Jason Frank
President & Chief Compliance Officer
Executive Summary
Jason Frank is the leader of BDO’s Capital Advisory practice, which serves as a trusted advisor to business owners, corporations, capital providers, and investors by specializing in mergers & acquisitions, capital-raising, ESOP, and strategic advisory services. His team focuses on middle-market companies with operations in the U.S. interested in transactions ranging from $50 million to $500 million, as well as larger companies wishing to acquire, merge or divest divisions. Jason manages and oversees the team's efforts, which includes P&L responsibility, strategic development, business development, relationship management, deal execution, talent acquisition, and regulatory compliance.
Jason draws upon his 30 years of experience as an investment banker, advisor, operator, entrepreneur, and investor. He is known for deal-making experience, deep industry insight, high-quality service, and senior-level attention when addressing the demands of complex financial and strategic matters for his clients. By partnering with clients and providing strategic advice through every phase of a company’s development, Jason has been involved in transactions worth billions in value.
Over the years Jason has provided advisory, valuation and consulting services for companies in a myriad of industries. These services have been performed for the following purposes: mergers, acquisitions, shareholder buyouts, management buyouts, leveraged buyouts, financial reporting, asset-based lending, compliance and regulatory, estate and gift taxation, expert witness, income taxation, collateral monitoring, divorce, dispute resolution, litigation support, and strategic planning, among others.
Jason comes to BDO Capital from the investment banking and corporate mergers and acquisitions world. Most recently, he was leader of Cabrera Capital’s Advisory division. Previously, Jason was founder and President of FON Advisors, a financial services business focused on the Aerospace and Government Services industry.
Prior to founding FON Advisors, he was a senior executive at Hilco Global, a diverse financial services firm, where he led the various investment banking and valuation initiatives of the company.
Jason also has various degrees in Finance, Strategy, Economics, Entrepreneurship, and Accounting, and is a non-practicing CPA. Jason is also a licensed securities representative, holding his Series 7, 24, 63, and 79 registrations.