Jon Heraty
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Jon Heraty Email & Phone Number

Funding solutions to fuel SMB growth at Convergence Funding
Location: Orchard Park, New York, United States 7 work roles 2 schools
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Current company
Role
Funding solutions to fuel SMB growth
Location
Orchard Park, New York, United States

Who is Jon Heraty? Overview

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Quick answer

Jon Heraty is listed as Funding solutions to fuel SMB growth at Convergence Funding, based in Orchard Park, New York, United States. AeroLeads shows a matched LinkedIn profile for Jon Heraty.

Jon Heraty previously worked as President at Convergence Funding and Managing Director at Cfo Partners. Jon Heraty holds Mba, Business Administration from St. Bonaventure University.

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Email format at Convergence Funding

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Convergence Funding

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Profile bio

About Jon Heraty

I am a specialty capital provider who helps middle market companies secure financing to fund their operations and fuel their growth.I have raised debt and equity capital, bought and sold businesses, and directed all aspects of a business with $30 million in revenue.I specialize in customized funding solutions and am a partner to the businesses I work with throughout the relationship.I have the perspective that comes from having been a business owner and from providing capital and services to businesses.I have empathy for the leaders and businesses I work with and genuinely want to see them prosper. I am invested in the success of the companies I work with and count their wins as my own.My website has more about my mission and values - please visit me there at https://jonheraty.com.

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Jon Heraty's current company

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Convergence Funding
Convergence Funding
Funding solutions to fuel SMB growth
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7 roles · 29 years

Jon Heraty work experience

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President

Current

Buffalo, New York, United States

2024 - Present ~2 yrs 6 mos

Managing Director

Buffalo, New York, United States

CFO Partners provides Fractional CFO services to small and midsize companies. At CFO Partners, we run your finance department so you can run your company.For a fraction of the cost of a full-time CFO, we will:- Fix cash flow issues.- Generate timely, actionable financial reports.- Automate repetitive tasks.- Focus on high growth, high margin revenue sources.- Eliminate unnecessary expenses.- Create detailed roadmaps for the future.- Manage financial risks.

2020 - 2024 ~4 yrs

Founder / Managing Partner

Founded company to own, operate and manage skilled nursing and assisted living facilities. Led acquisition of eight licensed healthcare facilities, including negotiating purchase agreement, securing financing and satisfying regulatory requirements. Oversaw all day-to-day operational matters of the facilities, including employee matters, vendor / supplier relationships and management / maintenance of physical assets.

2006 - 2018 ~12 yrs

Senior Underwriting Officer

Led teams performing financial analysis of current and prospective borrowers, including quality of earnings and collateral / asset valuation. Hired, managed and developed junior staff. Developed and implemented standard underwriting protocols to effectively manage portfolio risk.

2004 - 2006 ~2 yrs

Loan Officer

Monitored existing borrower relationships, including financial performance, compliance with covenants and amendments to loan documentation. Communicated with rating agencies regarding securitized bond offerings of loan portfolio. Presented findings to the firm's credit committee, led by CEO and Chief Credit Officer.

2002 - 2004 ~2 yrs

Senior Loan Analyst

2000 - 2002 ~2 yrs
2 education records

Jon Heraty education

Bs, Business Administration

Activities and Societies: Student Government Association, Sigma Beta Delta

FAQ

Frequently asked questions about Jon Heraty

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What company does Jon Heraty work for?

Jon Heraty works for Convergence Funding.

What is Jon Heraty's role at Convergence Funding?

Jon Heraty is listed as Funding solutions to fuel SMB growth at Convergence Funding.

Where is Jon Heraty based?

Jon Heraty is based in Orchard Park, New York, United States while working with Convergence Funding.

What companies has Jon Heraty worked for?

Jon Heraty has worked for Convergence Funding, Cfo Partners, Elite Senior Living, Capitalsource, and Ge Capital.

How can I contact Jon Heraty?

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What schools did Jon Heraty attend?

Jon Heraty holds Mba, Business Administration from St. Bonaventure University.

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