Jeffrey Pine is an advisory firm specializing in strategy, mergers & acquisitions, and execution
What We Do
Strategy
Go Confidently.
We help clients create sustainable strategies for profitable growth.
Jeffrey Pine supports strategy development with expertise rooted in data and facts, so when it’s time to execute, management has confidence in the path forward.
Mergers & Acquisitions
Speak with Numbers.
We help clients prepare for and execute strategic M&A opportunities.
Our deep financial and analytical capabilities uncover hard-to-find truths, concretely solve problems, and create a common language between organizations, investors, and boards.
Execution
Leadership, not Support.
We help clients implement strategy and execute critical transactions.
Jeffrey Pine can embed a Partner into leadership roles to translate strategy into execution. Partners are experienced growth-stage company leaders.
Our Services
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Growth strategy for new products and markets
Strategic reviews to assess organizational choices
Long-range strategic planning
Financial modeling, planning, and analysis
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Sell-side M&A advisory
Buy-side M&A advisory
Fundraising to finance growth plans
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Fractional leadership
Who We Serve
We serve small and mid-sized 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.
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.
Our Approach
We tailor every engagement to our clients’ specific needs.
Strategy
1. Identify Opportunities for Growth
We use a research-driven methodology to identify, value, and compare strategic choices.
2. Determine Capital Needs
We support the strategy formulation process with detailed financial modeling to determine precisely what’s needed to fund growth.
3. Finance Growth
Our deep knowledge of the business, its strategy, and its people help us match the company to the right financing partner when needed.
4. Translate Strategy into Execution
We take a hands-on role in translating strategy into practical execution. We become part of the team with responsibilities for driving successful outcomes.
Mergers & Acquisitions
1. Prepare Company for Market
We extensively prepare management teams to go to market, understanding that a sale process may be unfamiliar. We support the team with thoughtful, well-researched marketing materials including a CIM, financial model, and management presentation.
2. Identify Prospective Buyers
We identify financial and strategic buyers who will meet our clients’ criteria.
3. Run Competitive Process
We run a tightly managed process designed to help clients realize desired structure, terms, and value.
4. Close
We support negotiations to ensure transparency and an efficient close.
The Impact We Make for Our Clients
“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
“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. Additionally, their care for our culture relative to fit with prospective financial partners ensured comfort during the process and confidence in the outcome.”
— Beth Nelson, CEO, 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, Chairman, Blue Ocean Acquisition Corp.
“We worked with Matt Lasov at 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. Matt and his team at 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 32 years of operating, investing and transaction experience. He is a Managing Partner and co-founder of K Street Capital, a leading venture capital platform for early-stage technology companies. Most recently, 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 mostly 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 software and services. Rich also serves on the Board of Directors of AlphaSense, a privately held AI-powered market intelligence platform that was recently valued at $4bn and named to the CNBC Disruptor 50. 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.
PARTNER
Learn More
News
Jeffrey Pine Consulting Advises Plus Delta Partners in its Transaction with Northlane Capital Partners
January 27, 2025
San Diego, California
Jeffrey Pine Consulting (JPC) served as the exclusive transaction advisor to Plus Delta Partners (PDP), securing investment from Northlane Capital Partners (NCP). PDP is a leading provider of specialized fundraising training and tools designed to enable higher education institutions, healthcare organizations, and other nonprofits to maximize donor contributions. The transaction was completed in January 2025, following a highly competitive process.
“Working with Jeffrey Pine Consulting proved exceptionally valuable for us,” said Guy Hart, Founder of PDP. “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.”
Beth Nelson, CEO of PDP added, “JPC took on the full burden of the process so we could focus on running the day-to-day of our business while also realizing the optimal benefits of the transaction. Additionally, their care for our culture relative to fit with prospective financial partners ensured comfort during the process and confidence in the outcome.”
Matt Lasov, Partner at Jeffrey Pine Consulting added, “We’ve supported PDP’s growth over the years across strategy, operations, and corporate finance, culminating in this milestone. We feel strongly that we are part of the PDP family and could not be more thrilled for its management in achieving this exceptional result with NCP.”
Richard Leggett, Partner at Jeffrey Pine Consulting said, “This deal underscores our commitment to delivering exceptional results for our clients, and we are confident that NCP is the ideal partner to help PDP enhance its services, expand its reach, and deliver even greater value to the organizations its serves.”
About Jeffrey Pine Consulting
Jeffrey Pine Consulting is a boutique advisory firm that provides strategy and corporate finance services to small and mid-sized organizations.
For more information, please contact:
Matt Lasov, Partner, Jeffrey Pine Consulting
mlasov@jeffreypineconsulting.com
Richard Leggett, Partner, Jeffrey Pine Consulting
rleggett@jeffreypineconsulting.com