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Jason Roseberry

Consulting services: debt & equity, M&A, buyouts, succession plans & more. #mergersandacquisitions #recapitalizations

Jason Roseberry is currently pursuing a doctorate in business with a focus on M&A and finance, drawing on over a decade of experience in investment banking, private equity, consulting, and commercial finance.

He is dedicated to helping companies and shareholders achieve strategic objectives, including growth equity raises, recapitalizations, management buyouts, acquisitions, succession planning, and shareholder liquidity events.

Jason is passionate about education and enjoys teaching and mentoring young individuals to contribute to the community's growth and elevate lives through collaboration and shared goals.

His specialties include Mergers & Acquisitions (M&A), recapitalizations, management buyouts, capital raising, succession planning, growth capital, financial analysis, strategic planning, and creative deal-making.

Jason holds an MBA with a focus on finance, strategy, and management, a DBA in finance, and has completed specialized courses in business and financial modeling from reputable institutions.

He has held various roles in organizations such as Managing Partner at Pin Oak Company, Vice President at Castle Crow & Company, Director at Trivest Partners, and Adjunct Instructor at Harrison College, among others.

Formerly, Jason has contributed significantly to organizations such as Infinite Chance, Oak Street Funding, Oberon Securities, and various academic and coaching positions.

Jason Roseberry
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Location

Carmel, Indiana, United States