Meet The TeamCOO and Partner - Boston
Jon is a founding partner and Chief Operating Officer at AGC Partners, which he helped found in 2003. He has completed over 100 transactions in his 20+ years as an Investment Banker. He specializes in Enterprise Application Layer SaaS and Tech-Enabled Services businesses. In his role as COO, he works on developing and implementing the firm’s financial, operational, and business development strategies. Prior to joining AGC, Jon worked in SG Cowen’s Mergers and Acquisitions Group.
He received a B.A. with honors from Colgate University.
Jon and his team's experience were invaluable in helping us navigate such a high stakes transaction. For a private VC-backed company like Mnubo, getting acquired by a NASDAQ giant was quite an intimidating endeavour. Throughout the 2-month intense process, Jon was always a few steps ahead of the game, advising the founding team on how to prepare and achieve the best outcome for all parties. It was the second time I deal with AGC for M&A transactions and would not hesitate to get them on board a third time!
Jon, Doug, and the greater AGC team were exceptional partners to Thought Industries. We are very grateful for their invaluable advice, quick action and 'always-on' approach. They take a very complicated process and manage it with incredible precision and professionalism. It was a pleasure to have them as part of our extended team and I would whole-heartedly recommend them.
Jon and the AGC team did a great job of understanding the Criteria story and identifying the decision makers at the financial partners whose goals and philosophy were well aligned with ours. AGC was instrumental in helping us navigate this process, selecting Sumeru Equity Partners, negotiating terms, and ultimately bringing us to our successful closing.
AGC's expertise was invaluable in helping us navigate strong investor interest and connect with a great investment partner to help us achieve our goals and vision. Their team was always accessible, learned our business and helped us populate a well-ordered data room that streamlined the diligence process. As a result, ActivTrak secured one of the biggest funding rounds in Austin this year – in one of the hottest growth markets in software. This was a true testament to Jon and Doug's deep experience, strong network and unwavering commitment to client success.
Doug, Jon, and the AGC team delivered for Luminate and Comply365. Their expertise and know-how were invaluable in creating a market for the Company, and helping us select the best path forward. AGC served as our trusted advisor every step of the way, where their deep experience, strong network and unparalleled commitment led to this successful transaction which is a win for both Luminate and management.