Jon's Bio
Jon’s background includes 20 years of investment banking, restructuring, and hedge fund portfolio management. At Woodside Capital Partners his focus is capital structure advisory, debt and equity capital raise, special situations M&A, and restructuring.
Prior to joining Woodside Capital Partners, Jon was a Senior Portfolio Manager at Ziegler Lotsoff Capital, a boutique asset management firm in Chicago, where he managed a credit opportunities hedge fund. Prior to Ziegler Lotsoff, he co-founded a high yield and distressed hedge fund, Simran Capital, where he was also a Senior Portfolio Manager. Jon published high yield and distressed debt research while he was at sell side broker firms Advest and RW Pressprich. He was also a restructuring advisor for Crossroads LLC, where he advised debtors and creditors on restructurings both in an out of bankruptcy. He began his career as an investment banker with JP Morgan Chase, where he focused on M&A, high yield new issues, and loan syndication. While at JP Morgan he held positions in New York, Hong Kong, and Thailand.
Jon received a BS in Finance and International Business from Babson College.
Jon is on the Board of Directors of the San Jose Institute of Contemporary Art. Previously he was Associate Board Vice Chair for Open Books, a literacy organization in Chicago.
Financial Sponsors
WCP has developed a diverse group of financial sponsor relationships globally. Our financial sponsor partners value our expertise and access to the unique high quality investment and M&A transactions we advise.
If you are a financial sponsor and would like to learn more about our firm, please click here to contact Jon.
Special Situations
Often companies may find themselves in a special situation where their valuation in the marketplace and access to capital is driven by outside factors rather than their true growth potential. Our team has decades of experience unlocking the opportunity for companies facing a financial or operational crossroads. We assist our clients on recapitalizations, restructurings, management buyouts, turnarounds, entrepreneur transitions, venture capital secondary directs, and third-party valuation for stakeholders. Our team’s global network of special situations and distressed investors gives our clients access to capital sources that understand the challenges and opportunities regarding special situations.
If you have a special situation and would like to learn more about our firm, please click here to contact Jon.
Jon's Focus
Special Situations
Jon’s Thought Leadership
