Jacob Lynch

Jacob Lynch Email and Phone Number

Founder of Healthcare Capital Advisors, Behavioral Health M&A @ Healthcare Capital Advisors
Dallas, TX, US
Jacob Lynch's Location
Dallas, Texas, United States, United States
About Jacob Lynch

Founder of Healthcare Capital Advisors (https://www.healthcarecapadvisors.com/), a boutique investment bank for the behavioral health and mental health industry.

Jacob Lynch's Current Company Details
Healthcare Capital Advisors

Healthcare Capital Advisors

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Founder of Healthcare Capital Advisors, Behavioral Health M&A
Dallas, TX, US
Employees:
5
Jacob Lynch Work Experience Details
  • Healthcare Capital Advisors
    Healthcare Capital Advisors
    Dallas, Tx, Us
  • Healthcare Capital Advisors
    Managing Director
    Healthcare Capital Advisors Jan 2024 - Present
    Dallas, Texas, Us
    HCA is a boutique M&A advisory and consulting firm focused on lower middle market behavioral and mental health companies.
  • Jd Lynch Consulting
    Principal Consultant & Advisor
    Jd Lynch Consulting Jan 2018 - Present
    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.
  • Wealth Health - Private Equity And Comprehensive Investment Consulting
    President & Ceo
    Wealth Health - Private Equity And Comprehensive Investment Consulting Jul 2016 - Present
    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.
  • Lynch Property Management
    Owner
    Lynch Property Management Jul 2013 - Present
    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.
  • Behavioral Health Xchange
    Managing Partner
    Behavioral Health Xchange Jan 2023 - Dec 2023
    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.
  • Stoneridge Partners - A Healthcare M&A Advisory Firm
    Associate Partner
    Stoneridge Partners - A Healthcare M&A Advisory Firm Nov 2017 - Jul 2022
    Louisville, Ky, Us
    Merger and Acquisition Advising, consulting on all aspects of deal execution and transactions, for mostly lower middle market behavioral health companies.
  • Canna M&A Partners Llc
    Associate Partner
    Canna M&A Partners Llc Dec 2017 - Jun 2021
  • Ameriprise Financial Services, Inc.
    Owner / Financial Planner
    Ameriprise Financial Services, Inc. Aug 2006 - Sep 2016
    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.
  • Ameriprise Financial Services, Inc.
    Financial Planner
    Ameriprise Financial Services, Inc. Feb 2006 - Sep 2006
    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.
  • Digital Advantage
    Owner / Operator
    Digital Advantage Sep 2003 - Dec 2004
    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.

Jacob Lynch Skills

Retirement Planning Marketing Finance Investments Management Leadership Strategic Planning Customer Service Team Building Wealth Management Financial Planning Risk Management Portfolio Management Small Business Insurance Negotiation Public Speaking Client Management Strategic Partnerships Business Strategy Operational Turnaround Change Management Strategy Execution Skilled Communcator Decision Making Creative Problem Solving Innovation Business Planning Executive Management Performance Management Ethical Character Relationship Building Venture Capital Angel Investing Restructuring Athlete Representation Real Estate Corporate Finance Decision Making Accounting Project Management Business Analysis Enterprise Marketing Entrepreneurship Operations Management Communication Executive Leadership Organizational Leadership

Jacob Lynch Education Details

  • Western Kentucky University
    Western Kentucky University
    Finance & Marketing
  • Centennial High School
    Centennial High School
    General Education
  • Christian Academy Of Louisville
    Christian Academy Of Louisville
    General Studies
  • College For Financial Planning
    College For Financial Planning
  • Corporate Finance Institute® (Cfi)
    Corporate Finance Institute® (Cfi)
  • New York Institute Of Finance
    New York Institute Of Finance

Frequently Asked Questions about Jacob Lynch

What company does Jacob Lynch work for?

Jacob Lynch works for Healthcare Capital Advisors

What is Jacob Lynch's role at the current company?

Jacob Lynch's current role is Founder of Healthcare Capital Advisors, Behavioral Health M&A.

What is Jacob Lynch's email address?

Jacob Lynch's email address is jl****@****ltd.com

What is Jacob Lynch's direct phone number?

Jacob Lynch's direct phone number is +150238*****

What schools did Jacob Lynch attend?

Jacob Lynch attended Western Kentucky University, Centennial High School, Christian Academy Of Louisville, College For Financial Planning, Corporate Finance Institute® (Cfi), New York Institute Of Finance.

What are some of Jacob Lynch's interests?

Jacob Lynch has interest in Church/faith, Learning, Hunting/fishing, Reading, Sports, Professional Microfinance, Angel Investing, Finance, Clean Water Initiatives, Growing Small Businesses.

What skills is Jacob Lynch known for?

Jacob Lynch has skills like Retirement Planning, Marketing, Finance, Investments, Management, Leadership, Strategic Planning, Customer Service, Team Building, Wealth Management, Financial Planning, Risk Management.

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