Jennifer Mailhes


  • Certified Public Accountant (CPA)
  • FINRA Series 24, 28, 63, 79, 82 & 99 Licensed


  • Construction & Real Estate
  • Consumer Products
  • Logistics & Distribution
  • Manufacturing
  • Professional Services

Jennifer brings more than 20 years’ experience in guiding business owners through all facets of investment banking, including in areas such as strategic growth, mergers and acquisitions, due diligence and more.

Throughout her career, Jennifer has provided business advisory services to help clients achieve their strategic or exit goals, from building business value to developing growth strategies and identifying exit planning opportunities. Leveraging her experience as both a CPA and licensed investment banker, she brings a holistic approach to working with her clients, from pre-transaction planning to guiding them throughout each phase of the overall transaction cycle. Her transaction experience spans across several industries, with a specialized focus on mid-sized, privately held and family-owned businesses.

Whether identifying and building value drivers, advising on deal structures or handling negotiations, Jennifer is equipped with the knowledge and experience to ensure clients reach the ultimate goal of successfully transitioning out of their business at maximum value.

What drives me is helping clients achieve their business and personal success. I enjoy working with my clients to build and grow their businesses by assisting them in using their financial information as a decision-making tool, as well as supporting them in saving taxes, fostering banking relationships and eventually guiding them through the biggest, most important, and often stressful transaction of their lives when they are ready to exit or transition.
Jennifer Mailhes - Managing Director
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