Corporate Finance

Ridgeline Partners
Merrill Lynch
Montgomery Securities
Millenium Capital Partners

Jeff has nearly 30 years of corporate finance, private equity, M&A, investment banking, CFO, business development, and entrepreneurial executive management experience. Jeff has been involved in over 50 closed corporate finance transactions with an aggregate value exceeding $10B. He currently serves as Managing Partner of Ridgeline Partners, a merchant banking firm that assists emerging growth companies with corporate finance, CFO, strategy, and business development activities.

Jeff worked in investment banking, corporate finance, and M&A for Merrill Lynch in New York (1994-1997); Montgomery Securities in San Francisco (1997-2000); Roth Capital Partners in Newport Beach (2000-2002); and Millennium Capital Partners, a Greater-China focused merchant banking firm, in Beverly Hills, CA (2002-2006). He also served as a founder and executive with an Internet 1.0 B2C technology start-up that provided a platform for artists and entertainers to distribute their user-generated content online and mobile prior to the dot com crash (2000).

Prior to business school, Jeff spent five years in forensic accounting and litigation support as a Manager with Peterson Consulting (1988-1993) where he assisted on legal cases involving lost profits, construction cost overruns, utility rate cases, Ponzi schemes, savings & loan fraud, and others.

Jeff graduated with honors with an MBA from UCLA Anderson (1995) and a BBA from the University of San Diego (1988), and is a Past President of UCLA Anderson’s Orange County Alumni Network. Jeff was a starting midfielder for the University of San Diego’s Division 1A men’s soccer team that led the nation with a 19-4-1 record, and a starting forward for the San Francisco Scots, a semi-professional soccer team in San Francisco. Jeff was born in Honolulu, HI, grew up in San Jose, CA, currently resides in Marin County, CA, and is active in several community service organizations.