Solutions To Meet Goals
Investment Banking and Operational Finance ExperienceSpecializing in M&A Advisory, Capital Raising, and Deal Diligence for Middle-Market Companies.
M&A Advisory
Our experience has taught us that successful deals result from a thoughtful, customized, and multi-faceted transaction process that maximizes value and financial consideration.
Capital Raising
Our experienced team can help with private investments and understands the nuances of the current regulatory environment. We will analyze your offering, perform due diligence, and complete required investor verifications.
Pre-Deal Consulting
Whether the goal is acquiring market share, distribution channel expansion, or diversifying revenue, the team at Jones Capital has the experience and insight to meet those strategic goals.
About Us
An independent M&A, valuation, transaction execution, and capital raising Company, with offices in Southern CA, providing financial and strategic advisory services for businesses engaged in mergers, capitalizations, valuation of assets/financial instruments, expert witness work, sell/buy-side advisory, corporate IR, and/or pre-deal diligence.
Typical deals range from $5-$100mm for asset based loans, A/R financings, cash flow based loans with mezzanine structures, preferred equity, and common equity. We can structure a deal that works to include acquisitions, growth capital, re-financings, and other situations. For debt capital, an equity component and current cash flow is typically required and for equity, a strong management track record.
We work in multiple industry verticals including, but not limited to, real estate, industrial water, infrastructure, ESG spaces (both transportation and power: bio/renewable diesel, electric vehicles/charging, technology-based monitoring and optimization in green spaces, and others), fintech, industrial asset and service based businesses, and technology. We provide teams that ensure strong project management and execution from bid stage to closing working with internal stakeholders, lenders, and attorneys to document the Transaction and ensure closing.
Meet Mike Jones
Mike Jones has 17 years of finance experience and has served in both corporate finance (Cash Flow/Balance Sheet Mgmt., FP&A, Treasury, IR, Commercial Agreement, External Tax/Audit partner), and Investment banking roles, with a lens toward strategic financial planning and execution across the capital structure. He is currently the Principal of Jones Capital partnering with corporate teams on transactions, and a Director at Numeric Solutions working on pre-deal diligence, expert witness written memoranda & reports, valuation opinions, and private equity sponsored interim financial mgmt. roles. Mike’s career rolls up a skill set of strategy consulting, banking, capital markets, and government/regulatory work.
Mr. Jones has experience in private placements and advisory engagements in the middle market. His tenure at Stifel included $35-$100mm debt/equity raises, as well as M&A for both public and private companies. Relationships with Investors stem from banking as well as a long tenure as a Research Analyst at Capstone, Imperial, Hapoalim, and FBR analyzing and creating cash flow models for financing purposes. Mike’s background and upbringing in Washington D.C., tenure at the University of Virginia, and experience in the U.S. Government as a Director at Capstone were instrumental in the formation of his due diligence and business strategy process. Mike started his career as an equity, commodity, and infrastructure analyst at FBR. Capital structure analysis at Imperial Capital and Accenture’s Strategy practice in San Francisco cemented the West Coast roll-up with technology and planning as two key cornerstones to the Jones Capital vision.
Our Core Principles
Communication
Reaching an agreement and Closing require “Getting to Yes.” Negotiation, or, as William H. Riker defines in the “Theory of Political Conditions,” the main activity of players, is not only to attract strategies, but partners. Based on game theory and political strategy, his answer was a minimum winning coalition. Every rational player gives up something, but they have optimized their cost/benefit outcomes through a series of interactions creating a Transaction.
Teamwork
Execution is best done in teams. Each complementary skill adds to the conception that “All Hands-on Deck” guide the ship. Goals may be created by visionaries, but collective execution and teamwork drive solutions, as well as the next vision, or shared goal.
Thought Leadership
Thought Leadership is a core principal of this Company as it shows the ability and willingness to grow. Historically, Thought Leadership or predicting trends, shepherding growth, and adapting to changing market conditions has been a key component of any successful organization in a growth or a change scenario.
Dependability / Integrity
Trust and Integrity. Seeing what is possible, is never perfect. However, trust and integrity define the difference between iterations of what is improbable/unprovable and achievable or perfectly possible with the right Communication, Teamwork, and Thought leadership to achieve goals and strategic outcomes.
Solid Consulting Backed With Financial Experience
Mike Jones is a solutions and goals-oriented financial advisor with access to strategic partners, helping your business navigate acquisitions, capital raising, and pre-deal due diligence.
