Joseph Jacobson Email & Phone Number

Lansing, Michigan Area

Manage an investment firm that acquires, invests, and operates small and middle market companies. My responsibilities include managing the accounting / financial operations, technology, tax, insurance, M&A activity, due diligence, and raising financing for the portfolio companies and new opportunities. Current investments include:• NexGen Business and Payroll Solutions – Provides payroll processing, tax, and HR services.• Orion Industrial – Designs, manufactures and distributes synthetic ester-based lubricants.• NexGen Logistics – Provides logistics consulting, M&A services, financial and operating services.• OJK Holdings – Holds investments in the oil and gas drilling support services.

Managed the financial operations, customer bids, information technology, tax, employee benefits, and insurance operations of a 350 employee multi-state $75m automobile logistics company. Responsibilities include:• Treasury - Managed all treasury functions including cash, credit lines, vendor payments, lender compliance, and investments.• Audit - Managed the annual external financial audit process using our internal staff and presented the audit results to investors and the board of directors.• Employee Benefits - Designed and managed the company’s 35 state self-funded medical and dental insurance program. This included building the plan design, selecting the third-party administrator, selection of the stop loss insurance carriers, and determining the best provider network.• Financing - Developed and managed the capital financing sources for the purchase and replacement of the company’s trucking fleet and real estate.• Insurance - Administered the Property and Casualty Insurance program for the company’s assets including the truck fleet, employee workers compensation, and property. • Tax – Responsible for the filing of the business federal and state taxes including income, employment, fuel, use tax, and property for a 35-state operation. • Acquisitions – Handled the acquisition and financial due diligence of a strategic competitor that increased the total company size by 25%. This included the financing for the transaction and taking over the accounting and IT operations of the acquired business along with implementing synergies between the businesses to grow revenues and earnings.• Private Equity – Handled the sale of the $75m logistics business to a private equity firm including financial due diligence for the sale and ongoing management and reporting to the board and large institutional investors post-sale.