Please join us in welcoming Jacob Lee as Director of Business Development and Tom Lyons as Vice President of Transaction Services at CFOx!
Jacob brings a wealth of experience to the role, with a unique background as an operator and finance executive, M&A consultant, and salesperson. His ability to combine technical expertise with strategic thinking and execution makes him well positioned to lead and implement the firm’s business development strategies.
Before joining CFOx, Jacob was a Client Results Executive at a middle-market, private equity-backed technology company, managing and growing revenue for 15 of its top clients. He also served as the VP of Finance of a Healthcare IT company where his leadership and cross-functional collaboration contributed to the company’s growth and a successful majority investment exit to a middle-market private equity syndicate. During his tenure, revenue doubled, ARR quadrupled, and the company achieved a 13x Adj. EBITDA exit multiple.
Jacob began his career at PwC, with the last six years in PwC’s Deals practice, providing financial due diligence to both private equity and strategic clients in the U.S., Europe, and Asia on 60+ buy-side and sell-side deals ranging in value from $5M to $4.5B.
Jacob holds a dual B.A. in Economics and Management and Spanish Literature from Albion College.
We are thrilled to have him on board as we expand our business development efforts! If you would like to schedule a call with Jake, click HERE.
Tom Lyons is joining us as a Vice President within our Transaction Services group. Tom has over five years of experience in transaction advisory and assurance focused on the middle market. Previously, he served as a Supervisor in RSM’s transaction advisory practice.
Tom began his career in Chicago with RSM’s commercial assurance team before transitioning to transaction advisory in Denver. He will be responsible for managing and executing buy-side and sell-side financial due diligence (QoE) engagements for private equity funds, their portfolio companies, and strategic acquirers.
Tom is a graduate of Illinois Wesleyan University, where he earned his degree in accounting, and is a licensed CPA in Illinois. Tom is also actively involved with the Daniel Murphy Scholarship fund, serving as an Associate Board Member. Tom’s personal interests include golfing, skiing, and traveling. We are excited to have Tom on the team!
ABOUT CFOx
CFOx is an advisory firm that specializes in CFO and Transaction services. Our CFO Services group serves private equity-backed and founder-owned businesses that need additional capabilities to scale and improve visibility into their business. Our Transaction Services group serves lower middle-market private equity firms, founder-owned businesses, and investment professionals during the transaction process.
