Influence Board

Jeffrey Schottler

Managing Director

Britehorn Partners

$375

Requested Donation

Jeffrey's Summary

28 -year finance and transaction leader with a proven track record advising clients through capital formation and M&A transactions. Additional experience in management consulting and strategic advisory including teaching C-level executives how to make better strategic and operational decisions, financial planning and analysis (FP&A), financial modeling, due diligence, valuation analysis. I bring high quality, professional corporate finance advisory services to the lower middle market where companies are often the most neglected by investment banking professionals. • VC, PE, debt, family office capital for emerging growth, technology based companies across the United States • M&A advisory services for lower middle market, privately held companies • Transaction size range from $5 - $50 million. • Closed over $150 million of institutional equity and debt capital for early and expansion stage companies. Aggregate career deal experience over $500 million. Notable recent accomplishments: • Advised a California based FinTech company on a multi-million-dollar seed round. • Sourced and closed $5 million of venture debt as part of a $10 million growth capital financing for a rapidly growing internet marketing and services company. • Co-managed a $5 million VC financing for an Internet of Things (IoT) company • Lead deal maker on a $10mm Series B institutional financing for an early stage, sustainable technology company. • Co-managed a $10 million mezzanine debt capital raise for acquisition financing of an aerospace software company. • Managed the origination and closing of a strategic acquisition projected to deliver $100 million of incremental revenue over project period. • Co-managed a $10mm mezzanine debt capital raise to support the acquisition of a medical device company.

About Jeffrey

  • Span of Control

    The number of people reporting to them

    Oct-49

  • Industry

    Financial services

  • Size of Company

    In terms of revenue

    $10 - $49 Million

  • Employees of Company

    The number of people working for this company

    11-100

  • Business Function

    Investing

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