Diligence Ready? Expert Advice For Your Private Equity Exit or Investment

Jordan manages all aspects of the origination process for both platform and bolt-on acquisitions, including sourcing, relationship management and partnership identification. With over eight years of origination experience, Jordan brings rigor to the origination process, including a track record of successful acquisitions, investments and fundraises for leading private investment firms and investment banks across the U.S.

Prior to joining GenNx360, Jordan served as Director of Business Development for Live Chair, Inc., a Venture Capital-funded start up. Prior to Live Chair, Jordan was Senior Vice President, Investments at Nightingale Partners LLC, a private investment vehicle and Opportunity Zone Fund. Before Nightingale Partners, Jordan was an investment professional in Cleveland, OH, with Growth Opportunity Partners and Cyprium Investment Partners and an investment banker with Wells Fargo Securities and Greif & Co. in LA.

Joe is a Vice President in Intrepid’s Healthcare practice with extensive experience advising entrepreneur-held and institutionally-backed businesses through a range of sell-side and capital raise transactions with private equity, strategic and alternative investors. He focuses on a broad range of single and multi-site healthcare service sectors including physician practice management, retail healthcare, behavioral health, healthcare staffing, post-acute care, pharmacy and health plans.

Prior to joining Intrepid in 2019, Joe worked at Provident Healthcare Partners, an M&A advisory firm focused on sell-side mandates, where he most recently oversaw the firm’s Los Angeles office.

Joe is an avid learner and enjoys embracing new cultures and experiences through music, food, books, and travel.

Investment banking services offered by Intrepid Investment Bankers LLC, a subsidiary of MUFG, a global financial institution. Member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

Will Webster is a CPA with 10+ years consulting with business owners on accounting, choice of entity, flowthrough and partnership taxation, corporate taxation, multi-state tax and apportionment, assurance and real estate. He also brings 8 years of working with startups and growth stage tech companies in driving revenue growth and building lasting client relationships.

Will started his career working with small business owners on month-end close, tax planning and compliance as well as cash to accrual conversions for audit and debt covenant purposes.

At Ernst & Young, Will managed real estate compliance engagements for multi-national Private Equity funds. As a manager he oversaw a cross-border delivery tea team of 50+ and was responsible for interpreting Limited Partnership Agreements, calculating waterfall distributions, and REIT testing. Notable clients include Digital Realty, CBRE and Colliers International.

In 2017 Mr. Webster joined a seed stage FinTech tax startup as their first BD hire and scaled growth from pre-revenue to over $1M in sales.

While at PitchBook data Will worked closely with investors to craft proprietary deal sourcing strategies and consulted with investor relations teams to develop unique and creative fundraising strategies. Mr. Webster worked closely with investment bankers to improve valuation processes and CIM generation. He collaborated with founders and C-suite executives on capital raises from $100k to $100M.

At Escalon Will works with business owners and founders to improve month-end close and financial reporting process to ensure compliance with GAAP ahead of an exit. He also works with private equity deal teams to help integrate new acquisitions into their existing Private Equity portfolio.