Jesse Speltz is Director of Tax Credit Investments responsible for expanding Cabretta’s national footprint with banks, private equity groups, family offices, specialty finance companies, CPA’s, wealth advisors, strategic businesses and high net worth individuals to lower their federal and/or state tax liabilities.Jesse is an accomplished finance and business development professional with 30+ years of leadership experience working with middle market and growth oriented companies. Prior to joining Cabretta, Jesse led business development for DHG’s private equity and transaction advisory teams, assisting buyers and sellers with their M&A and financial accounting requirements around the transaction.Jesse is heavily involved within the financial community, currently serving as a board member for the Atlanta Association of Corporate Growth (ACG), attending 25-30 ACG events across the country on a annual basis. Jesse and his wife live on the north side of Atlanta in Roswell, GA. When Jesse is not working or on the golf course, they enjoy traveling, wine and cooking. If you are ever in the area, reach out and let’s tee it up!Specialties:Excellent communicator with strong negotiation skills and entrepreneurial spirit. Years of surpassing customer expectations resulting in a powerful, network of business professions available for strategic positioning and growth.• Structured tax credit equity funds and tax-advantaged investment strategies • Master Networker and Business Connector - Helping develop / establish win win relationships• Specialty Finance (Private Equity / VC / Mezz / ABL / Trade Credit) • Sales Management • Solution Selling• Sales Planning / Process Creation • Process Improvement • Strategic Consulting• Customer Relationship Management • Risk Mitigation • Strategic Marketing • Alliance/Partnership Management • Project Management • International Business
Listed skills include Finance, Corporate Finance, Asset Based Lending, Risk Management, and 28 others.