Jake Smith

Jake Smith has extensive experience in reporting automation, financial analysis, and strategic advisory across both public and private sector clients. He has deep expertise spanning healthcare, manufacturing, food distribution, industrial manufacturing, and private equity portfolio companies.

Jake advises both publicly traded and privately owned companies on financial consolidation, FP&A, sell-side readiness, and first 100-day playbook execution. He works closely with portfolio management teams, CFOs, and in-house finance leaders in the context of private equity value creation, business performance assessment, data room preparation, and operational analytics.

Prior to his current role, Jake worked at Palm Tree LLC, where he focused on post-close advisory engagements in data and analytics and strategic finance for lower middle-market private equity-backed companies.