At Jagzen we have provided our clients with customized professional CFO and investment banking services since 2008. Jagzen Group specializes in CFO services, while Jagzen Financial provides boutique style investment banking services. Jagzen’s primary client base are lower middle market companies under $100M in revenues. For over 20 years Jagzen has served in the roles of deal maker and investment analyst for a family office, CFO for numerous enterprises, and investment banker of privately held companies. These experiences have broadened and harnessed Jagzen’s strategic, financial, and operational skill sets. Jagzen has represented sellers, buyers, and principal investors. Having worked on both sides of the table has allowed Jagzen to provide a broader perspective to the deal making process. Jagzen’s platform offers a proven framework that is personalized and caters to each client’s individual needs.
Jesus Gonzalez
Jesus Gonzalez is the founder and principal at Jagzen Group, LLC which is a financial advisory boutique firm, Mr. Gonzalez is a business executive who has worked primarily as a chief financial officer, investment banker, restructuring advisor, and business valuation. Mr. Gonzalez has provided business owners and shareholders investment counsel and financial advisory services with respect to monetizing their investments in family-owned businesses and building these entities for the next generation.
Gonzalez’s career has been spent in providing entrepreneur specialized services in finance, accounting, investments and strategic analysis regarding complex business situation. His experience has primarily been working with closely held enterprises in the private capital markets with market values between $25M to $100M in corporate valuation. During his 28-year business career, Mr Gonzalez has gained practical expertise in valuing diverse asset classes in the public markets, and closely held private enterprises. These professional experience have allowed Mr. Gonzalez to develop a broader understanding of corporate valuations within the deal making process. Mr. Gonzalez has worked across industries with significant depth of experience in the following industries: Energy (Upstream, Midstream, Downstream, Oil-field services, Carbon Finance, Green Energy Tech, & Sustainability as a Service “SAAS”), Transportation (3PL’s, Interstate, Intrastate, and Local Trucking), Healthcare (Managed Care, Assisted Living Facilitie, and Regional Hospitals), and Technology Start-up (Software as a Service “SAAS”, Apps, Digital Wallets, Animations, E-Sports, and Facial Recognition).
Gonzalez holds a bachelor’s degree in business administration (major in marketing and international business), and several graduate degrees, master’s degree in taxation, master’s degree in energy business and master’s degree in jurisprudence in energy law. He is an active member of his local Catholic Church, Chatolic Charities, Goodwill, and Children’s health and well-being causes. He is passionate about improving financial literacy and empowering others to make better financial decisions. He is an avid tennis player always looking for a competitive match and most importantly a man blessed with a wonderful family.
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
Jagzen Group, LLC provides the following specialized corporate financial advisory services:
● CFO Services
● Corporate Restructuring (Turnarounds & CRO Services)
● Corporate Finance Advisory
Jagzen’s goal is to provide concierge C-level financial services to Privately-held Entities and Boards of Directors.