Work with Jason
From Search to CEO: Mastering the ETA Journey
$1,800
Define Your Investment Thesis
$356.25
Build Your Investor Outreach Materials
$356.25
About
I've been blessed to have a meaningful and varied career across Management Consulting, HR, and now Search / ETA. Some of my most meaningful experiences include: - Yale SOM/HEC Paris dual MBA-Masters program - Associate at Oliver Wyman management consulting in the Health and Life Sciences practice - HR Business Partner at Amazon, leading a small team and launching a new facility - Undergrad degrees in HR and French - Teaching collegiate-level French courses - Internships with Southwest Airlines and Goodyear Corp. - Entrepreneur and founder of Mountain West Legacy Partners search fund group - Chief Operating officer for The Center for the Empowerment Dynamic
Jason also coaches for MBA and Career Coaching. View all.
Jason’s Search Fund & ETA Qualifications
Experience level: Associate
Jason has helped clients get into these companies:
I have experience structuring a self-funded search, evaluating deals, conducting due diligence, working with sellers, and modeling post-transaction financials. I can help those who are considering this path, are mid-search, or are in the final innings of a deal. In 2022, as an MBA student at Yale School of Management, I took three courses on ETA and wrote two papers with A.J. Wasserstein, Pioneer in the world of Search and ETA. I fell in love with the model and determined that I needed to find a way to do this for my career. Following my MBA, I interned at a Traditional Search fund investor for the summer and learned a great deal about what investors look for in Searchers. Following a two-year stint in Management Consulting, I decided to pursue a self-funded search in my home state of Utah. After 6 months of full-time search, I found a small company at which I was hired with the intention to acquire the company (Acqui-hire) and which I will close by late Summer 2025.
Jason can help with:
Fundraising
Investment Evaluation
Search Fund Strategy
Why do I coach?
I coach because I believe that everyone needs a cheerleader. I have had some incredible cheerleaders and coaches in my life that have helped me get to where I am now. But I recognize that a lot of people don't have a trusted coach and guide to help them on some of their biggest life and career goals. My goal is to be that cheerleader and coach for people to help them get to the next step where they'll be most fulfilled. My coaching philosophy is based on the following principles: 1) Your time is precious - we'll be efficient and I won't waste your time if I'm not providing value 2) Listen more than talk- I'll focus on what you need and won't monopolize our sessions with unrelated commentary 3) Drill down on targeted areas of focus - You're good at a lot of things; let's target any weak areas and drill those until you feel confident 4) Respect and genuine concern - I'll always be respectful and I bring sincere, singular attention to our calls
Work Experience
Founder
Mountain West Legacy Partners
July 2024 - Present
Private investment firm with the goal to acquire and operate a small/medium company (currently part-time)
Associate Consultant
Oliver Wyman
September 2022 - August 2024
Consulted healthcare industry leaders on critical strategic problems and opportunities. Worked collaboratively with clients and team members to implement practical solutions. - Project-managed key elements of large million dollar projects. Developed project timelines, created and refined deliverables, and gave presentations on findings to industry executives - Built excel data cube to identify gaps within client's member outreach initiatives. Created new initiatives from development to execution, forecasting financial impact and securing a substantial revenue bonus for client - Conducted industry benchmarking to evaluate client's primary care strategy; Formulated short- and long-term strategies to drive increased performance among partnership network - Led an in-depth pre-merger contract analysis to uncover cost-saving opportunities in both direct and indirect spend, identifying potential savings of $8 million. - Worked with technology vendor by scheduling and facilitating weekly calls and managing timelines and deliverables, resulting in rapid product development in condensed timeframe
Engagement Manager
Private Practice
January 2021 - October 2021
The HEC Consulting Practice is a student-run organization that consults local companies. Led a 12-week paid engagement for a 25M € revenue travel operator. Led a team of 4 student consultants and communicated directly with the client. Conducted market trend and competitor analysis to formulate 9 recommendations for new product launch in Europe. Presented recommendations to company leadership.
Human Resources Business Partner
Amazon
October 2018 - June 2020
Hiring Manager
I managed a HR team that supported over 2000 Amazon associates. I led regional projects, consulted operational stakeholders, and managed various aspects of the HR experience for employees
Human Resources Generalist
Amazon
July 2016 - September 2018
I worked in nearly all aspects of HR including hiring, performance management, project management, client support, and employee investigations. I was selected to lead a team of peers in launching a new fulfillment center in Phoenix, AZ.
Recruiter
Forte
August 2015 - May 2016
Admissions Committee
Jason was also given offers to work at
Deloitte
Vanguard
Education
Yale School of Management
Master of Advanced Management (MAM)
2021 - 2022
HEC Paris Business School
Master of Business Administration - MBA
2020 - 2022
Activities and societies: Women in Leadership Club - VP of Corporate Relations HEC Consulting Practice - VP
Brigham Young University
B.S., Management
2012 - 2016
Bachelor's degree in Management, with additional Bachelor's of Arts degree in French Studies
5.0 average review
15 reviews
Overall rating
Jason has helped clients get into these companies:
From Search to CEO: Mastering the ETA Journey
$1,800
Define Your Investment Thesis
$356.25
Build Your Investor Outreach Materials
$356.25
Craft Your Acquisition Financial Model
$356.25
Develop Your Deal Flow Engine
$356.25
Prepare Your LOI & Diligence Toolkit
$356.25
Create Your Operator Readiness Plan
$356.25
Jason also coaches for MBA and Career Coaching. View all.
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