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Transaction Services

Jake Garcia

Associate,
Transaction Services
ABOUT

Mr. Garcia joined BSM in 2021 and is located in Scottsdale, Ariz.

Prior to joining BSM, he worked in corporate development/mergers and acquisitions for a start-up dental organization that acquired dental practices across the U.S.

Mr. Garcia also worked in investment banking, where he advised clients on a variety of transactions, including corporate finance, mergers and acquisitions, real estate, and capital raising.


AREAS OF
EXPERTISE

In his current role, Mr. Garcia’s primary responsibilities include:

  • Mergers and acquisitions
  • Debt and equity capital raising
  • Financial analysis
  • Corporate finance

ACHIEVEMENTS
& CREDENTIALS
  • As of 2021, Mr. Garcia has closed more than 60 transactions, totaling approximately $1.5 billion.
  • Mr. Garcia has successfully passed Level I of the CFA examination.

EDUCATION

Bachelor of Science in Business, with an emphasis in Finance, University of Florida, Gainesville


DID YOU KNOW?

Jake is an avid sports fan, and his bucket list includes visiting every major professional sports stadium in the U.S.


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