I specialize in helping PE/VC professionals, business owners, and athletes/entertainers make informed financial decisions across liquidity events, complex transactions, and IP-driven opportunities. My background spans tax law, wealth strategy, and valuation—giving me a unique ability to integrate transaction structuring, tax planning, asset protection, and valuation analysis. I work at the intersection of: M&A & deal…
U.S. Veteran and MBA graduate in Finance with over 10 years of experience across IT support, financial analysis, cybersecurity readiness, and business operations. Demonstrated success in implementing technical and compliance-driven projects, managing C-level reporting, and optimizing financial processes. Passed the Certified CMMC Professional (CCP) exam and awaiting official DoD credential issuance. Adept in financial systems,…
I work at the intersection of technology risk, governance, and value creation for private equity and private market investors. My work focuses on technology and cyber due diligence, post-acquisition integration readiness, and exit preparation—helping firms quantify risk, protect deal value, and accelerate outcomes across software and healthcare portfolios.
Jay Pendarvis is the Co-founder and CEO of Enclave Holdings, a strategic Mergers & Acquisitions (M&A) platform focused on the acquisition and long-term growth of small to mid-sized companies operating within the Intelligence Community. Backed by deep industry expertise and committed to national security objectives, Enclave partners with founders and teams to preserve mission-critical capabilities…
Jason Pompey is an entrepreneurial business development professional pursuing a career in the independent sponsor ecosystem. He has hands-on experience sourcing deals, building founder relationships, and driving outreach strategies through his background in sales, real estate investment, and capital sourcing. Jason developed his interest in the independent sponsor model after studying leaders such as Bakari…
Chris Taylor is an experienced operator working primarily in the insurance space as a consultant. He brings over a decade of experience in financial services.