Investment Bankers to the Middle Market
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Executive Profile

Jassel Lizardi

Jassel Lizardi

CFA Los Angeles

Jassel’s career in the financial sector started in New York with Goldman Sachs, & Co., Merrill Lynch and Trust Company of the West. Later she served as a Director in the Merchant Banking Division of Opus Bank and Opus Financial Partners. She was responsible for a range of activities from deal sourcing and evaluating investment opportunities, due diligence, preparation of investment memorandums and helping portfolio companies with their strategic and operating issues. These engagements included private financings, M&A assignments, and valuation studies for middle market companies in a diverse range of industries. She holds FINRA series 79 and 63 licenses.