Comvest’s organization is led by a team of experienced professionals that draw from backgrounds in finance, consulting, executive leadership, business development, marketing, and operations.
Jake works closely with executives at Comvest’s portfolio companies to ensure timely execution of Comvest’s business planning and strategic initiatives and works collaboratively with Comvest on certain operational due diligence activities. Prior to joining OAG, Jake was a Project Leader at The Boston Consulting Group (BCG), where he focused on consumer goods and services as well as large-scale transformations. Prior to BCG, Jake held strategy, operations, and business development roles at United Technologies (now Raytheon Technologies).
Jake earned bachelor’s degrees in Finance and Applied Mathematics from the University of Connecticut, and an M.B.A. from the Darden School of Business at the University of Virginia, where he was a Jefferson Fellow.
*Employees of Operating Advisors Group, L.L.C. (“OAG”), a consulting firm owned by its employees and engaged to work on matters for Comvest. For further information, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
*Executive Partners may have business or investment activities unrelated to Comvest. For further information regarding the relationship between Comvest Partners and Executive Partners, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
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