Investment Bankers to the Middle Market

Executive Profile

Jay Carter

Jay Carter

CFA San Diego

Jay has represented privately held businesses and their owners in all phases of their business life cycle, from startup and acquiring early-stage venture capital investment, through the successful sale or recapitalization of the business. He understands the often conflicting objectives between business owners and the capital markets, and is fluent in the languages of each. For more than 30 years, Jay has helped clients across a wide range of industries realize their visions of commercial success and create legacies of lifetime significance.

Jay is a 1983 graduate of the University of Colorado, Boulder, with a B.S. in finance and holds FINRA series 7, 24, 28 and 63 securities licenses. He is a frequent speaker and subject matter expert on the topics of capital markets, mergers and acquisitions, business valuation and exit planning.