Jason Malak

Managing Director

Jason Malak

Mr. Malak has over 28 years of experience in corporate finance and M&A negotiation advisory services, investment decision-making analyses and recommendations, financial due diligence and post-acquisition purchase price adjustment calculations, investment portfolio analysis and valuation, solvency and fairness opinions, complex instruments valuation, and other valuation assignments, as well as being involved in financial reporting/accounting audits, business strategy, entrepreneurship, and business management. He has served in the capacity of CFO/interim CFO/Controller and has helped acquired growth companies evolve accounting systems to the next level. Mr. Malak’s clients have ranged from Middle Market companies to Fortune 500 companies, as well as top-tier private equity funds, VC funds, global investment banks, and leading commercial banks. Mr. Malak’s past clients include, among others, GE Capital and Cerberus Capital Management, and many other leading global alternative investment firms. His experience includes highly complex advisory assignments across the spectrum of industries and involving cross-border transactions.

Mr. Malak’s career also includes senior roles with PwC’s Transaction Advisory Services Practice (NYC Office), EY’s Transaction Services Practice (NYC Office), and Houlihan Advisors (San Francisco/Silicon Valley Office), as well as work with Stanford Capital Partners, a boutique investment firm and corporate finance advisory firm, among other prior positions.

Mr. Malak earned a Bachelor of Science degree in Electrical Engineering (Secondary Concentration in Mathematics) from the University of Maryland, and a Master of Business Administration degree (Finance Concentration) from California State Polytechnic University.

Professional Experience
  • Vantage Point Advisors, Inc. – Managing Director
  • Brunswick Capital Group – Senior Managing Director
  • PricewaterhouseCoopers (PWC) – Director
  • Ernst & Young (EY) – Senior Manager (Director)
  • Houlihan Advisors – Senior Manager (Director)
  • Stanford Capital Partners – Associate
  • Brunswick Capital Group – Senior Managing Director
  • Multiple Middle Market Businesses – Founder, Investor, and/or CFO
Professional Associations and other Credentials
  • Former Board Member, NYC Chapter of the American Society of Appraisers
  • Former Organizer, NYC ASA Fair Value Conferences
  • California State Polytechnic University, MBA – Finance
  • University of Maryland, B.S. – Engineering