M&A and Capital Raise
Investment Banking Services
Jahani and Associates (J&A) is a privately held investment bank headquartered in New York City. J&A specializes in the intangible assets of the healthcare and technology verticals. The firm provides capital advisory, mergers and acquisitions (M&A) advisory, and management consulting services to clients all over the globe.
Joshua oversees the firm’s business operations including client service, delivery, thought leadership, and investment banking compliance.
Michael leads strategic alliances with the firm's global roster of partners. He also utilizes his expertise in insurance and technology to support the strategy development of J&A's clients.
Ana leads J&A's CSR efforts. Currently, Ana is working on creating an NGO for cultural and historic preservation of the built environment in Tegucigalpa, Honduras.
Akshay is a specialist in the development and definition of finance and healthcare programs for J&A's clients and partners. He possesses deep expertise in field of healthcare with a focus on Payer-Provider partnerships including value based reimbursement. He sits on J&A's advisory board.
Marcel leads product management, design, and marketing functions globally. He has over 15 years of experience in helping technology companies achieve their digital objectives.
Wenji is an associate at J&A. She leads the firm's public equity analysis and financial modeling. She comes to J&A from Citigroup where she worked in the bank's private wealth division.
Dana is J&A's executive administration professional. She has over 15 years of experience executing projects for global organizations. Her passion is in bringing her natural creativity to complex problem solving.
Anthony Fortino leads J&A's tax, accounting, and bookkeeping services. He also serves as the firm's FINOP for SEC compliance and is series 28 certified. He starred in a Broadway tour.
Jace is a financial advisor at J&A where he focuses on cost and income accounting for the implementation of FASB standards. Mr. Lotz has supported the growth of dozens of venture backed startups.
Jerry is executive director of corporate development at J&A. He focuses on building and maintaining the firm's strong relationships with business executives. He has over 30 years experience and graduated from Purdue University.
Our proudest accomplishment is a long list of satisfied clients.
Jahani and Associates have served over 50 clients in 5 countries.
Learn more about the latest research and trends in intangible assets from our thought leadership page. We focus our research on developing cutting-edge material that directly impacts Mergers and Acquisitions (M&A) decision making.
If you have any questions, please do not hesitate to send us a message. We will reply within 24 hours.