Jan 2024 - Present
AeroLeads people directory · profile
Jake Kaplan Email & Phone Number
Vice President, Technology Investment Banking at William Blair
at
William Blair
1 work email found
@williamblair.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Technology Investment Banking at William Blair
Location
New York City Metropolitan Area, United States, United States
Who is Jake Kaplan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jake Kaplan is listed as Vice President, Technology Investment Banking at William Blair at William Blair, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at williamblair.com and a matched LinkedIn profile for Jake Kaplan.
Jake Kaplan previously worked as Vice President, Technology Investment Banking at William Blair and Senior Associate, Technology Investment Banking at William Blair. Jake Kaplan holds Bachelor Of Arts - Ba, Economics from Tufts University.
Company email context
Email format at William Blair
This section adds company-level context without repeating Jake Kaplan's masked contact details.
{first_initial}{last}@williamblair.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jake Kaplan. Compare company email patterns before reaching out.
Profile bio
About Jake Kaplan
New York-based investment banker in William Blair’s Technology practice focused on M&A and Capital Markets advisory for software companies.Select Transaction Experience:Education Technology:• $1.6B Sale of Transact Campus (Reverence Capital Partners) to Roper (NAS:ROP) and CBORD• Merger of n2y and Texthelp (Five Arrows Capital Partners & Providence Equity Partners)• Recapitalization of LINQ (Banneker Partners) by Welsh, Carson, Anderson, Stowe• Acquisition of Incident IQ (JMI Equity) by Cove Hill Partners• Sale of PageUp (Battery Ventures) to EQT• Recapitalization of Thought Industries by Luminate Capital• Sale of Modern Hire (The Riverside Company) to HireVue (The Carlyle Group)Legal Technology• Clio's (JMI Equity and TCV) $900M Series F Investment, at $3B Valuation, led by NEA• Sale of MyCase (Apax Partners) to AffiniPay (TA Associates)• Acquisition of Agiloft (FTV Capital) by KKROther:• Sale of TurboSquid to Shutterstock (NYSE: SSTK)• Recapitalization of Evergent Technologies by TZP Group• $310M Sale of Liaison Technologies to OpenText (NASDAQ: OTEX)• Divesture of OpusCapita (Posti Group) to Providence Equity PartnersContact Information:Mobile: (908) 721-1734Email: jake.t.kaplan@gmail.com
Listed skills include Teamwork, Research, Microsoft Excel, Time Management, and 12 others.
Current workplace
Jake Kaplan's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Jake Kaplan work experience
A career timeline built from the work history available for this profile.
Mar 2021 - Present
Dec 2019 - Mar 2021
Jul 2018 - Nov 2019
2 education records
Jake Kaplan education
Bachelor Of Arts - Ba, Economics
Tufts University
Education record
Westfield Senior High School
FAQ
Frequently asked questions about Jake Kaplan
Quick answers generated from the profile data available on this page.
What company does Jake Kaplan work for?
Jake Kaplan works for William Blair.
What is Jake Kaplan's role at William Blair?
Jake Kaplan is listed as Vice President, Technology Investment Banking at William Blair at William Blair.
What is Jake Kaplan's email address?
AeroLeads has found 1 work email signal at @williamblair.com for Jake Kaplan at William Blair.
Where is Jake Kaplan based?
Jake Kaplan is based in New York City Metropolitan Area, United States, United States while working with William Blair.
What companies has Jake Kaplan worked for?
Jake Kaplan has worked for William Blair, Raymond James, and Agc Partners.
How can I contact Jake Kaplan?
You can use AeroLeads to view verified contact signals for Jake Kaplan at William Blair, including work email, phone, and LinkedIn data when available.
What schools did Jake Kaplan attend?
Jake Kaplan holds Bachelor Of Arts - Ba, Economics from Tufts University.
What skills is Jake Kaplan known for?
Jake Kaplan is listed with skills including Teamwork, Research, Microsoft Excel, Time Management, Leadership, Investment Banking, Mergers And Acquisitions, and Valuation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial