Jeff is an associate director in the valuation and financial risk management practice with Navigant Capital Advisors, Navigant's dedicated corporate finance business unit. He has more than 25 years financial services consulting and corporate experience and extensive experience working with financial service firms in a variety of capital markets, merger and acquisition, valuation, and strategic advisory assignments.
In a financial services consulting capacity, Jeff has worked with hundreds of mortgage companies, banks, thrifts, and finance companies, in providing corporate finance and valuation assistance. He has assisted in over 55 mergers and acquisitions in various capacities, assisted in the formation of a de novo internet bank, developed management reporting systems, provided sell-side advisory, and completed various entity valuations for the sale of company, tax and regulatory implications, and accounting issues.
Jeff’s industry experience includes P&L responsibility at a large national residential mortgage lender as well as an original co-founder of two middle market mortgage lenders in which he assisted in building profitable companies with a national footprint in both the prime and subprime sectors. He managed all facets of the companies including production, strategy, servicing, acquisitions, underwriting, loan file review (quality control), financial, technology, compliance, processing, closing, shipping, and warehouse facility relationships. He also completed the acquisition and integration of multiple companies.
The following likewise details Jeff expertise via his recent relevant experience in the industry.