Jon brings decades of private equity and consulting experience to help iMCI portfolio companies reach their full exit potential.
As Senior Vice President and Director of Portfolio Management, Jon manages a team that supports a wide range of pre- and post-investment services for the iMCI equity investment portfolio. Pre-investment services include underwriting and diligence. Post-investment services principally include portfolio accounting, investment valuation, and portfolio company management. Portfolio company management activities focus on evaluating company performance versus expectations, corporate governance through board seats and board observer positions and advising CEOs and founders on strategic direction, risk management, and optimizing investor value.
As a CPA and graduate of the University of North Texas with a Bachelor’s degree in Business Administration, Jon brings more than three decades of experience in both private equity and corporate environments. Jon most recently was Vice President of Solutions and Consulting for Conduent, providing consulting solutions and guidance to global companies. Jon also spent 13 years with Fidelity Investments in a number of private equity, consulting, and financial management roles including Vice President of Finance for Fidelity’s affiliated $6 billion private investment fund, Devonshire Investors. Jon has also held corporate leadership roles in finance with KPMG and has been involved in consulting engagements with companies such as for Michelin, Etihad Airlines, Cisco, BP and Citigroup.