy or corporate finance and divestitures), strategy execution, as well as new ventures and operations/efficiencies. Expert with proven track record at solving problems and attaining goals/increasing profits.

Advising clients on many different potential investment opportunities, both public and private, in a variety of different industries and sectors, in order to achieve specific objectives and returns and/or hedges. Most cases between $100,000 and $25,000,000 investment opportunities. Includes sourcing deals and relationships, valuations, due diligence, negotiation, terms evaluation, and recommendations, as well as participation and operations management in certain scenarios.

Own and operate various properties, residential and commercial. Open to any further interesting opportunities in real estate, regardless of geography, if I know there is real potential.

Representing clients in healthcare services, mostly behavioral and mental health, as they seek to divest their company in some way. Offer comprehensive full suite of services tailored to each client's need.Consulting with clients on a number of topics to identify and solve problems, grow profitability and strengthen culture, and help communities flourish.

Louisville, Ky, Us

Merger and Acquisition Advising, consulting on all aspects of deal execution and transactions, for mostly lower middle market behavioral health companies.

Minneapolis, Mn, Us

Ran an efficient & profitable financial planning practice that helped its clients simplify their financial lives through ongoing advice & asset management. Provided custom solutions to clients' concerns, helping them to achieve what they wanted to achieve & avoid what they wanted to avoid. As a financial planner, helped clients get from point A to point B in the wisest manner possible. As a business owner, dealt with all areas of business, most importantly leading the business toward its mission & vision & a successful exit. This also involved leading staff & planning the big picture toward the overall success of the brand. We focused on our clients’ interests, not ours, & that resulted in everyone’s success. This business was a real joy, helped a lot of people, made me proud & was sold in 2016.

Minneapolis, Mn, Us

• Responsible for all aspects of business – managing relationships, sales, operations, marketing & advertising, finance & accounting, risk & investment analysis, business valuation, HR, administration, markets & economic expertise.• Consulted hundreds of clients about their path to success, from basic financial planning needs to buying & selling of businesses, intricate estate plans to security & risk analysis to tax minimization. Managed education & benefits for large organizations, provided advice & analysis to company execs concerning M&A, asset purchases, buyouts, buy/sells, etc.• Process for clients reaching objectives included listening & extrapolating points of concern, gathering current data to produce customized plans & relevant models/forecasts showing different scenarios, potential pitfalls, necessities, and safety measures, directing clients in implementing the strategies discussed to solve their problems.• Used complex data & information; presented that complicated content in a direct & simplified way so that desired results & solutions were obtained.• Transformed older industry practices into a more modernized business model utilizing technology & simplification to build long lasting relationships and more efficient practice.• Generated new prospects & clients in a variety of ways, including advertising, marketing, newsletters & social media, referrals, networking, lunch & learns, leveraging my circle of influential colleagues. Displayed our value to other components of a client's financial life to create more advocates for our process & brand.

This was a small venture I started while attending Western Kentucky University as a full time student and it went fairly well. I definitely learned a great deal about people, decisions, and business during this time. We specialized in cell phone services - Sprint, T-Mobile, AT&T, & Cingular, as well as accessories and their phones, wireless internet service, vonage, and satellite. We were located in Bowling Green, KY and thrived for a little over a year before I sold the business in order to concentrate on a last semester of school and next phase of life. I conducted the hiring, marketing, sales, operations managing, accounting, financing, and all day to day duties from top to bottom, with the help of my 4 employees.

Bachelors Of Science, Finance & Marketing

Diploma, General Education

High School, General Studies

Education record

Education record

Education record