Jonathan Marshburn Email & Phone Number

Denver, CO, US

Denver, Colorado, United States

• Lead development of corporate strategy and product vision of Lexipol’s flagship product through analysis of market attractiveness, TAM opportunity, willingness to pay, ability to win, growth drivers, and competitive.
• Identify organic growth initiatives and drive product roadmap development by analyzing customer needs, revenue opportunity, and investment required to prioritize investable themes based on value, interdependencies, and.
• Evaluate new markets to… Show more
• Evaluate new markets to assess market attractiveness, size of revenue opportunity, and strength of adjacency through total addressable market sizing, business case modeling, and analysis of product market fit, growth.

Denver, Colorado, United States

• Identified growth opportunities, formulated strategic options, delivered recommendations, and implemented strategic initiatives across corporate strategy (build, buy, partner), corporate development (M&A, divestiture).
• Defined and accelerated the company’s top strategic growth priorities through strategic frameworks, market analysis, business modeling… Show more
• Defined and accelerated the company’s top strategic growth priorities through strategic frameworks, market analysis, business modeling, hypothesis-driven thinking, lean testing, and analytical rigor to synthesize and.
• Managed M&A pursuits and divestiture opportunities (led 4 buy-side opportunities, 2 LOIs, 2 divestitures) and strategic partnerships (secured and launched 5 referral, 1 product partnerships) in cross-functional.
• Led strategic initiatives and special projects to the CEO Show less

Denver, Colorado, United States

• Formulated enterprise-wide multi-year growth strategy, led commercialization of Infinicept’s flagship payments solution, and built business cases for new market expansion, contributing to 65% revenue growth during.
• Supported and executed a growth equity round, resulting in a $23M raise to fund Infinicept’s product investment and go-to-market expansion. Constructed business case, investment thesis, and supporting pitch collateral.
• Devised three-year… Show more
• Devised three-year strategic plan informing capital deployment timeline, expected ROI, and projected financial milestones, providing a roadmap to strategic product investment, go-to-market expansion, and targeted hiring.
• Redesigned pricing structure and implemented a scalable revenue model, facilitating the shift from cost per transaction to volume-based pricing, resulting in a ~12% increase in booked recurring revenue and average deal.
• Commercialized and productized Infinicept Advisory Practice into a scalable, repeatable standalone business.

Greater Denver Area

• Identify growth opportunities and strategic options for clients through hypothesis-driven thinking, market research and analysis, competitive intelligence, strategic planning, business and financial modeling, and.
• Manage teams advising clients on corporate strategy, long-term strategy development and execution, inorganic growth opportunities (M&A), and the development and execution… Show more
• Manage teams advising clients on corporate strategy, long-term strategy development and execution, inorganic growth opportunities (M&A), and the development and execution of strategic initiatives.
• Support C-suite decisions regarding growth and M&A opportunities, strategic direction, investment (prioritization, capital required, business impact), and the execution of growth initiatives. Show less

Charlotte, North Carolina Area

• Identified growth opportunities and strategic options for clients through market research and analysis, competitive intelligence, data-driven analysis, strategic planning, business plan development, financial modeling.
• Supported C-suite decisions regarding growth strategies, strategic initiatives, strategic direction, capital investment (prioritization, capital requirements, business impact), operations optimization, process… Show more
• Supported C-suite decisions regarding growth strategies, strategic initiatives, strategic direction, capital investment (prioritization, capital requirements, business impact), operations optimization, process.
• Advised companies through corporate transactions and drove the execution of M&A, carve-out, separation, and integration strategy, first 100-day post-close operations, and synergy opportunities of combined company.

Charlotte, North Carolina Area

• Led underwriting and due diligence for structured credit business ranging from $10-$400M, engaged in strategic capital management with clients, and supported management and monitoring of $7.1Bn loan book.
• Analyzed borrower financial, cashflow, and operating performance to assess credit worthiness and drive profitable lending through comprehensive financial modeling and analysis, scenario-driven cashflow forecasting.
• Led… Show more
• Led diligence procedures through analysis of business model, strategy, operations, market position, industry, and competitive landscape. Show less

Charlotte, North Carolina Area

• Supported sell-side transactions through financial and business modeling, financial analysis, diligence and CIM development, project management, targeting, bid assessment, transaction support, and deal execution.
• Developed valuation models, scenario-based financial and operational analysis, discounted cash flow analysis (DCF), comparable company analysis, and precedent transaction analysis to inform valuation range.

Davidson, NC

• Assisted in the development, design, and testing of a self-guided training tool used to expose new and prospective clients to the capabilities of iQ software as a part of client retention efforts and strategic sales.
• Led the initial testing and trouble shooting of the prototype XQ in-store marketing system as the main point of contact between the Vancouver, Regina, and Davidson offices.
• Addressed contract concerns and implementation issues of iQ clients in an… Show more
• Addressed contract concerns and implementation issues of iQ clients in an effort to convert 61 separate delinquent accounts into profitable relationships. Show less

Bachelor Of Science (B.S.), Finance, International Business, 3.91

Activities and Societies: Capstone Scholar Honors, Dean’s List [8 consecutive semesters], McKissick Scholarship, Sigma Chi Honors.

International Finance, 4.0

Relevant Coursework: International Finance, Corporate Finance, Eurozone Economics, German