Jon Bushnell

My Career Highlights

Building long standing referral relationships with wealth management and other professional services firms
Two decades of Investment Banking Experience
BA from The College of the Holy Cross

My Personal Interests

Spending time with my wife and following our 3 children to sporting events
Playing ice hockey, golf and skiing
Fly fishing or chasing bill fish offshore

My Expertise

I am an M&A advisory professional focused on serving middle-market business owners, shareholders, and wealth management professionals in connection with mergers and acquisitions, ownership transitions, recapitalizations, and other strategic corporate finance transactions. I work closely with entrepreneurs and their advisory teams to evaluate strategic alternatives, position businesses for market, and execute transactions designed to maximize shareholder value. My experience includes sell-side M&A engagements, succession and ownership transition planning, capital raises, and strategic advisory assignments across a range of industries within the middle market.

My Bio

Jon Bushnell is an experienced transaction advisor who works closely with wealth managers and their business-owner clients on exit planning, liquidity events, and other significant corporate finance transactions. Jon has advised privately held companies, entrepreneurs, and stakeholders through complex strategic and financial decisions, including business sales, recapitalizations, succession planning initiatives, and capital raises.

Jon is particularly focused on helping wealth advisors deliver sophisticated transaction guidance to closely held business owners as they evaluate their client’s personal/family liquidity objectives, legacy considerations, and long-term wealth planning implications. He brings a practical, relationship-driven approach to navigating the intersection of investment banking, business transition planning, and owner advisory services.

Throughout his career, Jon has worked across a variety of industries, supporting clients through critical inflection points requiring sophisticated financial analysis, stakeholder coordination, and disciplined execution. Jon regularly collaborates with legal, tax, and advisory professionals to help clients navigate transaction complexity and optimize outcomes in dynamic market environments.

Jon Bushnell

We All Have Different Chapters That Get Bounded Together to Create a Unique Story.

My Career Highlights

My Personal Interests

My Expertise