JD Geneser, CPA
Senior Partner
Areas of Expertise:
Capital Formation and Financing Strategies
Mergers and Acquisitions
Valuation Services
Due Diligence
Business Start-Ups
Product and Business Development
Operational and Financial Consulting
Securities Licenses held: Series 7, 24, 63, 79 and 99
Business Highlights and Associations:
- Advisor to several private equity funds
- Assisted in numerous Capital Raises totalling over $250 million
- Advised on over $500 million of M&A transactions
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Serves as Board Director for a number of growth companies
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Member and Advisor, Technology Association of Iowa
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Serves on the Board of The Mercy Foundation and the Board’s Developmental Committee
Previous Experience:
Chief Operating Officer and Chief Financial Officer, GCommerce, Inc.
President and Chief Operating Officer, The Newton Group
Chief Operating Officer, Data Transmission Network
Director of Finance and Controller, Broadcast Partners
Audit Manager, KPMG Peat Marwick
Education:
BBA Finance and Accounting, University of Notre Dame