Strategy, Finance, and M&A Advisors
One trusted partner for founder- and family-owned businesses throughout the business lifecycle.
Our team members have led companies as CEOs and CFOs, and backed 80+ private businesses as investors.With backgrounds at firms like Goldman Sachs, Slalom, Blackstone, and NBCUniversal—we bring both financial acumen and operating experience to every client.
What We Do
At Jeffrey Pine, we’re more than advisors—we’re practitioners. We work end-to-end with founder- and family-owned businesses, delivering proven expertise with continuity across the business lifecycle.
Strategy & Operations
Go Confidently.
We partner with growth-minded leaders to create sustainable strategies for profitable growth.
Jeffrey Pine drives strategy development with insights rooted in data and facts, so when it’s time to execute, management has confidence in the path forward.
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Growth strategy for new products and markets
Strategic reviews to assess organizational choices
Long-range strategic planning
Go-to-market strategy
Optimization of operating models and workflows
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Building a Strategic Growth Plan for a Founder-Led Firm
A founder-led firm partnered with Jeffrey Pine Consulting to take a holistic look at their business and design an actionable plan for growth. Together, we identified quick operational wins and longer-term strategic priorities, enabling leadership to move forward with focus and momentum.
Corporate Finance
Financial Clarity, Built on Facts.
We bring financial and analytical rigor to solve problems, surface opportunities for growth and cost savings, and guide forward planning and capital allocation.
From unit economics to retention and sales analysis, our work provides actionable insights that help leaders make sound decisions.
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Financial modeling, planning, and analysis
Strategic CFO services
Unit economics analysis
Customer retention analysis
Sales effectiveness analysis
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Building finance, operations, and deal capabilities for a growth-focused healthcare company
Jeffrey Pine served as a strategic partner and trusted advisor to a healthcare services company across a number of critical functions including finance, operations, and transaction advisory. The JPC team led strategic finance efforts ranging from monthly reporting and analysis, to in-depth unit economic analysis, to leading the company’s strategic planning. Operationally, JPC supported initiatives around organizational design, career mapping and developing the next generation operating model. JPC also helped establish a new financing company, leading all aspects of due diligence, structuring, and underwriting for financing opportunities.
M&A Advisory
Speak with Numbers.
We help clients prepare for and execute strategic M&A opportunities.
From complex mergers, to strategic tuck-ins, to extraordinary liquidity events, we apply our deep transaction expertise to lead our clients through the entire process to achieve desired outcomes.
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Sell-side M&A advisory
Buy-side M&A advisory
Fundraising to finance growth plans
Company valuation
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Guiding a Founder-Led Firm Through a Smooth Sale
A founder-owned company partnered with Jeffrey Pine to navigate the complexities of an M&A transaction. With hands-on guidance, personalized service, and rigorous attention to detail, we delivered a smooth process and an outcome that aligned perfectly with their objectives.
“Jeffrey Pine took on the full burden of our process so we could focus on running the day-to-day of our business while also realizing the optimal benefits of the transaction.”
Beth Nelson, CEO, Plus Delta Partners
Who We Serve
We serve small and mid-sized founder and family-owned organizations that are traditionally underserved by consultants and advisors.
Whether a client is a growth-stage company seeking to create a lasting strategy or a mature company ready for a transformation or a sale, we treat our clients’ businesses like they are our own— because we’ve built, financed, and led companies ourselves.
Any engagement is underpinned by uncompromising integrity, close collaboration with leadership, and creativity in finding the right, tailored solutions.
We are long-term partners who work with clients across their lifecycle from strategy formulation and development, to execution, to achieve quantifiable results.
Why We’re Different
Continuity Across the Business Lifecycle
Businesses evolve, and so do their needs. Jeffrey Pine offers one consistent team that knows the business inside and out. We don’t appear for a single project and move on; we grow alongside founder- and family-owned businesses across their lifecycle.
Deep Expertise as Operators, Investors, and Business Owners
Our team has sat on every side of the table. We’ve been CEOs, CFOs, and investors in 80+ private companies. We’ve raised capital for growth-stage companies, and led multimillion-dollar mergers across continents. With backgrounds at firms like Goldman Sachs, Slalom, Blackstone, and NBCUniversal—and as operators of businesses ourselves—we bring both financial acumen and operating experience to every engagement.
Exclusive Focus on Founder- and Family-Owned Businesses
Jeffrey Pine works exclusively with founder- and family-owned businesses. That focus provides a unique insight into the distinctive challenges and opportunities that define this segment of the market.
Our Impact
“Working with Jeffrey Pine Consulting proved exceptionally valuable for us. We needed a partner who understood the unique challenges and opportunities presented by our business model and had the expertise to help us navigate the complexities of an M&A transaction. JPC brought that and more to the table.
What truly sets JPC apart is their differentiated approach. As a boutique firm, they offered us a level of personalized service and hands-on guidance that larger firms simply can’t match. They treated our deal with the care and focus it deserved, and their responsiveness was second to none. Their attention to detail throughout the entire process—whether it was preparing for due diligence, managing negotiations, or structuring the deal—was outstanding. No question went unanswered. The result was a smooth, efficient transaction that aligned perfectly with our objectives.”
— Guy Hart, Founder, Plus Delta Partners
“We’ve worked with Matt and Rich at Jeffrey Pine Consulting through multiple stages of our business growth. Initially engaging JPC to optimize our operating model and financial management systems, we subsequently shifted to a comprehensive business valuation process grounded in a sophisticated valuation methodology and an in-depth understanding of our business. Their thorough analysis of our business and value proposition, industry relationships, skilled development of a highly detailed and compelling CIM, and well-defined process gave us complete confidence that our trust-based collaboration would yield the best outcome. They worked at our pace and allowed us sufficient time to run the business while working through the process.”
— Founder, Mid-market Professional Services Firm
“Rich and Matt navigated a complex, multinational transaction that resulted in the U.S. public listing of a rising Asian digital media company. They helped identify a viable merger target, and worked 24/7 across two continents to get the transaction completed on a demanding timeline.”
— Marcus Brauchli, Managing Partner, North Base Media
“We worked with Jeffery Pine Consulting to first take a holistic look at our business and then work with us to develop specific, actionable next steps our team could implement. Jeffery Pine developed a roadmap of initiatives to accelerate our growth and optimize our operations. Initiatives were carefully researched and prioritized resulting in a handful of practical, quick wins in combination with the long-term strategy we are pursuing today. In fact, we have named Matt as an Advisor to Lancer Group and he continues to be a trusted advisor to our firm.”
— Scott Dunklee, CEO, The Lancer Group
Our Leadership
Matt Lasov
Matt is an experienced advisor who develops, finances, and executes strategies for profitable growth. He has led dozens of engagements for both private and public companies. Most recently, Matt served as CFO of Blue Ocean Acquisition Corp (Nasdaq: BOCN), a special purpose acquisition company focused on acquiring media and technology companies outside of the United States. Prior, he led the Strategy practice for Slalom Consulting in Southern California, and the strategy consulting business for Frontier Strategy Group, now part of FiscalNote (Nasdaq: NOTE), globally.
Matt helped lead the $275m merger between Blue Ocean Acquisition Corp and TNL Mediagene, a digital media company, ultimately listing the joint company on Nasdaq. Prior, he advised on the merger of TNL, the leading Taiwanese digital media company, with Mediagene, the leading Japanese digital media company. Matt led growth strategy and fundraising for private companies including a growth equity financing for an EdTech company, a debt financing for a Fintech company, and a venture financing for a HealthTech company.
He has designed M&A playbooks for public and private companies where he also led post-merger integration planning designed to quickly unlock synergies following transactions.
Matt is a sought-after thought leader who has contributed to the Financial Times, WSJ, NYTimes, BBC Radio, CNBC, MarketWatch, and CNN.
PARTNER
Richard Leggett
Rich is an accomplished global executive with over 34 years of operating, investing and transaction experience. He is a 4-time CEO with three successful exits, a former Managing Director in the Technology practice at Goldman Sachs, a founding member, active early stage investor and Executive Committee member of K Street Capital, an investment partner for the Bankers Helping Bankers fintech venture fund, and a Board member of AlphaSense.
Prior to co-founding Jeffrey Pine Consulting, Rich served as the CEO of Blue Ocean Acquisition Corp (Nasdaq: BOCN), a special purpose acquisition company focused on acquiring media and technology companies outside of the United States. Rich helped lead the $275m merger between Blue Ocean Acquisition Corp and TNL Mediagene, a digital media company as well as advised on the merger of TNL, the leading Taiwanese digital media company, with Mediagene, the leading Japanese digital media company.
From 2005 through 2022, Rich served as CEO of three PE-backed information services companies where he made several acquisitions and led two companies through successful exits and subsequent IPOs. Prior to his CEO roles, Rich spent 17 years in the Financial Services industry and was most recently a Managing Director at Goldman Sachs in the Technology practice in both equity research (in London) and investment banking (in New York), where he focused on covering and advising software and services companies. He started his career in management consulting at Andersen Consulting (now Accenture).
Since 2011, Rich has also served on the Board of Directors of AlphaSense, a privately held AI-powered market intelligence platform that was recently valued at $5bn and named #8 on the CNBC Disruptor 50 in 2025. In 2012, Rich helped start K Street Capital, an early-stage venture platform based in Washington, D.C. He has served on the Executive Committee since inception and has made numerous investments in early-stage companies. Since 2022, Rich has served as an investment partner for the Bankers Helping Bankers fintech venture fund.
He is a frequent guest lecturer at the University of Maryland’s Smith School of Business, where he is also a member of the Advisory Council for the Masters in Management program. Rich graduated from Georgetown University in 1990 with a BS in Business Administration.
PARTNER
Ashwin Parupalli
Ashwin is an experienced professional with a diverse background as an investor and operator across growth stage companies, private equity firms, and major multinationals. He began his career at The Blackstone Group and NBCUniversal and most recently, was part of the founding team at Blue Ocean Acquisition Corp. a special purpose acquisition company focused on acquiring media and technology companies outside of the United States.
As an operator, Ashwin co-founded Dropverse, a location-based technology company, leading operations, finance, and product development through multiple rounds of funding up until a successful acquisition by a strategic partner. He has also led FP&A and financial planning turnarounds for portfolio companies including a Series D technology startup and a $100M digital content studio business. As an investor, he has led over $1.2B in early- and growth- stage investments at private equity firms and M&A transactions at Fortune 500 companies.
He holds bachelor’s degrees in finance and accounting from the University of Illinois Urbana–Champaign and an MBA from Harvard Business School.
PRINCIPAL
David Greenberg
David Greenberg is an experienced professional across consulting, venture capital, government, startups, and fintech. Most recently, David worked at the General Catalyst Institute, collaborating with portfolio companies and governments on initiatives in AI, digital assets, healthcare, defense, manufacturing, and energy. He previously interned at the U.S. Treasury Department and spent two summers at C5 Capital, a London-based venture firm focused on cybersecurity, defense, and healthcare. David also has experience at two technology companies, one in AI radiology and another in fintech, where he supported strategy and business development.
He holds a Master's in Business Management from the University of Maryland, where he also earned his undergraduate degree in Information Science.
Our Work
Strategy & Operations
Strategy & Operations
Growth strategy for a non-profit services company
Strategy & Operations
Growth strategy for a professional development company
Strategy & Operations
Strategic planning for a waste management services company
Organizational design and career mapping for a healthcare services company
Strategy & Operations
Strategy & Operations
Go-to-market strategy for an executive search firm
Corporate Finance
Strategic CFO services for a healthcare services company
Corporate Finance
Valuation and unit economics analysis for a digital agency
Corporate Finance
Valuation for a non-profit services company
Corporate Finance
Unit economics and sales effectiveness analysis for a fintech company
Corporate Finance
Corporate Finance
Long-range financial modeling for a professional development company
M&A Advisory
M&A Advisory
Exclusive advisor to Plus Delta Partners in its sale to Northlane Capital Partners
M&A Advisory
Advised on merger between digital media companies in Japan and Taiwan
M&A Advisory
Advised on merger between Blue Ocean Acquisition Corp (nasdaq: BOCN) and TNL Mediagene
M&A Advisory
Exclusive advisor to private credit business on its ongoing growth financings of medical practices
M&A Advisory
Exclusive advisor to a family office on its private equity investments
Learn More
We work with founder- and family-owned businesses at every stage. Share a few details and we’ll follow up personally.