Jon is a Managing Director of Owner Resource Group. He co-heads the ORG Private Equity Group and serves on the Investment Committee.
Over his 27 years in corporate finance and private equity, he has been involved with more than 75 businesses in a wide range of industries and has served as an officer (including both interim CEO and CFO) or Board Member for 35 companies.
Prior to co-founding ORG, Jon was a Partner at HB Equity Partners and at Wand Partners, both in New York. He started his private equity career as an Assistant Vice President with the Conseco Private Capital Group. Prior to joining Conseco, Jon worked for Coopers & Lybrand, LLP in their Business Assurance and Financial Advisory Services practices.
Jon received his B.S. in Accounting from Lehigh University and his M.B.A. with honors from the Columbia University Graduate School of Business.
Jon is married with two children.
Informed Partners are The Best Partners
Our ethos is one of mutual trust and shared knowledge. Check out our resources on the market, on industries, and the best ways to keep growing.
Alliance Fleet Expands National Footprint with Vital Truck & Van Acquisition
Alliance Fleet acquires Vital Truck & Van, expanding to Illinois and Colorado while welcoming Vital’s founders to the executive leadership team as owners.
Meet Gavin: Head of ORG’s Corporate Resource Group
The Corporate Resource Group supports our management teams from due diligence all the way through our relationship together. In this video, Gavin shares how we help our partners accelerate their growth through the resources the Corporate Resource Group provides.
2025 Year-End Tax Planning
Owner Resource Group is pleased to offer this valuable Year-End Tax Planning Advice from our friends at accounting firm Maxwell, Locke and Ritter. As 2025 comes to a close, it’s crucial to review your tax strategies in light of the One Big Beautiful Bill Act signed this July. This landmark legislation extends and modifies Tax Cuts and Jobs Act provisions, creating new tax-saving opportunities while requiring careful planning as some provisions take effect in 2026.