Jagzen Group, LLC, founded in 2008, is a boutique financial services firm dedicated to providing customized solutions for business owners. Specializing in CFO services, corporate finance, insolvency and restructuring, and business valuation advisory. Jagzen has built a strong reputation in the lower middle market. The firm primarily serves privately held businesses with annual revenues under $250 million, offering expert guidance in complex financial decisions.

Led by Jesus Gonzalez, a seasoned professional with over 28 years of experience in deal-making, investment analysis, and CFO roles; Jagzen’s team brings a wealth of strategic, financial, and operational expertise. This broad experience has enabled Jagzen to successfully represent a range of clients, including buyers, sellers, and principal investors, providing a well-rounded perspective on the deal-making process.

Jagzen’s dual-service platform offers both tailored CFO support and specialized corporate finance advisory, ensuring that clients receive personalized attention and expert advice for their unique needs. With a history of delivering high-impact results, Jagzen remains a trusted advisor to lower middle-market companies.

Jesus Gonzalez

JG Main

Mr. Jesus Gonzalez is the Founder and Principal of Jagzen Group, LLC, a boutique financial advisory firm specializing in providing tailored services to business owners. With a career span of over 28 years, Mr. Gonzalez has amassed a wealth of experience as a chief financial officer, investment banker, restructuring advisor, and business valuation expert. His diverse expertise has made him a trusted advisor for family-owned businesses; guiding them in monetizing investments and positioning them for future success. Mr. Gonzalez has worked extensively with closely held enterprises, particularly those in the private capital markets, with valuations ranging from $25 million to $100 million. His in-depth knowledge of corporate valuations, coupled with practical experience in mergers and acquisitions, allows him to offer clients a well-rounded approach to their financial challenges.

Throughout his career, Mr. Gonzalez has gained a unique understanding of the interconnected aspects of business success. He combines the strategic outlook of a CFO with the broad perspective of an investment banker and the precision of an insolvency and restructuring advisor. Additionally, his expertise as a business valuator enables him to identify the long-term intrinsic value in companies. His industry experience spans energy, transportation, healthcare, and technology sectors, giving him a robust understanding of diverse asset classes. 

Mr. Jesus Gonzalez holds multiple advanced degrees, including a master’s in finance, Taxation, Energy Business, and Energy Law, along with a bachelor’s degree in business administration. Outside of work, he is actively involved in community service and passionate about promoting financial literacy. An avid tennis player and family man, Mr. Gonzalez’s multifaceted background shapes his commitment to helping clients thrive in complex business environments.

EDUCATION

University of Tulsa
Master of Jurisprudence in Energy Law
Master in Energy Business

Tulsa, OK
(MJEL) 2016-2018
(MEB) 2015-2017

Florida Atlantic University
Masters in Taxation

Boca Raton, Florida
(MTAX) 2003-2005

Florida International University
Masters of Economics

Miami, FL
(18 Credits) 2002-2003

Florida International University
Masters of  Science in Finance

Miami, FL
(MSF) 2000-2001

Florida Atlantic University
BA in Business Administration

Miami, FL
(BBA) 1991-1996

PROFESSIONAL CERTIFICATION

Merger & Acquisition: Certified Mergers & Acquisition Advisor (CM&AA) Cert. Numb. 07-04

Professional Training in the following subject matters:
Coursework in bankruptcy-related specialized subject matter:
Insolvency, Restructuring, & Turnaround Managment
Distressed Business Valuation
Completed CDBV certification (Pending)
Completing CIRA cert. in 2023

Coursework in valuation-related specialized subject matter:
Business Valuation (Privately held)
Corporate and Securities Valuation (Publicly held)
Completing ABV & CVA cert. in 2023

PROFESSIONAL TRAINING

Business Valuation: Valuing public companies, privately held and distressed companies

Accounting: CFO, controllership, FP&A, treasury, tax planning, and risk management

Bankruptcy: Turnaround management, insolvency & restructuring advisory

Investments: Managed a $90M investment/securities portfolio for a family office

Software: QuickBooks, Microsoft Office Professional Suite

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