J.B. has more than two decades of investment banking and corporate finance experience. He has successfully managed numerous middle-market merger and acquisition transactions, debt and equity private placements, troubled company restructurings, and complex business valuations.
Previously, J.B. enjoyed an extended career with Exxon Corporation, holding a variety of management positions in finance, marketing, and operations.
He is Past Chairman of the Association for Corporate Growth (ACG), a global organization of over 14,500 middle-market dealmakers and business leaders. He has served as Chairman of the Texas ACG Capital Connection, one of the largest private equity conferences in the United States, and has chaired the ACG Political Action Committee.
A graduate of the U.S. Military Academy at West Point, J.B. holds an M.B.A. from Marymount University. He is a frequent lecturer on merger and acquisition issues and is licensed with FINRA as a General Securities Representative and General Securities Principal. Fluent in Spanish, J.B. has strong family ties to Latin America.